NASDAQ$PPC

Pilgrim's Pride · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Pilgrim's Pride's Q3 2023 performance was marked by $4.4 billion in net sales and an operating income of $206.4 million.

Pilgrim's Pride reported third quarter 2023 results with $4.4 billion in net sales and operating income of $206.4 million. The company's global and diversified portfolio drove improved margins across all regions.

  • Net Sales reached $4.4 billion.
  • GAAP Net Income was $121.6 million and GAAP EPS was $0.51; Adjusted Net Income was $136.7 million with Adjusted EPS at $0.58.
  • Consolidated GAAP operating income margin stood at 4.7%.
  • Adjusted EBITDA was $324.0 million, with a 7.4% margin, featuring adjusted EBITDA margins of 7.0% in the U.S., 6.1% in the U.K. & Europe, and 12.4% in Mexico.

Headline financials

Total Revenue

$4.36B

Previous: $4.47B-2.4%
EPS (adj)

$0.58

Previous: $1.09-46.8%
Adjusted EBITDA

$324M

Previous: $461M-29.6%
Adjusted EBITDA Margin

7.4%

Previous: 10.3%-28.2%
Capital Expenditures

-$432M

Previous: -$343M-26.2%
Free Cash Flow

-$311M

Previous: -$84.2M-269.3%
Net Income

$121M

Previous: $258M-53.1%
Operating Income

$206M

Previous: $339M-39.2%
Gross Profit

$346M

Previous: $497M-30.4%
Cash & Equivalents

$899M

Previous: $654M+37.5%
Total Assets

$9.93B

Previous: $9.08B+9.3%
Stock-Based Comp

$1.94M

Previous: $1.64M+18.3%

Revenue & EPS history

Pilgrim's Pride · Revenue · Quarterly

$4.36B

Q3 2023-2.4%vs Q3 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

Pilgrim's is progressing with growth projects to support Key Customers and diversify its portfolio, including the commencement of start-up for the Athens, Georgia expansion and continued construction of a new protein conversion plant in South Georgia.

Tailwinds

  • Operational excellence programs are driving improved margins across all regions.
  • Key Customer partnerships continue to strengthen the business.
  • Diversification through branded and differentiated offerings is proving beneficial.
  • The U.S. Fresh business is showing sustained operational improvement and enhanced market fundamentals.
  • The U.K. and Europe business continues on its profitability growth trajectory through manufacturing network optimization.

Headwinds

  • The company faces uneven market conditions.
  • Consumer inflation persists.
  • The commodity business remains under volatile market conditions.
  • There are challenges in live operations that require continuous improvement.
  • Potential supply risks exist.

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 2023

Historical avgQ3 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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