NYSE$MLI

Mueller Industries Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Mueller Industries reported a decrease in net sales primarily due to reduced demand in the wholesale channel as distributors rebalanced inventory levels.

Mueller Industries reported a decrease in net sales and net income for the third quarter of 2023, primarily due to reduced demand in the wholesale channel. However, the company's CEO noted that business conditions are still historically favorable and that the company is focused on growth and strategic investments.

  • Operating Income decreased to $181.0 million from $205.2 million.
  • Net Income decreased to $132.7 million from $154.5 million.
  • Diluted EPS decreased to $1.17 from $1.37.
  • Net Sales decreased to $819.8 million from $944.8 million.

Headline financials

Total Revenue

$820M

Previous: $945M-13.2%
EPS (adj)

$0.59

Previous: $1.37-56.9%
Capital Expenditures

-$10.2M

No prior period
Free Cash Flow

$133M

Previous: $155M-14.1%
Net Income

$133M

Previous: $155M-14.1%
Operating Income

$181M

Previous: $205M-11.8%
Gross Profit

-$579M

Previous: -$679M+14.7%
Cash & Equivalents

$980M

Previous: $483M+102.6%
Total Assets

$2.66B

Previous: $2.11B+26.3%
Stock-Based Comp

$4.81M

Previous: $7.08M-32.1%

Revenue & EPS history

Mueller Industries · Revenue · Quarterly

$820M

Q3 2023-13.2%vs Q3 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Mueller Industries expects favorable cost improvements from strategic investments and capacity rationalizations.

Tailwinds

  • Executing on strategic investments.
  • Capacity rationalizations are expected.
  • Anticipate favorable cost improvements.
  • Focused on growth.
  • Actively identify, evaluate and pursue opportunities to expand and strengthen portfolio.

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 Q3 2023

Historical avgQ3 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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