NYSE$AVD

American Vanguard Corporation · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

American Vanguard's financial performance improved with net sales and net income increasing in the third quarter of 2021.

American Vanguard reported strong third quarter results with a 25% increase in net sales and an 88% increase in net income compared to the same period last year. The company benefited from strong crop commodity prices, favorable weather, and pest pressure in the US, as well as international success in Central America, Brazil, and Australia.

  • Net sales increased by 25% to $147 million compared to $117 million in the third quarter of 2020.
  • Net income rose by 88% to $5.5 million compared to $2.9 million in the third quarter of 2020.
  • Earnings per diluted share reached $0.18, up from $0.10 in the third quarter of 2020.
  • EBITDA increased by 47% to $15.3 million compared to $10.4 million in the third quarter of 2020.

Headline financials

Total Revenue

$147M

Previous: $117M+25.4%
EPS (adj)

$0.18

Previous: $0.10+80.0%
Capital Expenditures

-$7.96M

Previous: -$8.99M+11.4%
Free Cash Flow

-$2.47M

Previous: -$6.06M+59.3%
Net Income

$5.5M

Previous: $2.93M+87.8%
Operating Income

$8.95M

Previous: $4.48M+99.6%
Gross Profit

$57.1M

Previous: $43.3M+31.9%
Cash & Equivalents

$16.7M

Previous: $9.58M+74.5%
Total Assets

$736M

Previous: $676M+8.9%
Stock-Based Comp

$1.71M

Previous: $1.23M+39.0%

Revenue & EPS history

American Vanguard · Revenue · Quarterly

$147M

Q3 2021+25.4%vs Q3 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

American Vanguard · $150M total across 3 segments · Q3 2023

  • U.S. Crop
    $67.7M-2.0%
  • International
    $62.5M-2.4%
  • U.S. Non-Crop
    $19.3M+1.7%

Forward guidance

American Vanguard expects strong sales, efficient manufacturing performance, and earnings in excess of those posted last year through the balance of the year and is on track with both inventory management and debt reduction.

Tailwinds

  • Strong sales expected through the balance of the year.
  • Efficient manufacturing performance anticipated.
  • Earnings expected to exceed those posted last year.
  • On track with inventory management.
  • On track with debt reduction.

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 2021

Historical avgQ3 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%

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