NASDAQ$PPC

Pilgrim's Pride · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Pilgrim's Pride reported first quarter 2023 results with net sales of $4.2 billion and operating income of $31.3 million.

Pilgrim's Pride Corporation reported its first quarter 2023 financial results with net sales of $4.2 billion and operating income of $31.3 million. The company's U.S. business improved relative to the prior quarter, while the U.K. and Europe business continued to recover, and the Mexico business rebounded.

  • Net Sales of $4.2 billion.
  • GAAP Net Income of $5.6 million and GAAP EPS of $0.02. Adjusted Net Income of $19.0 million or Adjusted EPS of $0.08.
  • Consolidated GAAP operating income margin of 0.8%.
  • Adjusted EBITDA of $151.9 million, or a 3.6% margin, with adjusted EBITDA margins of 1.8% in the U.S., 5.3% in the U.K. & Europe, and 8.5% in Mexico.

Headline financials

Total Revenue

$4.17B

Previous: $4.24B-1.8%
EPS (adj)

$0.08

Previous: $1.18-93.2%
Adjusted EBITDA

$152M

Previous: $502M-69.7%
Adjusted EBITDA Margin

3.6%

Previous: 11.8%-69.5%
Capital Expenditures

-$132M

Previous: -$81.6M-61.4%
Free Cash Flow

-$127M

Previous: $199M-163.6%
Net Income

$5.19M

Previous: $280M-98.2%
Operating Income

$31.3M

Previous: $402M-92.2%
Gross Profit

$173M

Previous: $542M-68.1%
Cash & Equivalents

$151M

Previous: $726M-79.2%
Total Assets

$9.23B

Previous: $9.32B-1.0%
Stock-Based Comp

$1.2M

Previous: $1.96M-38.9%

Revenue & EPS history

Pilgrim's Pride · Revenue · Quarterly

$4.17B

Q1 2023-1.8%vs Q1 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

Pilgrim's Pride continues to grow and diversify its portfolio, support key customer growth, and improve operational excellence. The company is focused on reducing energy intensity and greenhouse gas emissions throughout its supply chain.

Tailwinds

  • Expansion at Athens, Georgia facility remains on track.
  • Automation improvements are progressing as planned.
  • New protein conversion plant in south Georgia remains on track.
  • State-of-the-art poultry farm in the U.K. can reduce emissions by nearly 100%.
  • Intense focus on reducing energy intensity at processing plants.

Headwinds

  • Elevated input costs.
  • Persistent inflation.
  • Ample protein availability.
  • Challenging circumstances in the U.S. commodity business, especially in January.
  • Continued inflationary headwinds and seasonal changes in demand in the U.K. and Europe.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.0%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+2.8%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+23.2%

Q3 2012

Best reaction

-14.3%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.8%+0.5%-9.1%
Q4 2025-3.6%+0.7%-16.1%
Q3 2025-0.1%-2.3%-0.2%
Q1 2025-14.3%-14.5%-9.9%
Q4 2024+3.4%+3.6%-1.4%
Q3 2024+0.7%+6.6%+7.3%
Q2 2024+1.8%+4.5%+12.3%
Q1 2024-0.2%+1.7%-0.2%
Q4 2023+11.6%+11.2%+19.8%
Q3 2023+4.1%+8.2%+11.4%
Q2 2023+1.8%+2.5%+3.2%
Q1 2023+1.1%+2.2%+3.8%
Q4 2022+6.8%+4.0%+0.7%
Q3 2022+3.6%+2.7%+16.2%
Q2 2022-1.3%-6.7%-11.3%
Q1 2022+10.6%+10.5%+26.9%
Q4 2021-3.0%-2.6%-20.3%
Q3 2021-2.6%-1.5%-2.4%
Q2 2021+1.3%-0.3%+26.7%
Q1 2021-1.1%-1.7%-1.8%
Q4 2020-5.5%-5.0%+10.7%
Q3 2020+0.4%+6.8%+19.9%
Q2 2020-4.9%-5.9%+1.7%
Q1 2020+3.2%-5.4%-3.0%
Q4 2019-4.8%-10.6%-30.7%
Q3 2019+3.2%+4.2%+7.1%
Q2 2019+7.3%+5.2%+14.1%
Q1 2019+1.8%+6.8%-5.0%
Q4 2018-6.1%-3.2%+0.9%
Q3 2018+5.6%+7.2%+10.5%
Q2 2018-1.6%+1.2%+3.8%
Q1 2018+2.4%-2.2%-4.5%
Q4 2017+5.4%+3.1%-0.6%
Q3 2017+8.6%+13.1%+22.1%
Q2 2017+4.5%+7.6%+22.1%
Q1 2017-1.9%-2.1%-8.9%
Q4 2016+10.3%+9.9%+15.2%
Q3 2016+0.7%+4.4%-13.1%
Q2 2016-5.7%-7.7%-9.3%
Q1 2016+11.9%
Q4 2015-5.0%
Q3 2015-3.9%
Q2 2015+7.6%
Q1 2015+1.8%
Q4 2014+3.4%
Q3 2014+0.2%
Q2 2014-8.6%
Q1 2014+2.6%
Q4 2013-0.2%
Q3 2013-1.5%
Q2 2013+9.0%
Q1 2013+6.0%
Q4 2012-7.2%
Q3 2012+23.2%
Q4 2011-2.8%
Q2 2012-2.8%
Q1 2011+2.0%
Q1 2012+2.0%
Q4 2009+3.1%
Q1 2010+3.1%
Q3 2011-3.8%
Q3 2010-3.8%
Q4 2010-6.9%
Q2 2010-6.9%
Q2 2011-6.9%

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