NYSE$AVD

American Vanguard Corporation · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

American Vanguard's full-year performance in 2022 exceeded that of 2021, with net sales up 9% and net income up 47%.

American Vanguard reported strong FY 2022 results with net sales increasing by 9% and net income increasing by 47%. The company's U.S. Crop business saw increased sales, while the international business grew by 13%. The company is targeting increased net sales and consistent gross profit and operating expense performance for 2023.

  • Net sales were $610 million, up 9% compared to 2021.
  • Net income was $27.4 million, up 47% compared to 2021.
  • Earnings per diluted share were $0.92, up 51% compared to 2021.
  • Adjusted EBITDA was $73.1 million, up 15% compared to 2021.

Headline financials

Total Revenue

$160M

Previous: $159M+0.7%
EPS (adj)

$0.14

Previous: $0.16-12.5%
Net Income

$3.9M

Previous: $4.87M-20.0%
Operating Income

$40.7M

Previous: $9.4M+332.5%
Gross Profit

$59M

Previous: $58.9M+0.1%
Cash & Equivalents

$20.3M

Previous: $16.3M+24.8%
Total Assets

$726M

Previous: $694M+4.6%
Stock-Based Comp

$1.29M

Previous: $1.57M-18.0%

Revenue & EPS history

American Vanguard · Revenue · Quarterly

$160M

Q4 2022+0.7%vs Q4 2021
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

American Vanguard · $160M total across 3 segments · Q4 2022

  • International
    $68.8M+12.4%
  • U.S. Crop
    $68.1M-12.7%
  • U.S. Non-Crop
    $23.1M+17.7%

Forward guidance

The company is well-positioned in both domestic and international markets for 2023 and is targeting increased net sales, and consistent gross profit and operating expense performance when compared to sales. They anticipate higher interest rates and expect to see a solid increase in net income, earnings per share, and adjusted EBITDA.

Tailwinds

  • Targeting increased net sales
  • Expecting consistent gross profit performance
  • Expecting consistent operating expense performance
  • Anticipating a solid increase in net income
  • Expecting a solid increase in earnings per share

Headwinds

  • Forecasting higher interest rates
  • Expecting higher interest expense
  • No specific details on market challenges
  • No specific details on competitive pressures
  • No specific details on potential regulatory hurdles

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 2022

Historical avgQ4 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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