NYSE$MKC

McCormick & Co Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

McCormick's second quarter results were impacted by discrete items, including COVID-related lockdowns in China and the conflict in Ukraine.

McCormick reported a 1% sales decline in the second quarter, but constant currency sales were comparable to the previous year, reflecting 7% growth from pricing actions offset by a 7% decline in volume and product mix. Operating income decreased to $157 million, and earnings per share was $0.44. The company updated its 2022 outlook to reflect these challenges.

  • Sales declined 1% in the second quarter, but were comparable in constant currency.
  • Operating income was $157 million, down from $237 million in the year-ago period.
  • Earnings per share was $0.44, compared to $0.68 in the previous year.
  • McCormick updated its 2022 outlook to reflect a more unfavorable impact of foreign currency rates, higher cost pressures, and significant disruption in China from COVID-related lockdowns.

Headline financials

Total Revenue

$1.54B

Previous: $1.56B-1.3%
EPS (adj)

$0.48

Previous: $0.69-30.4%
Capital Expenditures

-$102M

Previous: -$113M+9.9%
Free Cash Flow

$16.9M

Previous: $70.9M-76.2%
Net Income

$119M

Previous: $184M-35.5%
Operating Income

$157M

Previous: $237M-33.8%
Gross Profit

$523M

Previous: $615M-14.9%
Cash & Equivalents

$326M

Previous: $292M+11.7%
Total Assets

$13B

Previous: $12.8B+1.2%
Stock-Based Comp

$25.8M

Previous: $28.4M-9.2%

Revenue & EPS history

McCormick · Revenue · Quarterly

$1.54B

Q2 2022-1.3%vs Q2 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

McCormick · $1.54B total across 2 segments · Q2 2022

  • Consumer
    $866M-8.4%
  • Flavor Solutions
    $671M+9.7%

Forward guidance

McCormick updated its financial outlook for fiscal year 2022 to reflect a more unfavorable impact of foreign currency rates, the impact of higher cost pressures and the related pricing actions, the unfavorable impact of significant disruption in China from COVID-related lockdowns and the conflict in Ukraine. The Company expects sales to grow 3% to 5% compared to 2021. Adjusted earnings per share is expected to be in the range of $3.03 to $3.08.

Tailwinds

  • Sales growth to be driven by pricing actions.
  • Cost savings are expected to offset inflationary pressures over time.
  • Continued growth through the strength of its brands.
  • Brand marketing, new products, category management, and differentiated customer engagement.
  • Strong cash flow is expected.

Headwinds

  • Unfavorable impact of foreign currency rates.
  • Impact of higher cost pressures.
  • Unfavorable impact of significant disruption in China from COVID-related lockdowns.
  • Conflict in Ukraine.
  • Adjusted earnings per share outlook represents an expected decline of 1% to an increase of 1%.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.4%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+9.6%

Q1 2023

Best reaction

-12.7%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.9%-3.7%
Q4 2025-7.1%-4.7%+2.9%
Q3 2025-3.9%-2.4%-6.2%
Q2 2025-1.7%-0.8%-2.5%
Q1 2025-0.1%+1.4%-6.6%
Q4 2024+2.1%+4.7%+9.4%
Q3 2024-0.3%-2.1%-4.9%
Q2 2024+4.8%+3.8%+12.0%
Q1 2024+8.7%+9.8%+8.0%
Q4 2023+5.0%+5.3%+3.5%
Q3 2023-8.4%-13.6%-13.2%
Q2 2023-5.0%-4.0%-2.2%
Q1 2023+9.6%+12.4%+18.0%
Q4 2022-4.5%-3.7%-3.8%
Q3 2022+0.2%+3.5%+7.8%
Q2 2022-4.1%-4.8%+0.6%
Q1 2022-0.4%+4.4%+6.3%
Q4 2021+6.8%+9.3%+4.6%
Q3 2021-3.6%-4.3%-4.1%
Q2 2021+0.3%-0.3%-4.7%
Q1 2021-1.1%-1.0%+0.5%
Q4 2020-4.8%-4.9%-10.4%
Q3 2020-0.6%-1.2%-5.8%
Q2 2020+2.3%+4.1%+12.3%
Q1 2020-3.2%+2.6%+9.6%
Q4 2019-3.1%-5.4%-13.0%
Q3 2019+5.4%+8.1%+2.8%
Q2 2019+2.9%+4.9%+7.9%
Q1 2019+2.4%+4.7%+4.9%
Q4 2018-12.7%-12.8%-2.3%
Q3 2018+1.4%+2.7%+6.5%
Q2 2018+9.6%+8.9%+11.1%
Q1 2018-1.0%-0.5%-0.1%
Q4 2017+7.4%+7.9%+6.1%
Q3 2017+6.4%+1.7%+3.0%
Q2 2017-1.5%-1.7%-3.5%
Q1 2017-3.3%-3.8%-1.3%
Q4 2016+1.6%+1.5%+5.6%
Q3 2016-0.5%-1.6%-2.0%
Q2 2016+3.1%+4.2%-0.4%
Q1 2016+2.5%
Q4 2015+7.0%
Q3 2015-3.1%
Q2 2015-1.2%
Q1 2015+3.8%
Q4 2014-0.4%
Q3 2014+4.4%
Q2 2014+0.5%
Q1 2014+5.3%
Q4 2013-7.0%
Q3 2013-3.9%
Q2 2013-2.3%
Q1 2013-1.5%
Q4 2012-7.1%
Q3 2012-1.4%
Q2 2012+2.9%
Q1 2012+2.3%
Q4 2010-0.9%
Q4 2011-0.9%
Q3 2011+1.1%
Q2 2011+0.1%
Q2 2010+0.1%
Q1 2010+0.2%
Q1 2011+0.2%
Q4 2008-0.5%
Q3 2010-1.1%
Q4 2009-1.1%
Q3 2009-1.1%

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