NYSE$AVD

American Vanguard Corporation · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

American Vanguard's financial performance improved in Q2 2021, with net sales and net income increasing.

American Vanguard reported a strong second quarter with a 29% increase in net sales and a 32% increase in net income compared to the same period last year. The company also successfully integrated its non-crop business and completed the integration of AgNova into its Australian business. Furthermore, they negotiated a new credit facility to support future growth.

  • Net sales increased by 29% to $135 million compared to Q2 2020.
  • Net income increased by 32% to $5.1 million compared to Q2 2020.
  • Earnings per diluted share increased by 31% to $0.17 compared to Q2 2020.
  • The company executed a new $275 million Credit Facility agreement.

Headline financials

Total Revenue

$135M

Previous: $105M+28.7%
EPS (adj)

$0.17

Previous: $0.13+30.8%
Adjusted EBITDA

$14.7M

Previous: $12.7M+16.0%
Capital Expenditures

-$5.08M

Previous: -$6.39M+20.5%
Free Cash Flow

$69K

Previous: -$2.5M+102.8%
Net Income

$5.14M

Previous: $3.89M+32.3%
Operating Income

$8.97M

Previous: $6.75M+32.9%
Gross Profit

$52.1M

Previous: $40.3M+29.4%
Cash & Equivalents

$19.6M

Previous: $8.6M+127.4%
Total Assets

$735M

Previous: $661M+11.2%
Stock-Based Comp

$1.81M

Previous: $1.19M+52.0%

Revenue & EPS history

American Vanguard · Revenue · Quarterly

$135M

Q2 2021+28.7%vs Q2 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

American Vanguard · $135M total across 3 segments · Q2 2021

  • U.S. Crop
    $62.6M+40.1%
  • International
    $50.5M+9.9%
  • U.S. Non-Crop
    $21.5M+54.9%

Forward guidance

The Company maintains its previous outlook for 2021 with low double-digit revenue growth and comparatively stronger growth in both net income and EBITDA.

Tailwinds

  • Well positioned in both domestic and international markets.
  • Assuming favorable market and pandemic trends.
  • Low double-digit revenue growth expected.
  • Comparatively stronger growth in both net income and EBITDA expected.
  • Well-managed operating expenses should further strengthen our balance sheet.

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 Q2 2021

Historical avgQ2 2021

-1.0%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-2.6%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+18.9%

Q4 2015

Best reaction

-34.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%-1.0%-9.8%
Q4 2025-9.6%-30.9%-24.6%
Q3 2025-0.8%-0.4%-14.9%
Q1 2025-9.2%-8.5%-19.2%
Q4 2024-5.7%+6.2%-20.0%
Q3 2024+2.1%+5.0%-5.7%
Q2 2024-34.9%-28.5%-20.5%
Q1 2024-26.6%-30.6%-30.4%
Q4 2023+15.3%+9.4%+4.5%
Q3 2023+1.1%-12.3%+5.1%
Q2 2023-16.6%-13.1%-24.7%
Q1 2023-12.9%-9.9%-3.1%
Q4 2022+4.9%+5.5%+7.8%
Q3 2022-4.4%-6.6%-4.8%
Q2 2022-18.2%-15.5%-19.8%
Q1 2022+5.6%-4.5%+17.9%
Q4 2021+2.6%+6.5%+24.0%
Q3 2021+4.3%+3.0%-9.2%
Q2 2021-0.7%-6.6%-3.5%
Q1 2021-3.3%-5.8%-14.6%
Q4 2020+2.1%-2.0%-8.6%
Q3 2020+9.2%+8.3%+21.8%
Q2 2020+4.6%+3.0%+1.0%
Q1 2020-1.9%-9.6%-3.1%
Q4 2019-4.6%-9.3%+2.3%
Q3 2019+5.0%+6.4%+8.4%
Q2 2019+5.4%+3.0%+13.8%
Q1 2019-0.3%-8.3%-19.6%
Q4 2018+6.2%-1.1%-2.1%
Q3 2018-5.6%-1.9%-7.5%
Q2 2018-4.2%-9.3%-4.0%
Q1 2018+11.7%+0.9%+10.5%
Q4 2017+16.0%+15.5%+9.8%
Q3 2017-6.1%-10.1%-10.8%
Q2 2017+9.7%+13.1%+10.0%
Q1 2017+10.9%+9.1%+9.4%
Q4 2016-4.0%-6.2%+4.7%
Q3 2016+0.3%+3.3%+14.3%
Q2 2016+17.6%+16.2%+12.2%
Q1 2016-21.8%
Q4 2015+18.9%
Q3 2015+14.0%
Q2 2015+0.8%
Q1 2015+14.6%
Q4 2014-1.7%
Q3 2014+6.4%
Q2 2014+2.6%
Q1 2014-13.1%
Q4 2013-4.3%
Q3 2013+8.9%
Q2 2013+3.3%
Q1 2013+7.7%
Q4 2009+0.2%
Q4 2012-11.0%
Q3 2012+1.7%
Q2 2012+12.5%
Q1 2012+4.1%
Q4 2011+2.0%
Q3 2010-6.8%
Q3 2011-6.8%
Q2 2010-15.6%
Q1 2011-15.6%
Q2 2011-15.6%
Q4 2010-15.6%
Q1 2010+4.5%

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