NYSE$BMI

Badger Meter Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Badger Meter experienced record sales driven by strong customer demand and effective supply chain management, with EPS increasing due to improved operating margins.

Badger Meter reported record sales for the second quarter, driven by strong customer demand, effective supply chain management, and continued price realization. EPS increased 19% year-over-year, and the company continues to experience robust orders and backlog expansion.

  • Total sales increased 12% year-over-year to $137.8 million.
  • Diluted earnings per share (EPS) increased 19% to $0.57 compared to $0.48 in the prior year.
  • Operating profit margins expanded 80 basis points year-over-year.
  • Robust demand environment continued with strong order pace and record backlog.

Headline financials

Total Revenue

$138M

Previous: $123M+12.2%
EPS (adj)

$0.57

Previous: $0.48+18.7%
Operating Margin

16.0%

Previous: 15.2%+5.3%
Capital Expenditures

-$2.77M

Previous: -$4.38M+36.7%
Free Cash Flow

$13.9M

Previous: $9.59M+44.8%
Net Income

$16.7M

Previous: $14M+19.3%
Operating Income

$22.1M

Previous: $18.7M+18.3%
Gross Profit

$54.8M

Previous: $50.1M+9.3%
Cash & Equivalents

$100M

Previous: $57.4M+74.7%
Total Assets

$560M

Previous: $499M+12.2%
Stock-Based Comp

$851K

Previous: $573K+48.5%

Revenue & EPS history

Badger Meter · Revenue · Quarterly

$138M

Q2 2022+12.2%vs Q2 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Badger Meter · $8M total across 1 segment · Q4 2019

  • Municipal Water
    $8M

Forward guidance

Badger Meter expects to deliver sustainable sales growth and shareholder value, while furthering its vision to preserve and protect the world’s most precious resource.

Tailwinds

  • Strong demand for digital water solutions.
  • Modestly improving supply chain conditions.
  • Supply chain execution and pricing actions mitigating inflation pressures.
  • Durable business model and increasing digital solutions mix.
  • Proven execution and strong balance sheet.

Headwinds

  • Uncertain macroeconomic conditions.
  • Possible ongoing negative impacts of COVID-19 on the global economy.
  • General economic conditions.
  • Supply chain risk.
  • Material and labor cost increases.

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

+1.6%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.6%

Avg return

30 days after

58%

38 / 66 earnings

Positive

+17.8%

Q3 2012

Best reaction

-13.2%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.5%-18.9%-25.5%
Q4 2025-11.0%-7.7%-7.3%
Q3 2025-5.5%-0.1%-10.3%
Q2 2025-1.0%-2.8%-7.9%
Q1 2025+9.6%+13.4%+33.2%
Q4 2024+2.6%+6.2%+0.8%
Q3 2024-5.5%-9.5%-2.0%
Q2 2024+3.9%+3.7%+3.1%
Q1 2024+15.5%+21.8%+28.9%
Q4 2023-3.9%-5.5%+2.8%
Q3 2023+1.6%+1.6%+10.1%
Q2 2023+12.6%+13.2%+9.5%
Q1 2023+12.6%+10.2%+18.1%
Q4 2022-3.2%+2.5%+1.1%
Q3 2022+0.7%+7.2%+19.8%
Q2 2022+9.5%+7.9%+22.4%
Q1 2022-7.1%-11.3%-17.8%
Q4 2021+17.3%+19.7%+16.0%
Q3 2021-0.6%+1.1%+6.3%
Q2 2021+4.6%+5.9%+8.2%
Q1 2021-1.9%+1.0%-3.7%
Q4 2020-2.7%-0.4%+12.4%
Q3 2020+7.6%+5.0%+6.7%
Q2 2020-4.1%-3.1%+2.9%
Q1 2020+11.7%+6.8%+6.7%
Q4 2019+6.0%+10.5%+3.1%
Q3 2019+17.2%+13.7%+14.3%
Q2 2019-7.3%-7.2%-7.2%
Q1 2019-3.1%-3.3%-9.8%
Q4 2018+8.1%+10.1%+5.8%
Q3 2018-2.3%-3.1%+6.4%
Q2 2018+11.5%+14.9%+15.0%
Q1 2018-8.2%-5.7%-6.7%
Q4 2017-0.5%-3.0%+1.2%
Q3 2017-13.2%-14.8%-14.9%
Q2 2017+8.0%+9.7%+6.8%
Q1 2017+10.1%+15.0%+8.0%
Q4 2016-8.9%-7.0%-11.1%
Q3 2016-7.1%-4.3%+5.6%
Q2 2016-4.9%-6.3%-7.4%
Q1 2016+11.0%
Q4 2015+0.6%
Q3 2015-5.2%
Q2 2015-10.9%
Q1 2015+0.3%
Q4 2014+0.6%
Q3 2014+1.5%
Q2 2014+5.1%
Q1 2014-3.0%
Q4 2013+4.7%
Q3 2013+4.3%
Q2 2013+2.3%
Q1 2013-10.5%
Q4 2012-5.1%
Q3 2012+17.8%
Q2 2012-9.0%
Q1 2011+2.7%
Q1 2012+2.9%
Q4 2009+3.9%
Q4 2011+3.9%
Q3 2010+9.9%
Q3 2011+9.9%
Q4 2010+1.1%
Q2 2010+1.1%
Q2 2011+1.1%
Q1 2010-0.6%

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