NYSE$FMC

FMC Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

FMC reported second quarter earnings at the higher end of guidance, driven by volume growth and restructuring savings, while updating the full-year outlook to reflect a more modest market recovery.

FMC Corporation reported Q2 2024 revenue of $1.04 billion, a 2% increase compared to Q2 2023, and a GAAP income of $2.35 per diluted share, up 879% versus Q2 2023. Adjusted earnings per diluted share were $0.63, a 26% increase versus Q2 2023. The company has updated its full-year 2024 revenue outlook to $4.30 to $4.50 billion.

  • Revenue reached $1.04 billion, a 2% increase versus Q2 2023 (4% organically).
  • GAAP net income was $295 million.
  • Adjusted EBITDA was $202 million, an 8% increase versus Q2 2023.
  • Adjusted earnings per diluted share reached $0.63, a 26% increase versus Q2 2023.

Headline financials

Total Revenue

$1.04B

Previous: $1.01B+2.4%
EPS

$2.35

Previous: $0.50+370.0%
Organic Revenue Change (non-GAAP)

4.0%

No prior period
Capital Expenditures

-$30.6M

Previous: -$75.8M+59.6%
Free Cash Flow

$265M

Previous: -$45.3M+683.9%
Net Income

$295M

Previous: $30.5M+867.5%
Operating Income

$62.3M

Previous: $132M-52.9%
Gross Profit

$398M

Previous: $433M-8.0%
Cash & Equivalents

$472M

Previous: $942M-49.9%
Total Assets

$12.1B

Previous: $12B+1.5%
R&D Expense

$75.9M

No prior period
Stock-Based Comp

$4.9M

Previous: $6.3M-22.2%

Revenue & EPS history

FMC · Revenue · Quarterly

$1.04B

Q2 2024+2.4%vs Q2 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

FMC has updated its full-year 2024 revenue outlook to be in the range of $4.30 billion to $4.50 billion, representing a decrease of 2% at the midpoint versus 2023. The company has reduced full-year adjusted EBITDA guidance to a range of $880 million and $940 million, a 7% decline at the midpoint versus both prior year and prior guidance, due to the lower revenue outlook. The revised 2024 adjusted earnings outlook is now $3.02 to $3.64 per diluted share, representing a year-over-year decrease of 12% at the midpoint due primarily to lower earnings.

Tailwinds

  • Mid-single digit volume growth is expected.
  • Benefits from restructuring are now expected to contribute $75 million to $100 million, net of inflation, to full-year adjusted EBITDA.
  • Sales in the second half of 2024 are expected to be in the range of $2.34 billion to $2.54 billion, a 15 percent increase at the midpoint versus prior year.
  • Higher volume from strong growth of new products and improving market conditions are expected to more than offset low-single digit pricing pressure and FX headwinds.
  • Adjusted EBITDA in the second half is forecasted to be $518 million to $578 million, representing growth of 28 percent at the midpoint versus the second half of 2023.

Headwinds

  • Revenue outlook reflects a 2 percent decline at the midpoint versus 2023.
  • Adjusted EBITDA range reflects a 7 percent decline at the midpoint versus 2023.
  • Adjusted earnings per diluted share outlook reflects a 12 percent decline at the midpoint versus 2023.
  • Revised revenue guidance is 4 percent lower at the midpoint versus prior guidance to reflect lower first half sales and delayed demand recovery.
  • Lower price on a year-on-year basis.

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 2024

Historical avgQ2 2024

-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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