NYSE$MRC

Mrc Global Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported strong second quarter results with sequential revenue growth and improved profitability.

MRC Global reported strong second quarter results with a 13% increase in revenue sequentially, led by the gas utilities business. The company's focus on cost control led to higher adjusted EBITDA margins and positive cash flow generation. MRC Global is optimistic about its outlook across all end-markets, including the energy transition space.

  • Sales of $686 million, a 13% sequential increase
  • Net loss attributable to common stockholders of ($2) million
  • Adjusted net income attributable to common stockholders of $6 million
  • Adjusted EBITDA of $36 million

Headline financials

Total Revenue

$686M

Previous: $602M+14.0%
EPS (adj)

$0.08

Previous: -$0.10+180.0%
Capital Expenditures

$2M

Previous: $3M-33.3%
Free Cash Flow

$21M

Previous: $47M-55.3%
Net Income

-$2M

Previous: -$287M+99.3%
Operating Income

$0.00

Previous: -$15M+100.0%
Gross Profit

$112M

Previous: $79M+41.8%
Cash & Equivalents

$63M

Previous: $19M+231.6%
Total Assets

$1.75B

Previous: $1.88B-7.0%
Stock-Based Comp

$2M

Previous: $3M-33.3%

Revenue & EPS history

MRC Global · Revenue · Quarterly

$686M

Q2 2021+14%vs Q2 2020
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

MRC Global · $656M total across 2 segments · Q2 2021

  • U.S. Sales
    $558M+17.7%
  • International Sales
    $98M-2.0%

Forward guidance

MRC Global is increasingly optimistic about its outlook across all of its end-markets, including the energy transition space, through the second half of 2021 and into 2022.

Tailwinds

  • Improving market conditions
  • Commitment to superior customer service
  • Commitment to operational efficiency
  • Gains in gas utilities business
  • Positive cash flow generation

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports

Historical avg

+1.5%

Avg return

Earnings day

+5.7%

Avg return

5 days after

+3.8%

Avg return

30 days after

53%

29 / 55 earnings

Positive

+43.4%

Q1 2020

Best reaction

-19.2%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025
Q2 2025-6.7%-5.9%+5.2%
Q1 2025-6.0%+6.6%+4.5%
Q4 2024+2.4%+6.4%-11.6%
Q3 2024+18.4%+11.8%+13.6%
Q2 2024-3.8%-7.6%-5.2%
Q1 2024+9.4%+18.8%+8.5%
Q4 2023+8.3%+9.7%+11.9%
Q3 2023-5.3%
Q2 2023-16.7%
Q1 2023+0.3%
Q4 2022-3.1%
Q3 2022+8.0%
Q2 2022-13.1%
Q1 2022-19.2%
Q4 2021+13.7%
Q3 2021-9.3%
Q2 2021-4.3%
Q1 2021+5.3%
Q4 2020-7.0%
Q3 2020+4.0%
Q2 2020+0.3%
Q1 2020+43.4%
Q4 2019-8.2%
Q3 2019+22.0%
Q2 2019-3.4%
Q1 2019+7.7%
Q4 2018+9.2%
Q3 2018+10.0%
Q2 2018-3.0%
Q1 2018+2.2%
Q4 2017-1.2%
Q3 2017-2.7%
Q2 2017+0.1%
Q1 2017+4.0%
Q4 2016-1.8%
Q3 2016+2.0%
Q2 2016+6.7%
Q1 2016+1.1%
Q4 2015+15.0%
Q3 2015+14.6%
Q2 2015-0.8%
Q1 2015+14.2%
Q4 2014-5.8%
Q3 2014+3.7%
Q2 2014-6.0%
Q1 2014-0.2%
Q4 2013-13.7%
Q3 2013+4.7%
Q2 2013-9.9%
Q1 2013+6.7%
Q4 2012-6.0%
Q3 2012+3.1%
Q2 2012-1.4%
Q1 2011-0.2%
Q1 2012+1.6%
Q4 2009
Q4 2011
Q3 2011
Q3 2010
Q4 2010
Q2 2011
Q2 2010
Q1 2010

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