NYSE$HI

Hillenbrand Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Hillenbrand reported solid results driven by strong growth within Molding Technology Solutions and COVID-19 related demand at Batesville.

Hillenbrand's Q2 2021 results showed an 11% increase in revenue to $722 million, driven by Molding Technology Solutions and COVID-19 related demand at Batesville. GAAP EPS was $1.03, and adjusted EPS increased 40% to $0.98. The company's backlog increased 30% year over year to a record $1.52 billion.

  • Revenue increased 11% year over year to $722 million, with pro forma revenue up 18%.
  • GAAP EPS was $1.03, compared to a loss of $0.99 in the prior year, while adjusted EPS increased 40% to $0.98.
  • Backlog increased 30% year over year to a record $1.52 billion.
  • Cash flow from operations increased to $193 million, and net leverage decreased to 1.7x.

Headline financials

Total Revenue

$722M

Previous: $649M+11.3%
EPS (adj)

$0.98

Previous: $0.53+84.9%
APS Order Backlog

$1.16B

Previous: $982M+18.0%
MTS Order Backlog

$362M

Previous: $187M+93.6%
Net Income

$78.1M

Previous: -$74M+205.5%
Operating Income

$239M

Previous: $57.7M+314.4%
Gross Profit

$246M

Previous: $194M+26.9%
Cash & Equivalents

$345M

Previous: $374M-7.8%
Total Assets

$3.92B

Previous: $4.19B-6.5%
Stock-Based Comp

$6.2M

Previous: $3.4M+82.4%

Revenue & EPS history

Hillenbrand · Revenue · Quarterly

$722M

Q2 2021+11.3%vs Q2 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Hillenbrand · $556M total across 2 segments · Q2 2021

  • Advanced Process Solutions
    $301M
  • Molding Technology Solutions
    $255M

Forward guidance

Hillenbrand is providing guidance for the fiscal third quarter 2021. Total quarterly revenue expected to be between $665 and $695 million, or increase 13% - 17% year over year on a pro forma basis which excludes Red Valve and ABEL. Adjusted EPS of $0.70- $0.80.

Tailwinds

  • Total quarterly revenue expected to be between $665 and $695 million
  • Advanced Process Solutions revenue expected to be between $312 and $326 million
  • Molding Technology Solutions expected to be between $228 and $239 million
  • Adjusted EPS of $0.70- $0.80
  • Total quarterly revenue expected to increase 13% - 17% year over year on a pro forma basis which excludes Red Valve and ABEL

Headwinds

  • Continued uncertainties regarding the duration and severity of the COVID-19 pandemic including vaccine rollout and effectiveness
  • Resurgence of the virus in various parts of the world
  • Supply chain uncertainties
  • Assumes a gradual stabilization of the global economy continues
  • Assumes no significant increase in pandemic-related disruptions to the Company’s businesses

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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