NASDAQ$UTMD

Utah Medical Products Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Demonstrated continuing performance improvement despite challenges related to the corona virus pandemic.

Utah Medical Products, Inc. reported a strong fourth quarter and year-end 2021, demonstrating a remarkable recovery compared to 2020. The company exceeded its objective to fully recover back to its 2019 financial performance, with consolidated sales up across all product categories for the year. Profit margins have returned to levels more consistent with longer-term management expectations, and the balance sheet continued to strengthen.

  • Total consolidated 4Q 2021 UTMD worldwide sales were $903 (+7.5%) higher than in 4Q 2020.
  • Domestic U.S. sales in 4Q 2021 were $8,105 compared to $6,960 in 4Q 2020.
  • Net Income in 4Q 2021 was 21.1% higher than in 4Q 2020.
  • The company paid $8,349 in dividends to stockholders in 4Q 2021 compared to $1,018 paid in 4Q 2020.

Headline financials

Total Revenue

$12.9M

Previous: $12M+7.5%
EPS (adj)

$1.13

Previous: $0.93+20.7%
Days in Trade Receivables

35.8

No prior period
Average Inventory Turns

3

Previous: 3+0.0%
Gross Profit Margin

62.8%

Previous: 60.5%+3.8%
Operating Income Margin

39.7%

Previous: 35.6%+11.5%
Capital Expenditures

$253K

Previous: $54K+368.5%
Free Cash Flow

$4.73M

Previous: $5.72M-17.3%
Net Income

$4.13M

Previous: $3.41M+21.1%
Operating Income

$5.13M

Previous: $4.28M+19.8%
Gross Profit

$8.11M

Previous: $7.27M+11.7%
Cash & Equivalents

$61M

Previous: $51.6M+18.2%
Total Assets

$116M

Previous: $112M+3.4%
Stock-Based Comp

$43K

Previous: $39K+10.3%

Revenue & EPS history

Utah Medical · Revenue · Quarterly

$12.9M

Q4 2021+7.5%vs Q4 2020

Revenue by segment

Utah Medical · $7.98M total across 3 segments · Q1 2022

  • Direct Sales
    $3.99M
  • OEM Sales
    $2.72M+42.6%
  • Filshie Device Sales
    $1.28M

Forward guidance

Management projects adjusted consolidated EBITDA for year 2022 is more likely to be $30 million.

Tailwinds

  • Projected enterprise value would be $511 million or about $139.00/share with 3.68 million diluted shares.
  • The company retains the strong desire and financial ability for repurchasing its shares at a price it believes is attractive for remaining stockholders.
  • Achieving substantially higher revenues with an expanded GPM while keeping operating expenses about the same obviously had an extremely positive effect on this key profitability metric.
  • The company's balance sheet continued to strengthen.
  • Profit margins in 2021 have returned to levels more consistent with longer term management expectations.

Headwinds

  • Managing variable manufacturing costs will continue to be a significant challenge in 2022.
  • The growing administrative burden of compliance with regulatory requirements, particularly OUS, continues to pressure UTMD’s GPM.
  • There is a recent medical trend post C-section to perform a salpingectomy/oophorectomy (removal of Fallopian tubes and/or ovaries) instead of tubal ligation.
  • Investors are cautioned that this press release contains forward looking statements and that actual events may differ from those projected.
  • Risk factors that could cause results to differ materially from those projected include global economic conditions, market acceptance of products, regulatory approvals of products, regulatory intervention in current operations, government intervention in healthcare in general, tax reforms, the Company’s ability to efficiently manufacture, market and sell products, cybersecurity and foreign currency exchange rates, among other factors that have been and will be outlined in UTMD’s public disclosure filings with the SEC.

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 Q4 2021

Historical avgQ4 2021

-0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.7%

Avg return

30 days after

43%

28 / 65 earnings

Positive

+6.8%

Q2 2019

Best reaction

-11.7%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-4.3%-7.5%
Q4 2025+1.2%+1.9%+9.5%
Q3 2025-1.1%-1.9%-6.0%
Q1 2025-0.2%+0.9%+4.3%
Q4 2024-1.8%-4.6%-6.9%
Q3 2024-0.3%-0.2%+1.4%
Q2 2024-7.4%-7.2%-8.6%
Q1 2024-1.8%-1.4%-0.2%
Q4 2023-4.3%-7.0%-15.2%
Q3 2023-3.1%+0.0%+4.2%
Q2 2023+0.0%+0.5%-2.8%
Q1 2023+0.8%+0.8%-0.6%
Q4 2022+3.9%+5.5%+4.7%
Q3 2022+3.5%-1.3%-0.1%
Q2 2022+3.6%+6.3%+6.7%
Q1 2022-1.2%-3.1%-4.6%
Q4 2021-3.4%-0.3%-5.9%
Q3 2021+4.7%+1.7%+30.7%
Q2 2021+0.2%+2.9%-0.2%
Q1 2021+0.6%+0.8%-0.4%
Q4 2020+3.5%+5.7%+0.8%
Q3 2020-3.4%-1.7%+6.3%
Q2 2020-5.3%-7.6%-6.7%
Q1 2020-1.8%+4.5%+11.7%
Q4 2019-11.7%-13.9%-16.2%
Q3 2019+1.1%+7.1%+9.2%
Q2 2019+6.8%+9.3%+15.6%
Q1 2019-0.8%-1.5%-5.2%
Q4 2018+3.4%+5.1%-5.2%
Q3 2018+0.7%+1.7%+8.8%
Q2 2018-1.7%+2.1%-5.8%
Q1 2018-2.2%-2.7%-2.7%
Q4 2017-0.2%+0.2%-3.0%
Q3 2017+0.3%+1.1%+6.6%
Q2 2017-0.4%-2.7%-1.1%
Q1 2017+0.4%-0.2%+3.7%
Q4 2016-1.2%+1.0%+1.1%
Q3 2016+0.8%+1.1%+10.4%
Q2 2016-1.3%-2.0%-2.6%
Q1 2016+1.8%
Q4 2015+0.9%
Q3 2015+4.6%
Q2 2015-3.2%
Q1 2015+2.1%
Q4 2014-4.7%
Q3 2014-0.0%
Q2 2014+2.8%
Q1 2014-6.5%
Q4 2013+1.4%
Q3 2013-0.7%
Q2 2013+0.7%
Q1 2013+3.6%
Q4 2012+6.8%
Q4 2011+6.8%
Q3 2012+1.9%
Q2 2012-0.1%
Q1 2011-0.1%
Q1 2012-0.7%
Q4 2009-0.8%
Q3 2010-2.3%
Q3 2011-2.3%
Q4 2010-1.4%
Q2 2011-1.4%
Q2 2010-1.4%
Q1 2010+4.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro