NYSE$MPX

Marine Products Corporation · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Marine Products reported a significant increase in net sales and net income due to high demand and improved manufacturing efficiencies.

Marine Products Corporation announced strong second-quarter results with a 64.8% increase in net sales and a 239.4% increase in net income compared to the same period last year. The company benefited from high demand for its products and improved manufacturing efficiencies, although supply chain disruptions posed challenges.

  • Net sales increased by 64.8% to $67.259 million compared to the prior year.
  • Unit sales increased by 58.8% due to continued high dealer and retail demand.
  • Net income increased by 239.4% to $5.794 million compared to the prior year.
  • Diluted earnings per share were $0.17 compared to $0.05 in the prior year.

Headline financials

Total Revenue

$67.3M

Previous: $40.8M+64.8%
EPS (adj)

$0.17

Previous: $0.05+240.0%
Gross Margin

21.7%

No prior period
Capital Expenditures

-$541K

Previous: -$1.03M+47.5%
Free Cash Flow

$5.25M

Previous: $676K+677.1%
Net Income

$5.79M

Previous: $1.71M+239.4%
Operating Income

$7.36M

Previous: $2.07M+255.0%
Gross Profit

$14.6M

Previous: $7.83M+86.5%
Cash & Equivalents

$28.6M

Previous: $22.6M+26.5%
Total Assets

$136M

Previous: $111M+22.9%
Stock-Based Comp

$571K

Previous: $581K-1.7%

Revenue & EPS history

Marine Products · Revenue · Quarterly

$67.3M

Q2 2021+64.8%vs Q2 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

The company expects the extraordinarily high demand for its products to continue beyond the 2021 retail selling season. There are many favorable indications that supply chain problems will be less significant during the upcoming months. The streamlined 2022 model lineup will meet market demand while also allowing the company to manufacture more efficiently and bring products to the market in a more timely manner.

Tailwinds

  • Extraordinarily high demand for products is expected to continue beyond the 2021 retail selling season.
  • American consumers continue to have a renewed interest in recreational boating.
  • Robalo product continues to hold the highest market share for outboard boats in its size category.
  • Chaparral continues to hold the second-highest market share in the sterndrive category.
  • Streamlined 2022 model lineup will meet market demand and improve manufacturing efficiency.

Headwinds

  • Significant supply chain and other logistical challenges have negatively impacted production processes and shipment schedules.
  • Production delays reduced manufacturing efficiencies.
  • The company is coordinating with suppliers to establish realistic expectations for the resolution of supply chain disruptions.
  • There is still a great deal of uncertainty in the area of supply chain problems.
  • The company is allocating production to dealers to ensure equitable product shipments.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-0.7%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-1.5%

Avg return

30 days after

35%

23 / 66 earnings

Positive

+14.9%

Q4 2015

Best reaction

-19.2%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%+0.7%
Q4 2025-17.0%-19.5%-28.8%
Q3 2025-0.2%-2.0%-0.6%
Q2 2025+2.2%+0.1%+0.7%
Q1 2025-0.5%-1.4%-2.8%
Q4 2024+4.8%+2.3%-4.0%
Q3 2024-0.4%+1.2%+5.7%
Q2 2024+7.9%+7.5%-3.8%
Q1 2024+3.6%-3.2%-7.0%
Q4 2023-5.4%-6.0%-6.6%
Q3 2023-13.5%-23.8%-25.6%
Q2 2023-0.3%-4.7%-6.2%
Q1 2023+3.4%+11.6%+16.9%
Q4 2022-1.8%-4.8%-1.1%
Q3 2022+8.1%+12.2%+26.8%
Q2 2022+9.8%+10.3%+5.6%
Q1 2022-1.7%-10.4%-15.3%
Q4 2021+7.2%+9.3%+8.6%
Q3 2021-2.9%-1.2%-4.9%
Q2 2021-0.8%-2.3%-16.0%
Q1 2021-4.5%-1.9%-9.5%
Q4 2020-0.8%+2.2%+1.6%
Q3 2020-9.0%-5.5%-5.0%
Q2 2020-19.2%-16.5%-17.0%
Q1 2020-1.1%-3.2%+14.4%
Q4 2019-5.1%-4.0%-16.1%
Q3 2019-2.1%-5.1%+9.1%
Q2 2019+6.7%+17.1%+13.5%
Q1 2019+7.0%+10.2%+2.7%
Q4 2018-15.0%-17.5%-13.9%
Q3 2018-6.4%-10.8%-6.9%
Q2 2018-3.8%-6.9%-4.6%
Q1 2018-1.7%-2.2%+4.4%
Q4 2017+12.4%+10.9%+4.9%
Q3 2017-6.2%-8.8%-0.3%
Q2 2017-3.5%-3.6%+2.1%
Q1 2017+1.9%+4.3%+12.5%
Q4 2016-16.3%-17.6%-18.7%
Q3 2016+5.5%+5.4%+28.2%
Q2 2016+0.0%+0.4%-0.8%
Q1 2016-3.2%
Q4 2015+14.9%
Q3 2015+0.0%
Q2 2015+6.6%
Q1 2015-11.3%
Q4 2014+4.2%
Q3 2014+0.1%
Q2 2014+6.0%
Q1 2014-3.1%
Q4 2013+0.8%
Q3 2013-2.2%
Q2 2013+1.7%
Q1 2013+1.6%
Q4 2012-0.2%
Q3 2012+8.1%
Q2 2012-2.4%
Q1 2011-1.0%
Q1 2012+0.0%
Q4 2011-2.2%
Q4 2009-2.2%
Q3 2010-1.0%
Q3 2011-1.0%
Q4 2010-1.5%
Q2 2010-1.5%
Q2 2011-1.5%
Q1 2010+5.1%

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