NASDAQ$SENEA

Seneca Foods Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Seneca Foods' financial performance increased due to higher selling prices and improved sales mix, but gross margin decreased due to a LIFO charge.

Seneca Foods reported an increase in net sales for the second quarter of fiscal 2023, driven by higher selling prices and an improved sales mix. However, the gross margin decreased due to a significant LIFO charge. The company noted that inflation continues to impact reported earnings, but cost mitigation and pricing advances have helped minimize the impact.

  • Net sales for the second quarter of fiscal 2023 totaled $439.8 million, compared to $372.3 million for the second quarter of fiscal 2022.
  • Gross margin decreased to 9.5% for the three months ended October 1, 2022, compared to 11.5% in the prior year, mainly due to a $20.4 million increase in the LIFO charge.
  • A non-cash pre-tax LIFO charge of $29.2 million was incurred in the three months ended October 1, 2022, due to inflation.
  • Inventory levels are sufficient to fully support customer needs due to a successful raw product pack season.

Headline financials

Total Revenue

$440M

Previous: $372M+18.2%
EPS (adj)

$2.03

Previous: $1.31+55.0%
Capital Expenditures

-$33.9M

Previous: -$28.2M-20.0%
Free Cash Flow

-$167M

Previous: -$78.2M-114.2%
Net Income

$16.1M

Previous: $11.7M+38.4%
Operating Income

$21.8M

Previous: $21.8M+0.1%
Gross Profit

$41.8M

Previous: $42.7M-2.2%
Cash & Equivalents

$12.9M

Previous: $11.3M+14.4%
Total Assets

$1.4B

Previous: $1.19B+18.1%

Revenue & EPS history

Seneca Foods · Revenue · Quarterly

$440M

Q2 2023+18.2%vs Q2 2022

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.6%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+3.8%

Avg return

30 days after

51%

33 / 65 earnings

Positive

+17.0%

Q4 2026

Best reaction

-21.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+17.0%+4.7%
Q3 2026-0.2%+2.5%+17.1%
Q2 2026+0.1%+14.1%+11.3%
Q1 2026+0.7%+2.7%+8.5%
Q4 2025-3.2%-4.0%+8.3%
Q3 2025-0.7%+6.1%+20.8%
Q2 2025-0.6%+2.8%+13.5%
Q1 2025+3.9%+4.6%+3.2%
Q4 2024-0.5%+1.6%+3.5%
Q3 2024-5.7%-13.6%-1.3%
Q2 2024-1.5%-6.9%-7.5%
Q1 2024+9.5%+18.3%+28.4%
Q4 2023-10.1%-10.7%-23.7%
Q3 2023+4.1%-3.6%-11.9%
Q2 2023+5.0%-0.7%+0.6%
Q1 2023-9.1%-9.4%-19.8%
Q4 2022-21.8%-15.1%-10.3%
Q3 2022+4.8%+8.8%+6.7%
Q2 2022-10.8%-10.2%-15.2%
Q1 2022-4.6%-4.9%-7.8%
Q4 2021+4.1%+3.9%+9.0%
Q3 2021+10.4%+18.7%+47.4%
Q2 2021+4.4%-1.6%+14.5%
Q1 2021+4.4%+8.0%+10.0%
Q4 2020+15.1%+15.5%+18.5%
Q3 2020+5.5%+0.4%-3.8%
Q2 2020+1.2%+0.6%+9.4%
Q1 2020-1.2%-18.9%-7.6%
Q4 2019+2.9%+6.0%+11.9%
Q3 2019+4.6%+4.1%+5.9%
Q2 2019-6.9%-10.4%-10.0%
Q1 2019-1.3%+5.2%+15.0%
Q4 2018+5.0%+6.7%+0.4%
Q3 2018+3.8%+5.4%-4.0%
Q2 2018+3.7%+2.3%-9.2%
Q1 2018+0.9%+5.1%+1.6%
Q4 2017-2.1%-6.9%-7.8%
Q3 2017-5.4%-12.1%-6.1%
Q2 2017+1.9%+27.4%+36.2%
Q1 2017-5.9%-10.5%-22.5%
Q4 2016+7.2%+8.7%+20.7%
Q3 2016+1.7%
Q2 2016-2.6%
Q1 2016+7.3%
Q4 2015+0.0%
Q3 2015-0.9%
Q2 2015-2.7%
Q1 2015+4.4%
Q4 2014+6.6%
Q2 2014+6.6%
Q3 2014+2.2%
Q1 2014-1.3%
Q4 2013-4.5%
Q2 2013-4.5%
Q3 2013+2.5%
Q1 2013+9.5%
Q1 2012+9.5%
Q4 2012-2.6%
Q2 2012-2.6%
Q3 2012-1.8%
Q3 2011-1.8%
Q2 2011+9.6%
Q4 2011-7.7%
Q1 2011-7.7%
Q4 2010-7.7%

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