NYSE$INGR

Ingredion Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Ingredion's financial performance improved in the second quarter of 2021, driven by strong demand and effective cost management.

Ingredion reported strong second-quarter results, with increased net sales, operating income, and earnings per share. The company benefited from robust demand across its segments and geographies, as well as effective cost management and operational efficiencies.

  • Net sales increased by 26% to $1.7 billion, driven by volume growth and favorable pricing.
  • Operating income rose to $207 million, compared to $120 million in the prior year.
  • Diluted earnings per share (EPS) increased to $1.93, up from $0.98 in the prior year.
  • The Company raised its full-year 2021 adjusted earnings per share guidance to $6.30 to $6.60.

Headline financials

Total Revenue

$1.76B

Previous: $1.35B+30.6%
EPS (adj)

$2.05

Previous: $1.12+83.0%
Capital Expenditures

$52M

No prior period
Free Cash Flow

$178M

Previous: $66M+169.7%
Net Income

$178M

Previous: $66M+169.7%
Operating Income

$222M

Previous: $113M+96.5%
Gross Profit

$367M

Previous: $271M+35.4%
Cash & Equivalents

$542M

Previous: $1.05B-48.2%
Total Assets

$7.1B

Previous: $6.61B+7.4%

Revenue & EPS history

Ingredion · Revenue · Quarterly

$1.76B

Q2 2021+30.6%vs Q2 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Ingredion · $655M total across 2 segments · Q2 2021

  • F&II LATAM
    $334M
  • Texture & Healthful
    $321M

Forward guidance

Ingredion raised its full-year 2021 adjusted earnings per share guidance to $6.30 to $6.60.

Tailwinds

  • Strong demand across segments
  • Effective cost management
  • Operational efficiencies
  • Favorable pricing environment
  • Volume growth

Headwinds

  • Raw material cost inflation
  • Supply chain disruptions
  • Currency fluctuations
  • Geopolitical risks
  • Uncertainty related to COVID-19

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 2021

Historical avgQ2 2021

+0.8%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-0.2%

Avg return

30 days after

60%

41 / 68 earnings

Positive

+12.6%

Q4 2015

Best reaction

-11.4%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%+0.7%-6.8%
Q4 2025+2.9%+2.4%-3.8%
Q3 2025-5.7%-4.9%-5.2%
Q1 2025+3.5%+2.6%+2.3%
Q4 2024-5.6%-5.1%-2.7%
Q3 2024+12.3%+13.1%+10.3%
Q2 2024+5.3%+8.5%+12.4%
Q1 2024+2.9%+4.1%-0.5%
Q4 2023+0.1%-2.2%+5.2%
Q3 2023+4.6%+7.1%+11.0%
Q2 2023-7.8%-9.9%-9.2%
Q1 2023+2.7%+2.6%+1.7%
Q4 2022-2.8%-1.6%-4.8%
Q3 2022+6.3%+6.1%+14.6%
Q2 2022+2.5%+3.0%-6.3%
Q1 2022-1.3%-3.3%+4.1%
Q4 2021-11.4%-10.3%-11.4%
Q3 2021+0.3%+2.7%-1.6%
Q2 2021-4.5%-3.4%-1.1%
Q1 2021-2.8%+0.5%+2.2%
Q4 2020+11.7%+14.1%+22.0%
Q3 2020+1.7%-2.3%+10.5%
Q2 2020-10.3%-9.0%-8.7%
Q1 2020+1.6%+6.7%+11.2%
Q4 2019+7.4%+6.9%-23.6%
Q3 2019+3.8%+5.7%+5.1%
Q2 2019+1.6%-0.5%-0.0%
Q1 2019-5.9%-7.3%-17.4%
Q4 2018-4.6%-5.6%-6.0%
Q3 2018+2.3%+4.3%+3.2%
Q2 2018+2.5%+6.1%+5.0%
Q1 2018-4.4%-6.3%-6.3%
Q4 2017-5.8%-9.3%-8.7%
Q3 2017+3.1%+3.4%+11.5%
Q2 2017-0.3%-1.1%+0.4%
Q1 2017-2.0%-2.8%-6.7%
Q4 2016-7.5%-6.0%-3.8%
Q3 2016-1.6%-0.2%-9.7%
Q2 2016+1.2%+1.6%+3.2%
Q1 2016+7.4%
Q4 2015+12.6%
Q3 2015+1.2%
Q2 2015+6.7%
Q1 2015+4.7%
Q4 2014-4.5%
Q3 2014+1.7%
Q2 2014-3.3%
Q1 2014+3.1%
Q4 2013+5.1%
Q3 2013-5.9%
Q2 2013+9.9%
Q1 2013-1.3%
Q4 2012-0.7%
Q3 2012+10.7%
Q2 2012+1.9%
Q4 2011+0.4%
Q1 2012-1.3%
Q4 2008-1.3%
Q3 2011-0.5%
Q2 2011-6.8%
Q4 2010+2.8%
Q1 2010+2.8%
Q1 2011+2.8%
Q3 2010+4.3%
Q3 2009+4.3%
Q2 2009+1.6%
Q4 2009+1.6%
Q2 2010+1.6%

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