NYSE$HI

Hillenbrand Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Hillenbrand reported a solid second quarter with increased revenue and adjusted EPS, driven by strong demand for industrial products and solutions.

Hillenbrand's fiscal second quarter 2022 results showed a 3% increase in revenue to $742 million and a 3% increase in adjusted EPS to $1.01. The company's total backlog increased by 14% to $1.7 billion. They reaffirmed full year adjusted EPS guidance of $3.80 to $4.00 and fiscal Q3 adjusted EPS of $0.83 to $0.90.

  • Revenue increased by 3% to $742 million compared to the prior year, or 5% on a pro forma basis.
  • GAAP EPS decreased 28% to $0.74, while adjusted EPS increased 3% to $1.01, primarily due to higher volume in Advanced Process Solutions.
  • Total backlog increased 14% to $1.7 billion compared to the prior year on a pro forma basis.
  • The company completed $67 million of share repurchases during the quarter and subsequently through May 5, 2022.

Headline financials

Total Revenue

$742M

Previous: $722M+2.7%
EPS (adj)

$1.01

Previous: $0.98+3.1%
APS Order Backlog

$1.3B

Previous: $1.16B+12.2%
MTS Order Backlog

$418M

Previous: $362M+15.4%
Net Income

$54.3M

Previous: $78.1M-30.5%
Operating Income

$206M

Previous: $239M-13.8%
Gross Profit

$243M

Previous: $246M-1.1%
Cash & Equivalents

$445M

Previous: $345M+29.0%
Total Assets

$4.07B

Previous: $3.92B+3.8%
Stock-Based Comp

$6.1M

Previous: $6.2M-1.6%

Revenue & EPS history

Hillenbrand · Revenue · Quarterly

$742M

Q2 2022+2.7%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Hillenbrand · $566M total across 2 segments · Q2 2022

  • Advanced Process Solutions
    $315M+4.7%
  • Molding Technology Solutions
    $251M-1.6%

Forward guidance

Hillenbrand is updating its annual guidance for fiscal year 2022 and providing adjusted EPS guidance for fiscal third quarter. Revenue and EBITDA margin guidance is on a pro forma basis, excluding the divested Red Valve, ABEL, and TerraSource businesses.

Tailwinds

  • Reaffirming full year adj. EPS of $3.80 to $4.00
  • Fiscal Q3 adj. EPS of $0.83 to $0.90
  • Advanced Process Solutions Revenue $1,275 – $1,315 million, YOY 8 – 12%
  • Molding Technology Solutions Revenue $1,015 – $1,045 million, YOY 2 – 5%
  • Advanced Process Solutions Adj. EBITDA 20.0 – 21.0%, YOY 50 – 150 bps

Headwinds

  • Batesville Revenue $605 – $615 million, YOY (3) – (1)%
  • Total Hillenbrand Adj. EBITDA $516 – $558 million, YOY (3) – 4%
  • Molding Technology Solutions Adj. EBITDA 20.0 – 21.0%, YOY (30) – 70 bps
  • Batesville Adj. EBITDA 20.0 – 21.0%, YOY (570) – (470) bps
  • Total Hillenbrand Revenue $2,895 – $2,975 million, YOY 4 – 6%

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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro