NYSE$MLI

Mueller Industries Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Mueller Industries' Q2 2023 earnings decreased due to normalization of demand and lower copper prices, but managed through unforeseen challenges.

Mueller Industries reported a decrease in net sales and operating income for Q2 2023 compared to the record earnings of Q2 2022. The decline was attributed to the normalization of demand across segments and lower copper prices. Despite facing disruptions from a tornado, fire, and ongoing issues at Westermeyer, the company demonstrated resilience and commitment to servicing customers.

  • Operating Income was $210.7 million, down from $268.9 million.
  • Net Income decreased to $177.7 million compared to $206.6 million.
  • Diluted EPS was $3.12 versus $3.65.
  • Net Sales were $897.0 million, a decrease from $1.15 billion.

Headline financials

Total Revenue

$897M

Previous: $1.15B-22.0%
EPS (adj)

$1.56

Previous: $1.83-14.8%
Free Cash Flow

$178M

Previous: $207M-14.0%
Net Income

$178M

Previous: $207M-14.0%
Operating Income

$211M

Previous: $269M-21.6%
Gross Profit

-$639M

Previous: -$821M+22.1%
Cash & Equivalents

$771M

Previous: $203M+280.9%
Total Assets

$2.58B

Previous: $2.05B+25.9%
Stock-Based Comp

$6.82M

Previous: $2.6M+162.6%

Revenue & EPS history

Mueller Industries · Revenue · Quarterly

$897M

Q2 2023-22%vs Q2 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

For the second half of the year, Mueller Industries anticipates that inflation and interest rates will remain at elevated levels, continuing to pressure the global economy. Demand and backlogs have moderated to more normal levels as supply chains have rebalanced. The company is focused on investments to optimize its manufacturing platform, reduce costs, and improve profitability.

Tailwinds

  • Team managed through difficult issues and demonstrated commitment to servicing customers.
  • Company continues to generate strong cash flows.
  • Focused on investments that will optimize manufacturing platform.
  • Focused on investments that will reduce costs.
  • Focused on investments that will improve profitability.

Headwinds

  • Decline in overall demand due to easing of supply chain congestion.
  • Moderation of construction activity from its peak levels in 2022.
  • Expenses were elevated due to inflation.
  • Expenses were elevated due to tornado disruptions.
  • Expenses were elevated due to fire disruptions.

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 2023

Historical avgQ2 2023

+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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