NYSE$MEC

Mayville Engineering Company Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

MEC's financial performance was driven by robust demand across end markets.

Mayville Engineering Company (MEC) announced strong second-quarter results, driven by ongoing demand across end markets. The company reported net sales of $120.2 million and net income of $3.3 million, with adjusted EBITDA reaching $14.0 million.

  • Net sales reached $120.2 million, a significant increase compared to the prior year period.
  • Net income was reported at $3.3 million for the quarter.
  • Adjusted EBITDA amounted to $14.0 million.
  • The company is progressing with a new 450,000 sq. ft. facility in Hazel Park, MI, slated for production in early 2022.

Headline financials

Total Revenue

$120M

Previous: $62.6M+92.1%
EPS (adj)

$0.16

Previous: -$0.35+145.7%
Adjusted EBITDA

$14M

Previous: $2.3M+508.7%
Capital Expenditures

-$17M

Previous: -$3.65M-365.1%
Free Cash Flow

-$13.7M

Previous: -$10.7M-28.4%
Net Income

$3.29M

Previous: -$7.01M+146.9%
Operating Income

$4.8M

Previous: -$8.9M+154.0%
Gross Profit

$16.3M

Previous: -$1.15M+1510.7%
Cash & Equivalents

$119K

Previous: $120K-0.8%
Total Assets

$366M

Previous: $344M+6.5%
Stock-Based Comp

$1.39M

Previous: $1.16M+19.8%

Revenue & EPS history

MEC · Revenue · Quarterly

$120M

Q2 2021+92.1%vs Q2 2020
Beat estimate in 8 of 12 quarters(67%)
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

The Company confirms its 2021 financial outlook, and slightly increasing its revenue range based on the impact of increased material price pass throughs.

Tailwinds

  • Well positioned to sustain our momentum
  • Confident in our ability to meet our current guidance
  • Assuming the economy remains relatively consistent
  • Assuming supply chain issues do not deteriorate significantly
  • Focused on working with our customers as they strive to meet burgeoning demand for their products and work around shortages

Headwinds

  • Finding quality employees continue to be challenges in 2021
  • Inflationary pressures continue to be challenges in 2021
  • Supply chain constraint factors continue to be challenges in 2021
  • The negative impacts the coronavirus (COVID-19) has had and will continue to have on our business
  • Actual results may differ materially from those contemplated by these forward-looking statements as a result of various factors.

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

-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

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