NYSE$FMC

FMC Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

FMC delivered solid results, driven by strong pricing actions and robust market demand.

FMC Corporation reported a 17% increase in revenue to $1.45 billion for Q2 2022, driven by strong market demand and pricing. The company's adjusted earnings per diluted share increased by 7% to $1.93. FMC raised its full-year revenue guidance to a range of $5.5 to $5.7 billion.

  • Revenue of $1.45 billion, an increase of 17 percent versus Q2 2021 and up 21 percent organically.
  • Consolidated GAAP net income of $131 million, down 35 percent versus Q2 2021.
  • Adjusted EBITDA of $360 million, up 3 percent versus Q2 2021.
  • Adjusted earnings per diluted share of $1.93, up 7 percent versus Q2 2021.

Headline financials

Total Revenue

$1.45B

Previous: $1.24B+16.9%
EPS (adj)

$1.93

Previous: $1.81+6.6%
Adjusted EBITDA

$360M

Previous: $347M+3.7%
Capital Expenditures

-$73.7M

Previous: -$46.9M-57.1%
Free Cash Flow

$60.5M

Previous: $156M-61.2%
Net Income

$134M

Previous: $203M-33.9%
Operating Income

$236M

Previous: $289M-18.3%
Gross Profit

$591M

Previous: $532M+11.1%
Cash & Equivalents

$592M

Previous: $729M-18.8%
Total Assets

$11B

Previous: $10.9B+0.9%
Stock-Based Comp

$5.8M

Previous: $4.3M+34.9%

Revenue & EPS history

FMC · Revenue · Quarterly

$1.45B

Q2 2022+16.9%vs Q2 2021
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

Full-year 2022 revenue is now forecasted to be in the range of $5.5 billion to $5.7 billion, representing an increase of 11 percent at the midpoint versus 2021 driven by volume and price growth in all regions partially offset by foreign currency impact in EMEA and Asia.

Tailwinds

  • Full-year 2022 revenue is now forecasted to be in the range of $5.5 billion to $5.7 billion, representing an increase of 11 percent at the midpoint versus 2021 driven by volume and price growth in all regions partially offset by foreign currency impact in EMEA and Asia.
  • Full-year adjusted EBITDA range has been narrowed and is now expected to be $1.36 billion to $1.44 billion, representing 6 percent year-over-year growth at the midpoint.
  • The range for 2022 adjusted earnings per share is narrowed and it is now expected to be $7.00 to $7.70 per diluted share, representing an increase of 6 percent year-over-year at the midpoint.
  • Interest expense is now expected to be $135 million to $155 million.
  • Full-year free cash flow is expected to be $565 million to $685 million.

Headwinds

  • The company expects the highest cost increases of the year in the third quarter with continued, but lower, cost inflation in the fourth quarter.
  • The company’s decision to cease operations and business in Russia will also be a headwind.
  • Third quarter revenue is expected to be in the range of $1.31 billion to $1.39 billion, representing a 13 percent increase at the midpoint compared to third quarter 2021.
  • Adjusted EBITDA is forecasted to be in the range of $235 million to $255 million, representing a 16 percent decrease at the midpoint versus third quarter 2021.
  • FMC expects adjusted earnings per diluted share to be in the range of $1.00 to $1.20 in the third quarter, a decrease of 23 percent at the midpoint versus third quarter 2021.

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

-1.0%

Avg return

5 days after

-0.9%

Avg return

30 days after

49%

35 / 72 earnings

Positive

+12.6%

Q3 2021

Best reaction

-46.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.3%+1.5%-6.8%
Q4 2025-19.5%-5.8%-17.4%
Q3 2025-46.5%-53.8%-50.8%
Q1 2025-8.3%-15.0%-3.2%
Q4 2024-33.5%-35.0%-23.6%
Q3 2024+8.3%+2.6%-3.3%
Q2 2024+10.0%+5.5%+10.4%
Q1 2024+7.9%+9.2%-6.5%
Q4 2023-13.0%-15.8%+0.1%
Q3 2023-6.5%-2.6%-7.4%
Q2 2023-3.2%-3.2%-8.4%
Q1 2023-5.8%-8.2%-15.8%
Q4 2022+1.9%+4.0%-2.3%
Q3 2022+0.8%+4.7%+9.4%
Q2 2022-0.1%-2.5%-2.1%
Q1 2022-6.8%-10.2%-8.2%
Q4 2021+8.5%+8.9%+15.0%
Q3 2021+12.6%+14.1%+10.8%
Q2 2021-7.5%-10.6%-9.3%
Q1 2021-1.4%-0.6%-0.6%
Q4 2020-7.5%-7.7%-6.8%
Q3 2020+1.9%+5.8%+15.0%
Q2 2020+1.2%+3.8%+3.5%
Q1 2020+2.6%+4.3%+11.3%
Q4 2019+9.0%+5.9%-8.5%
Q3 2019+8.3%+13.1%+17.6%
Q2 2019+2.8%+2.2%+1.7%
Q1 2019+1.2%+2.4%+1.4%
Q4 2018-2.7%+5.4%+12.2%
Q3 2018+3.9%+3.9%+3.4%
Q2 2018-3.7%-2.0%-4.9%
Q1 2018+4.9%+10.0%+10.6%
Q4 2017-1.0%+0.8%+0.0%
Q3 2017+2.6%+2.3%-3.4%
Q2 2017+9.8%+10.4%+12.9%
Q1 2017-3.0%-0.3%+3.6%
Q4 2016-5.4%-4.1%-3.3%
Q3 2016+7.9%+13.5%+19.8%
Q2 2016+2.0%+2.1%-1.2%
Q1 2016+9.4%
Q4 2015-2.9%
Q3 2015+9.6%
Q2 2015+0.8%
Q1 2015-5.2%
Q4 2014+4.4%
Q3 2014+0.6%
Q2 2014-4.1%
Q1 2014-3.7%
Q4 2013+2.9%
Q3 2013-1.5%
Q2 2013+3.2%
Q1 2013-3.8%
Q4 2012-4.5%
Q3 2012-1.4%
Q2 2012-3.6%
Q1 2012-2.3%
Q4 2011+2.1%
Q3 2011+7.0%
Q2 2011-5.8%
Q1 2011+1.6%
Q4 2010-6.5%
Q3 2010+1.7%
Q2 2010+1.5%
Q1 2010-0.0%
Q1 2009-0.0%
Q4 2007-2.5%
Q4 2009-2.5%
Q3 2009+0.8%
Q3 2008+0.8%
Q2 2008-2.5%
Q4 2008-2.5%
Q2 2009-2.5%

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