NYSE$MLI

Mueller Industries Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Mueller Industries' first quarter performance reflected a normalization of demand and the impact of rationalization actions taken in 2023.

Mueller Industries reported a decrease in net sales and net income for the first quarter of 2024, primarily due to lower demand and prices, but maintained strong cash generation and a healthy cash balance.

  • Net income was $138.4 million, compared to $173.2 million in the first quarter of 2023.
  • Net sales decreased to $849.7 million from $971.2 million year-over-year.
  • Diluted EPS was $1.21, down from $1.54 in the same period last year.
  • Cash balance at quarter end was $1.36 billion, with net cash generated from operations at $173.6 million.

Headline financials

Total Revenue

$850M

Previous: $971M-12.5%
EPS

$1.21

Previous: $1.54-21.4%
Capital Expenditures

-$16.4M

No prior period
Free Cash Flow

$138M

Previous: $173M-20.1%
Net Income

$138M

Previous: $173M-20.1%
Operating Income

$183M

Previous: $229M-19.9%
Gross Profit

-$608M

Previous: -$679M+10.4%
Cash & Equivalents

$1.36B

Previous: $611M+122.1%
Total Assets

$2.89B

Previous: $2.48B+16.7%
Stock-Based Comp

$6.23M

Previous: $5.64M+10.5%

Revenue & EPS history

Mueller Industries · Revenue · Quarterly

$850M

Q1 2024-12.5%vs Q1 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Mueller Industries anticipates a rebound in demand and expects another strong year of cash flow from operations, focusing on reinvestment and growth through acquisition, including the Nehring Electrical Works acquisition.

Tailwinds

  • Long-term outlook for the business remains positive.
  • Well positioned for the expected rebound in demand.
  • Anticipate another strong year of cash flow from operations.
  • Priorities remain reinvestment in operations to be a low cost producer.
  • Growth through acquisition.

Headwinds

  • Economic conditions.
  • Currency conditions.
  • Continued availability of raw materials and energy.
  • Market demand.
  • Pricing.

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 2024

Historical avgQ1 2024

+2.2%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+6.1%

Avg return

30 days after

71%

49 / 69 earnings

Positive

+15.8%

Q2 2022

Best reaction

-12.5%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.3%+12.5%+10.4%
Q4 2025-11.2%-15.3%-16.0%
Q3 2025+4.1%+2.7%+4.2%
Q2 2025+3.1%+1.8%+9.9%
Q1 2025+2.6%+0.4%+6.0%
Q4 2024-2.2%+2.9%+1.9%
Q3 2024+12.4%+13.6%+27.2%
Q2 2024+2.0%+9.0%+7.4%
Q1 2024+8.3%+7.1%+8.8%
Q4 2023+1.5%+2.7%+7.4%
Q3 2023+6.4%+7.8%+16.4%
Q2 2023-10.9%-11.4%-17.2%
Q1 2023+1.5%+3.7%+10.1%
Q4 2022+6.9%+4.6%+7.4%
Q3 2022+3.5%+3.2%+12.8%
Q2 2022+15.8%+14.5%+28.1%
Q1 2022+13.7%+9.3%+0.7%
Q4 2021+6.0%+6.8%+11.5%
Q3 2021+7.9%+13.0%+39.1%
Q2 2021+10.3%+9.5%+12.3%
Q1 2021+0.8%+1.5%+3.0%
Q4 2020+1.0%+4.9%+14.2%
Q3 2020+2.2%+4.2%+12.5%
Q2 2020+5.3%+4.2%+12.5%
Q1 2020+1.4%-0.3%+4.4%
Q4 2019+14.0%+11.4%-7.3%
Q3 2019+5.1%+5.6%+5.0%
Q2 2019+9.4%+11.6%-4.6%
Q1 2019-7.6%-5.6%-11.9%
Q4 2018+15.2%+17.0%+19.4%
Q3 2018-4.7%-2.5%-5.6%
Q2 2018+10.0%+9.5%+12.9%
Q1 2018+0.1%+0.8%+9.1%
Q4 2017-12.5%-14.7%-13.3%
Q3 2017+0.8%-1.4%+2.5%
Q2 2017+2.0%+2.9%-4.1%
Q1 2017-4.2%-6.2%-16.4%
Q4 2016+4.3%+7.3%-3.3%
Q3 2016-3.4%-4.6%+22.3%
Q2 2016+1.4%+0.6%+2.9%
Q1 2016+2.7%
Q4 2015+0.0%
Q3 2015+1.8%
Q2 2015-4.1%
Q1 2015-2.7%
Q4 2014+6.0%
Q3 2014+5.9%
Q2 2014+3.6%
Q1 2014-3.9%
Q4 2013-2.7%
Q3 2013-0.4%
Q2 2013+3.6%
Q1 2013+1.5%
Q4 2012+2.1%
Q3 2012-5.4%
Q2 2012-0.6%
Q1 2012+2.7%
Q4 2011-0.9%
Q3 2011+9.1%
Q2 2011-2.7%
Q1 2011+0.3%
Q1 2010+0.3%
Q2 2010+0.3%
Q4 2010-2.4%
Q4 2008-2.4%
Q3 2010+1.2%
Q3 2009+1.2%
Q2 2009+2.8%
Q4 2009+2.8%

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