NASDAQ$PPC

Pilgrim's Pride · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Pilgrim's Pride experienced significant changes in market fundamentals, with sales growing almost 17% and Adjusted EBITDA nearly 33% from the prior year.

Pilgrim's Pride Corporation reported third quarter 2022 financial results with net sales of $4.47 billion, a 16.8% increase from the prior year. The company's consolidated GAAP operating income margin was 7.6%, with GAAP EPS of $1.08. Adjusted EBITDA reached $460.5 million, representing a 10.3% margin.

  • Net Sales reached $4.47 billion, up 16.8% from prior year.
  • Consolidated GAAP operating income margin was 7.6%, with U.S. at 11.9%, Mexico at (3.2)%, and Europe at 1.2%.
  • GAAP Net Income was $259.0 million, with GAAP EPS of $1.08.
  • Adjusted EBITDA was $460.5 million, a 10.3% margin, 32.7% higher than a year ago.

Headline financials

Total Revenue

$4.47B

Previous: $3.83B+16.8%
EPS (adj)

$1.09

Previous: $0.67+62.7%
Adjusted EBITDA

$461M

Previous: $347M+32.7%
Adjusted EBITDA Margin

10.3%

Previous: 9.1%+13.2%
Capital Expenditures

-$343M

Previous: -$281M-22.0%
Free Cash Flow

-$84.2M

Previous: -$220M+61.7%
Net Income

$258M

Previous: $60.7M+325.4%
Operating Income

$339M

Previous: $121M+180.8%
Gross Profit

$497M

Previous: $372M+33.7%
Cash & Equivalents

$654M

Previous: $511M+28.0%
Total Assets

$9.08B

Previous: $8.83B+2.8%
Stock-Based Comp

$1.64M

Previous: $3.25M-49.7%

Revenue & EPS history

Pilgrim's Pride · Revenue · Quarterly

$4.47B

Q3 2022+16.8%vs Q3 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

Pilgrim's is building additional momentum for its 2040 Net Zero Program with approved investments of nearly $40 million in plant level improvements that both enhanced overall operational efficiency and reduced greenhouse gas emissions.

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 Q3 2022

Historical avgQ3 2022

+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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