NYSE$MLI

Mueller Industries Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Mueller Industries reported second quarter earnings with significant increases in operating and net income.

Mueller Industries reported a strong second quarter in 2021, marked by substantial growth in net sales, operating income, and net income compared to the prior year. The company benefited from unit sales growth across all segments, contributions from acquisitions, and higher copper prices.

  • Operating income increased to $157.8 million from $52.3 million.
  • Net income rose to $108.8 million from $28.0 million.
  • Net sales reached $1.01 billion, up from $500.2 million.
  • Earnings per share (EPS) increased to $1.92 from $0.50.

Headline financials

Total Revenue

$1.01B

Previous: $500M+102.5%
EPS (adj)

$0.96

Previous: $0.25+284.0%
Free Cash Flow

$109M

Previous: $28M+289.3%
Net Income

$109M

Previous: $28M+289.3%
Operating Income

$158M

Previous: $52.3M+201.8%
Gross Profit

$213M

Previous: $97M+119.4%
Cash & Equivalents

$111M

Previous: $124M-10.5%
Total Assets

$1.79B

Previous: $1.32B+35.2%
Stock-Based Comp

$2.71M

Previous: $2.21M+22.4%

Revenue & EPS history

Mueller Industries · Revenue · Quarterly

$1.01B

Q2 2021+102.5%vs Q2 2020
Beat estimate in 4 of 9 quarters(44%)
ActualEstimate

Forward guidance

Mueller anticipates that strong demand in the building construction sectors will continue through the remainder of the year and expects extended lead times and abnormally high backlogs to persist well into the third quarter.

Tailwinds

  • Operations remain well positioned for the current market conditions due to operational investments.
  • Acquisitions enhance capacity.
  • Acquisitions increase yields.
  • Acquisitions lower costs.
  • Benefiting from the prudent cost controls implemented during the height of the pandemic.

Headwinds

  • Highly inflated demand.
  • Widespread industry supply constraints.
  • Extended lead times are expected to continue.
  • Abnormally high backlogs are expected to continue.
  • Many of these conditions persist.

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

+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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