NYSE$MRC

Mrc Global Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong second quarter results driven by growth in all end-market sectors and improved adjusted EBITDA margin.

MRC Global Inc. announced strong second quarter 2022 results with sales of $848 million, a 24% improvement over the same quarter a year ago. Adjusted EBITDA of $65 million, representing 7.7% of sales, was the highest quarterly adjusted EBITDA margin since 2014.

  • Sales reached $848 million, a 14% sequential increase and a 24% improvement year-over-year.
  • Adjusted EBITDA was $65 million, representing 7.7% of sales, the highest quarterly adjusted EBITDA margin since 2014.
  • Adjusted Gross Profit, as a percentage of sales, was 21.3%, an increase of 80 basis points compared to the first quarter of 2022.
  • Backlog increased 12% compared to the first quarter of 2022 and up 43% compared to year end 2021.

Headline financials

Total Revenue

$848M

Previous: $686M+23.6%
EPS (adj)

$0.27

Previous: $0.08+237.5%
Adjusted EBITDA

$65M

No prior period
Effective Tax Rate

30.0%

No prior period
Capital Expenditures

$3M

Previous: $2M+50.0%
Free Cash Flow

-$53M

Previous: $21M-352.4%
Net Income

$8M

Previous: -$2M+500.0%
Operating Income

$0.00

Previous: $0.00
Gross Profit

$151M

Previous: $112M+34.8%
Cash & Equivalents

$21M

Previous: $63M-66.7%
Total Assets

$1.86B

Previous: $1.75B+6.8%
Stock-Based Comp

$3M

Previous: $2M+50.0%

Revenue & EPS history

MRC Global · Revenue · Quarterly

$848M

Q2 2022+23.6%vs Q2 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

MRC Global · $808M total across 2 segments · Q2 2022

  • U.S. Sales
    $717M+28.5%
  • International Sales
    $91M-7.1%

Forward guidance

The company's targets for the full year remain at $3.3 billion of revenue and $230 million of adjusted EBITDA, supported by strong business fundamentals and our growing backlog, which increased 12% sequentially.

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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