NYSE$MEC

Mayville Engineering Company Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

MEC's first quarter results reflected improved operating performance and cost-saving benefits, but were impacted by market demand changes and the COVID-19 pandemic.

Mayville Engineering Company (MEC) reported net sales of $108.6 million and a net income of $0.1 million for the first quarter of 2020. The company's adjusted EBITDA was $11.4 million. MEC withdrew its guidance due to the uncertainty caused by the COVID-19 pandemic.

  • Net sales were $108.6 million.
  • Net income was $0.1 million.
  • Adjusted EBITDA was $11.4 million.
  • Company withdrew guidance due to uncertainty regarding the impact of the coronavirus (COVID-19).

Headline financials

Total Revenue

$109M

Previous: $144M-24.4%
EPS (adj)

$0.00

Previous: $0.18-98.6%
Adjusted EBITDA

$11.4M

No prior period
Adjusted EBITDA Margin

10.5%

No prior period
Capital Expenditures

-$2.38M

Previous: -$8.15M+70.9%
Free Cash Flow

-$2.33M

Previous: -$5.69M+59.1%
Net Income

$50K

Previous: $2.46M-98.0%
Operating Income

$1.57M

Previous: $6.05M-74.1%
Gross Profit

$11.8M

Previous: $19.6M-39.5%
Cash & Equivalents

$13M

Previous: $28K+46332.1%
Total Assets

$381M

Previous: $405M-6.1%

Revenue & EPS history

MEC · Revenue · Quarterly

$109M

Q1 2020-24.4%vs Q1 2019
Beat estimate in 7 of 11 quarters(64%)
ActualEstimate

Revenue by segment

MEC · $158M total across 6 segments · Q3 2023

  • Commercial Vehicle
    $57.3M
  • Construction & Access
    $26.3M
  • Powersports
    $25.1M
  • Other
    $23.5M
  • Agriculture
    $15M
  • Military
    $11M

Forward guidance

Based on the uncertainty of the overall economic outlook due to the COVID-19 pandemic, we are withdrawing guidance. At this time, our aim is to provide updated guidance as the economic outlook becomes clearer.

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 Q1 2020

Historical avgQ1 2020

-1.3%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+5.6%

Avg return

30 days after

39%

11 / 28 earnings

Positive

+17.6%

Q3 2022

Best reaction

-37.7%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%+19.6%+45.9%
Q4 2025-1.8%-10.8%-13.7%
Q3 2025-10.4%-6.3%-8.3%
Q1 2025-3.8%+11.7%+13.7%
Q4 2024-0.1%+8.2%-8.8%
Q3 2024-16.3%-18.1%-19.7%
Q2 2024+10.9%+13.0%+11.3%
Q1 2024+7.4%+16.2%+16.1%
Q4 2023+6.8%+3.6%+6.9%
Q3 2023+3.6%+6.9%+11.9%
Q2 2023-7.9%+0.2%-2.9%
Q1 2023-5.9%-17.5%-2.3%
Q4 2022-4.0%-4.7%-8.4%
Q3 2022+17.6%+45.1%+99.2%
Q2 2022-0.8%-3.4%-3.9%
Q1 2022+8.2%-1.2%+9.6%
Q4 2021-5.7%-2.0%-9.4%
Q3 2021-4.8%-4.8%-18.8%
Q2 2021-2.4%-1.3%-16.8%
Q1 2021-5.7%+8.2%+18.6%
Q4 2020+1.4%+6.3%+3.2%
Q3 2020+14.3%+15.6%+24.6%
Q2 2020-1.5%+6.4%+14.0%
Q1 2020+8.3%+30.4%+34.5%
Q4 2019-6.2%+2.0%-15.4%
Q3 2019-37.7%-19.9%-26.8%
Q2 2019-5.8%-11.3%+1.9%
Q1 2019+3.3%-5.7%+0.4%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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