NYSE$MPX

Marine Products Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Marine Products Corporation's financial performance declined due to decreased sales and profitability.

Marine Products Corporation reported a decrease in net sales by 40% to $69.5 million and a net income decrease of 61% to $5.6 million. EPS also decreased to $0.14 compared to $0.42 in the same quarter last year. The company is facing challenges due to high dealer inventory and soft consumer demand.

  • Net sales decreased 40% year-over-year to $69.5 million.
  • Net income decreased 61% year-over-year to $5.6 million, with EPS at $0.14.
  • EBITDA decreased 62% year-over-year to $6.5 million.
  • Dealer inventories and soft consumer demand impacted sales.

Headline financials

Total Revenue

$69.5M

Previous: $116M-40.1%
EPS

$0.14

Previous: $0.42-66.7%
EBITDA Margin

9.3%

Previous: 14.7%-36.7%
Capital Expenditures

-$1.66M

Previous: -$7.19M+76.9%
Free Cash Flow

$3.92M

Previous: $7.13M-44.9%
Net Income

$5.59M

Previous: $14.3M-61.0%
Operating Income

$5.75M

Previous: $16.5M-65.1%
Gross Profit

$13.2M

Previous: $28.7M-54.0%
Stock-Based Comp

$1.43M

Previous: $1.23M+15.7%

Revenue & EPS history

Marine Products · Revenue · Quarterly

$69.5M

Q2 2024-40.1%vs Q2 2023
Beat estimate in 9 of 11 quarters(82%)
ActualEstimate

Forward guidance

Marine Products Corporation anticipates continued softness in year-over-year comparisons as the industry normalizes post-pandemic and dealers unwind channel inventory. They are enthusiastic about the 2025 model year launch and are focused on supporting dealers and managing costs.

Tailwinds

  • Enthusiastic around 2025 model year launch with new models, features, and colors.
  • Continuously gathering feedback and proactively driving innovation.
  • Looking forward to August dealer conference to unveil new lineup and celebrate Chaparral’s 60th anniversary.
  • No debt and strong cash generation.
  • Ample liquidity to pursue organic growth investments and strategic acquisitions.

Headwinds

  • Challenging environment impacted by high inventory levels in the dealer channel.
  • Interest rates remain relatively high, resulting in elevated floorplan carrying costs for dealers and financing costs for consumers.
  • Year-over-year comparisons will likely remain soft in the near term as the industry continues to normalize.
  • Adjustments to production levels may not match demand.
  • Increased cost of boat ownership makes it more difficult to raise prices in the future to compensate for increased costs.

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 2024

Historical avgQ2 2024

-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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