NYSE$MRC

Mrc Global Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Announced second quarter 2023 results, with revenue growth, strong adjusted gross profit margins, and expanded revenue backlog.

MRC Global reported a 3% increase in sales to $871 million compared to the same quarter last year. Net income attributable to common stockholders was $18 million, or $0.21 per diluted share. The company anticipates full-year revenues to increase in the upper single-digit percentage range compared to 2022 levels.

  • Sales of $871 million, a 3% improvement compared to the same quarter a year ago.
  • Adjusted Gross Profit, as a percentage of sales, of 21.5%, an increase of 30 basis points compared to the first quarter of 2023
  • Adjusted EBITDA of $63 million, or 7.2% of sales and our 5th consecutive quarter above 7%
  • Expanded revenue backlog in the quarter, aided by gains in International segment and DIET sector.

Headline financials

Total Revenue

$871M

Previous: $848M+2.7%
EPS (adj)

$0.25

Previous: $0.27-7.4%
Adjusted EBITDA

$63M

Previous: $65M-3.1%
Backlog

$764M

No prior period
Capital Expenditures

$2M

Previous: $3M-33.3%
Free Cash Flow

$18M

Previous: -$53M+134.0%
Net Income

$18M

Previous: $8M+125.0%
Operating Income

$45M

Previous: $0.00
Gross Profit

$175M

Previous: $151M+15.9%
Cash & Equivalents

$31M

Previous: $21M+47.6%
Total Assets

$2B

Previous: $1.86B+7.3%
Stock-Based Comp

$4M

Previous: $3M+33.3%

Revenue & EPS history

MRC Global · Revenue · Quarterly

$871M

Q2 2023+2.7%vs Q2 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

MRC Global · $833M total across 2 segments · Q2 2023

  • U.S. Sales
    $727M+1.4%
  • International Sales
    $106M+16.5%

Forward guidance

The company expects full-year revenues to increase in the upper single-digit percentage range compared to 2022 levels.

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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro