NYSE$MEI

Methode Electronics Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Methode's Q1 2022 financial results were reported, showing increased net sales and income from operations.

Methode Electronics reported a strong first quarter with net sales up 51% and income from operations up 147%. The company reaffirmed its full-year guidance, but noted potential challenges from ongoing supply chain disruptions.

  • Net sales increased by 51% to $287.8 million.
  • Electric and hybrid vehicle applications accounted for 16% of net sales.
  • Income from operations rose by 147% to $34.1 million.
  • The company repurchased 157,513 shares of its common stock for $7.6 million.

Headline financials

Total Revenue

$288M

Previous: $191M+50.8%
EPS (adj)

$0.76

Previous: $0.41+85.4%
Adjusted EBITDA

$48.5M

Previous: $29.3M+65.5%
Capital Expenditures

-$15.9M

Previous: -$11.6M-37.1%
Free Cash Flow

-$6.2M

Previous: $4.8M-229.2%
Net Income

$29.1M

Previous: $20.7M+40.6%
Operating Income

$34.1M

Previous: $13.8M+147.1%
Gross Profit

$71.7M

Previous: $45.1M+59.0%
Cash & Equivalents

$208M

Previous: $211M-1.5%
Total Assets

$1.46B

Previous: $1.42B+2.9%
Stock-Based Comp

$4M

Previous: $900K+344.4%

Revenue & EPS history

Methode · Revenue · Quarterly

$288M

Q1 2022+50.8%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Methode · $287M total across 3 segments · Q1 2022

  • Automotive
    $196M+56.5%
  • Industrial
    $78.5M+51.0%
  • Interface
    $12.7M-5.2%

Forward guidance

Methode reaffirmed its expectation for fiscal year 2022 net sales to be in the range of $1,175 to $1,235 million and for diluted earnings per share to be in the range of $3.35 to $3.75. The guidance is subject to disruption due to a variety of factors including the ongoing semiconductor shortage and other supply chain disruptions.

Headwinds

  • Ongoing supply chain challenges
  • Semiconductor shortages
  • Potential for performance below the midpoint of guidance ranges
  • Dynamic and challenging situation
  • Unspecified variety of factors

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 2022

Historical avgQ1 2022

-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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