NYSE$AVD

American Vanguard Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported an increase in net sales and net income compared to the same quarter last year.

American Vanguard reported strong Q2 2022 results, with net sales increasing to $148 million and net income rising to $6.8 million. The company benefited from favorable agricultural market conditions and strong demand for its products, both domestically and internationally. They are optimistic about meeting or exceeding their previously announced performance targets for FY 2022.

  • Net sales increased to $148 million, up from $135 million in the same quarter last year.
  • Net income reached $6.8 million, compared to $5.1 million in the prior year's quarter.
  • Earnings per diluted share rose to $0.23, an increase from $0.17 in the second quarter of 2021.
  • Adjusted EBITDA increased to $19.7 million, compared to $16.5 million in the prior year's quarter.

Headline financials

Total Revenue

$148M

Previous: $135M+10.0%
EPS (adj)

$0.23

Previous: $0.17+35.3%
Capital Expenditures

-$5.65M

Previous: -$5.08M-11.4%
Free Cash Flow

$1.18M

Previous: $69K+1604.3%
Net Income

$6.83M

Previous: $5.14M+32.8%
Operating Income

$10.8M

Previous: $8.97M+20.5%
Gross Profit

$59.8M

Previous: $52.1M+14.7%
Cash & Equivalents

$22.1M

Previous: $19.6M+12.8%
Total Assets

$744M

Previous: $735M+1.1%
Stock-Based Comp

$1.27M

Previous: $1.81M-29.5%

Revenue & EPS history

American Vanguard · Revenue · Quarterly

$148M

Q2 2022+10%vs Q2 2021
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

American Vanguard · $148M total across 3 segments · Q2 2022

  • International
    $63.6M+25.8%
  • U.S. Crop
    $63.2M+1.0%
  • U.S. Non-Crop
    $21.3M-0.8%

Forward guidance

The Company is optimistic about meeting or exceeding its previously announced performance targets for FY 2022.

Tailwinds

  • Revenue growth between 8% and 11%
  • Gross profit margins of 38-40% of net sales
  • Operating expenses within the range of 31-33% of net sales
  • Year-over-year net income increase of between 60% and 70%

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 2022

Historical avgQ2 2022

-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%

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