NYSE$MEI

Methode Electronics Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Methode reported a decrease in net sales and net income due to the COVID-19 pandemic's impact on the Automotive and Industrial segments.

Methode Electronics reported a decrease in net sales to $190.9 million compared to $270.2 million in the same quarter of fiscal 2020, primarily due to lower sales volume in the Automotive and Industrial segments as a result of the COVID-19 pandemic. Net income was $20.7 million, or $0.54 per diluted share, compared to $28.3 million, or $0.75 per diluted share, in the same quarter of fiscal 2020.

  • Net sales were $190.9 million.
  • Net income was $20.7 million, or $0.54 per diluted share.
  • Selling and administrative expense decreased $5.8 million from fiscal first quarter 2020.
  • EBITDA was $29.3 million.

Headline financials

Total Revenue

$191M

Previous: $270M-29.3%
EPS (adj)

$0.41

Previous: $0.75-45.3%
Adjusted EBITDA

$29.3M

Previous: $50.3M-41.7%
Capital Expenditures

-$11.6M

Previous: -$13.2M+12.1%
Free Cash Flow

$4.8M

Previous: $5.9M-18.6%
Net Income

$20.7M

Previous: $28.3M-26.9%
Operating Income

$13.8M

Previous: $38.6M-64.2%
Gross Profit

$45.1M

Previous: $75.8M-40.5%
Cash & Equivalents

$211M

Previous: $73.8M+185.9%
Total Assets

$1.42B

Previous: $1.27B+11.8%
Stock-Based Comp

$900K

Previous: $2.5M-64.0%

Revenue & EPS history

Methode · Revenue · Quarterly

$191M

Q1 2021-29.3%vs Q1 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Methode · $191M total across 3 segments · Q1 2021

  • Automotive
    $125M-32.8%
  • Industrial
    $52M-26.6%
  • Interface
    $13.4M+3.9%

Forward guidance

The company expects net sales in the fiscal second quarter of 2021 to improve sequentially and be in the range of $230 to $250 million.

Tailwinds

  • Demand experienced in the latter half of the first quarter
  • Demand seen early in the second quarter
  • Increase in awards for EV and hybrid programs
  • Awards from busbars
  • Awards from lead frames to interior and exterior lighting systems

Headwinds

  • Market uncertainty
  • Ongoing pandemic
  • Subject to disruption at any time
  • Variety of factors
  • Near-term outlook

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-1.1%

Avg return

Earnings day

-3.2%

Avg return

5 days after

-6.2%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+46.2%

Q4 2024

Best reaction

-32.9%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-12.6%-22.3%-22.5%
Q2 2026-11.2%-21.5%-22.9%
Q1 2026+12.8%+9.1%-7.8%
Q4 2025+0.1%-2.2%-27.2%
Q3 2025-28.9%-34.7%-41.1%
Q2 2025+9.6%+12.6%+5.9%
Q1 2025-3.2%-3.0%+10.1%
Q4 2024+46.2%+47.1%+7.2%
Q3 2024-32.9%-37.0%-42.8%
Q2 2024-11.8%-12.6%-14.0%
Q1 2024-22.2%-24.1%-21.8%
Q4 2023-12.7%-15.3%-25.0%
Q3 2023-9.8%-11.7%-12.4%
Q2 2023+10.0%+5.5%-2.9%
Q1 2023-2.8%-4.9%-8.2%
Q4 2022-0.1%-10.9%-18.5%
Q3 2022-5.3%-7.8%-5.0%
Q2 2022+0.9%+1.3%+9.7%
Q1 2022-10.3%-8.2%-8.7%
Q4 2021+1.9%+2.3%-4.3%
Q3 2021+5.6%+10.6%+6.6%
Q2 2021+5.0%+6.4%+7.1%
Q1 2021-2.4%-4.8%-4.8%
Q4 2020-7.5%-6.0%-6.8%
Q3 2020+2.0%-4.3%-15.8%
Q2 2020+14.3%+13.5%+8.6%
Q1 2020+11.7%+11.2%+19.6%
Q4 2019-1.2%+0.6%+7.8%
Q3 2019+6.0%+9.6%+7.5%
Q2 2019-23.0%-24.8%-22.8%
Q1 2019-2.3%-1.5%-10.8%
Q4 2018-11.2%-8.4%-13.5%
Q3 2018+1.0%+1.1%-0.9%
Q2 2018-7.3%-12.1%-9.3%
Q1 2018+0.9%-2.1%+7.1%
Q4 2017+4.8%+5.3%+4.8%
Q3 2017+2.7%+0.8%+5.2%
Q2 2017+9.2%+9.4%+5.3%
Q1 2017-3.7%-2.8%-4.6%
Q4 2016+6.0%+6.6%+15.2%
Q3 2016-1.3%
Q2 2016-8.0%
Q1 2016+17.3%
Q4 2015-29.4%
Q3 2015+6.1%
Q2 2015-16.7%
Q1 2015+19.0%
Q4 2014+11.4%
Q3 2014-14.9%
Q2 2014+43.4%
Q1 2014+35.5%
Q4 2013+10.1%
Q3 2013+5.2%
Q2 2013-6.7%
Q1 2013+4.9%
Q4 2010+7.6%
Q4 2012+7.6%
Q3 2012-2.6%
Q3 2011-2.6%
Q2 2011-6.9%
Q2 2012-6.9%
Q1 2011-18.3%
Q1 2012-18.3%
Q4 2011-18.3%
Q3 2010-16.6%

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