NYSE$HI

Hillenbrand Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Hillenbrand reported a solid start to fiscal 2023, with revenue from Advanced Process Solutions segment stronger than expected and the sale of Batesville business segment completed.

Hillenbrand's fiscal first quarter 2023 showed a 16% increase in revenue from continuing operations to $656 million, with a 4% organic increase. GAAP EPS from continuing operations increased 21% to $0.35, while adjusted EPS increased 25% to $0.70. The company updated its FY23 adjusted EPS guidance to $3.25 - $3.55.

  • Completed transformation into a pure-play industrial company with the sale of Batesville on February 1, 2023.
  • Revenue from continuing operations increased 16% to $656 million, with organic revenue up 4%.
  • GAAP EPS from continuing operations increased 21% to $0.35, and adjusted EPS increased 25% to $0.70.
  • Backlog of $1.96 billion increased 14%, or 5% organically.

Headline financials

Total Revenue

$656M

Previous: $728M-10.0%
EPS (adj)

$0.70

Previous: $0.94-25.5%
APS Order Backlog

$1.63B

Previous: $1.3B+25.4%
MTS Order Backlog

$334M

Previous: $406M-17.7%
Net Income

$45.5M

Previous: $49M-7.1%
Operating Income

$168M

Previous: $204M-17.5%
Gross Profit

$211M

Previous: $237M-11.1%
Cash & Equivalents

$194M

Previous: $447M-56.7%
Total Assets

$4.89B

Previous: $3.99B+22.3%
Stock-Based Comp

$5.1M

Previous: $5.9M-13.6%

Revenue & EPS history

Hillenbrand · Revenue · Quarterly

$656M

Q1 2023-10%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Hillenbrand · $656M total across 2 segments · Q1 2023

  • Advanced Process Solutions
    $413M+30.3%
  • Molding Technology Solutions
    $243M-2.4%

Forward guidance

Hillenbrand is providing updated annual guidance for fiscal year 2023 and quarterly adjusted EPS guidance for fiscal Q2 on a continuing operations basis.

Tailwinds

  • FY23 adjusted EPS from continuing operations of $3.25 - $3.55
  • Fiscal Q2 adjusted EPS from continuing operations of $0.65 - $0.73
  • Overall estimates for annual revenue, adjusted EBITDA, and adjusted EPS raised to reflect more favorable foreign currency estimates
  • Inclusion of the acquisition of Peerless in the updated guidance
  • Updated Revenue Outlook FY 2023 Range: Hillenbrand - Continuing Operations $2,770 - $2,860

Headwinds

  • Lower expected performance for Molding Technology Solutions due to the impact of continuing delays in customer orders
  • Challenging macroeconomic environment, with continued delays in customer decisions impacting orders within our Molding Technology Solutions segment
  • Inflation
  • Unfavorable foreign currency translation
  • Higher interest expense

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-0.6%

Avg return

Earnings day

-0.9%

Avg return

5 days after

-3.7%

Avg return

30 days after

45%

29 / 64 earnings

Positive

+18.5%

Q3 2025

Best reaction

-16.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026
Q4 2025+0.0%+0.3%+0.1%
Q3 2025+18.5%+26.8%+29.6%
Q2 2025-10.6%-9.5%-13.8%
Q1 2025-7.3%+1.1%-18.7%
Q4 2024+9.8%+5.3%+4.9%
Q3 2024-6.9%-14.0%-25.7%
Q2 2024-16.3%-14.5%-7.4%
Q1 2024-6.6%-2.6%+1.1%
Q4 2023-3.6%
Q3 2023-6.3%
Q2 2023-4.5%
Q1 2023-6.1%
Q4 2022+6.0%
Q3 2022-0.1%
Q2 2022-4.2%
Q1 2022+0.8%
Q4 2021+0.5%
Q3 2021+0.7%
Q2 2021-7.2%
Q1 2021+0.1%
Q4 2020+0.3%
Q3 2020+6.5%
Q2 2020+1.6%
Q1 2020-2.1%
Q4 2019-1.8%
Q3 2019-7.3%
Q2 2019-5.8%
Q1 2019+6.5%
Q4 2018-2.8%
Q3 2018+4.0%
Q2 2018-5.3%
Q1 2018+2.6%
Q4 2017+9.0%
Q3 2017+0.4%
Q2 2017+3.1%
Q1 2017-3.1%
Q4 2016+2.7%
Q3 2016-0.7%
Q2 2016-0.6%
Q1 2016-6.4%
Q4 2015-1.1%
Q3 2015+5.7%
Q2 2015+10.5%
Q1 2015-6.4%
Q4 2014+1.6%
Q3 2014+1.4%
Q2 2014-2.0%
Q1 2014+7.0%
Q4 2013+2.7%
Q3 2013-1.1%
Q2 2013-2.6%
Q1 2013-1.0%
Q4 2012+1.6%
Q3 2012+2.1%
Q2 2012+1.4%
Q1 2012+0.0%
Q4 2011+7.0%
Q3 2011-8.4%
Q2 2011-0.9%
Q1 2011-0.7%
Q4 2010-4.7%
Q3 2010-4.8%
Q3 2009-4.8%
Q2 2010+1.6%

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