NYSE$MLI

Mueller Industries Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Mueller Industries reported a strong third quarter in 2022, despite macroeconomic challenges, with several businesses operating at capacity and healthy backlogs.

Mueller Industries reported a decrease in net sales by 3.8% compared to the prior year quarter, which included a $54.8 million pre-tax gain from divestitures. However, operating income increased by 15% when adjusted for the divestiture. The company's financial position remains solid, with cash at quarter end increasing significantly from the prior year-end.

  • Operating income was $205.2 million, compared to $233.4 million in the prior year quarter.
  • Net income was $154.5 million, compared to $171.0 million in the prior year quarter.
  • Earnings per share (EPS) was $2.74, compared to $3.01 in the prior year quarter.
  • Net sales were $944.8 million, compared to $982.2 million in the prior year quarter.

Headline financials

Total Revenue

$945M

Previous: $982M-3.8%
EPS (adj)

$1.37

Previous: $1.51-9.3%
Free Cash Flow

$155M

Previous: $171M-9.6%
Net Income

$155M

Previous: $171M-9.6%
Operating Income

$205M

Previous: $233M-12.1%
Gross Profit

-$679M

Previous: -$744M+8.8%
Cash & Equivalents

$483M

Previous: $105M+361.4%
Total Assets

$2.11B

Previous: $1.73B+22.1%
Stock-Based Comp

$7.08M

Previous: $2.41M+193.8%

Revenue & EPS history

Mueller Industries · Revenue · Quarterly

$945M

Q3 2022-3.8%vs Q3 2021
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Mueller anticipates some tempering in the building industry but expects overall demand to remain at healthy levels. The company's financial position is solid and positions it well for future opportunities.

Tailwinds

  • Many businesses operating at capacity.
  • Healthy backlogs.
  • Business outlook remains positive.
  • Building construction has been exceptionally strong in recent years.
  • Solid financial position.

Headwinds

  • Ongoing macroeconomic challenges.
  • Anticipate some tempering in the building industry.
  • Absence of businesses divested in 2021.
  • Lower copper prices.
  • Impacts of localized recessionary pressures on international businesses.

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 Q3 2022

Historical avgQ3 2022

+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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