NYSE$MTW

Manitowoc Co Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Manitowoc's financial performance in Q2 2022 reflected solid operational execution and cost management amidst macroeconomic challenges, with net sales up 7.2% year-over-year, but order intake began to trend down due to global economic uncertainty.

Manitowoc reported a 7.2% increase in net sales to $497.2 million in Q2 2022. Net income was $15.1 million, or $0.42 per diluted share. However, new orders decreased by 19.2% year-over-year to $434.0 million, and the company's backlog decreased sequentially by 8.3% to $947.8 million.

  • Net sales increased by 7.2% year-over-year to $497.2 million, but were unfavorably impacted by foreign currency exchange rates.
  • Net income was $15.1 million, or $0.42 per diluted share; adjusted net income was $7.4 million, or $0.21 per diluted share.
  • Orders decreased by 19.2% year-over-year to $434.0 million, impacted by foreign currency exchange rates.
  • Backlog ended the quarter at $947.8 million, down 8.3% sequentially, and also impacted by foreign currency exchange rates.

Headline financials

Total Revenue

$497M

Previous: $464M+7.2%
EPS (adj)

$0.21

Previous: $0.60-65.0%
Capital Expenditures

-$8.1M

Previous: -$7.4M-9.5%
Free Cash Flow

$7M

Previous: $10.5M-33.3%
Net Income

$15.1M

Previous: $17.9M-15.6%
Operating Income

$18.3M

Previous: $26.7M-31.5%
Gross Profit

$88.7M

Previous: $90.4M-1.9%
Cash & Equivalents

$42.5M

Previous: $159M-73.2%
Total Assets

$1.76B

Previous: $1.68B+4.5%
Stock-Based Comp

$900K

Previous: $2.3M-60.9%

Revenue & EPS history

Manitowoc · Revenue · Quarterly

$497M

Q2 2022+7.2%vs Q2 2021
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Manitowoc · $155M total across 1 segment · Q3 2023

  • Non-new machine sales
    $155M

Forward guidance

Manitowoc expects inflation, rising interest rates, and geopolitical tensions to continue to hinder customer confidence in the second half of the year, but remains on track to deliver the low-end of its adjusted EBITDA guidance.

Tailwinds

  • Team's solid operational performance
  • Diligent cost management
  • Elevated backlog due to continued supply chain constraints
  • Committed to four breakthrough initiatives
  • Positioned to capitalize on the eventual crane renaissance

Headwinds

  • Challenging macroeconomic conditions
  • Order intake began to trend down
  • Ongoing global economic uncertainty
  • Inflation
  • Rising interest rates and geopolitical tensions hinder customer confidence

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-1.5%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+0.4%

Avg return

30 days after

37%

25 / 68 earnings

Positive

+20.0%

Q3 2019

Best reaction

-23.5%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%-4.7%-13.4%
Q4 2025+2.0%-3.8%-15.7%
Q3 2025-7.8%-10.3%+1.0%
Q1 2025+3.3%+32.1%+31.7%
Q4 2024+1.3%+11.6%-12.8%
Q3 2024-14.2%-8.5%+2.5%
Q2 2024-14.5%-13.7%-15.3%
Q1 2024-2.9%-2.7%-6.6%
Q4 2023-19.5%-18.6%-20.8%
Q3 2023+6.4%+9.5%+19.2%
Q2 2023-9.6%-6.3%-16.4%
Q1 2023-9.8%-8.8%-4.3%
Q4 2022+13.7%+26.0%+17.5%
Q3 2022-7.6%+5.7%-3.0%
Q2 2022-7.5%-5.3%-19.9%
Q1 2022-8.5%-16.3%-3.0%
Q4 2021-8.3%-4.5%-8.8%
Q3 2021-3.6%-2.0%-15.6%
Q2 2021+6.2%+15.7%-0.8%
Q1 2021+9.3%+3.3%+9.2%
Q4 2020-4.2%-2.9%+36.1%
Q3 2020+18.4%+38.2%+59.3%
Q2 2020-10.8%-4.7%-14.9%
Q1 2020-2.2%-11.1%+38.7%
Q4 2019-23.5%-21.5%-32.7%
Q3 2019+20.0%+17.7%+19.9%
Q2 2019+8.8%+2.5%-19.5%
Q1 2019-6.1%-8.4%-15.1%
Q4 2018-6.8%-1.0%+5.3%
Q3 2018+7.4%+2.0%-7.9%
Q2 2018-1.5%-7.3%-5.7%
Q1 2018-0.7%+0.5%+11.8%
Q4 2017-6.3%-7.4%-18.3%
Q3 2017-0.7%-1.0%-2.2%
Q2 2017+8.0%+9.8%+10.8%
Q1 2017+10.9%+6.3%-0.9%
Q4 2016-7.9%-4.7%-7.0%
Q3 2016-3.5%-3.5%+49.0%
Q2 2016-16.6%-17.6%-14.9%
Q1 2016+4.8%
Q4 2015+10.1%
Q3 2015+1.3%
Q2 2015+0.8%
Q1 2015-0.6%
Q4 2014-1.9%
Q3 2014+5.9%
Q2 2014-12.1%
Q1 2014-8.7%
Q4 2013+17.1%
Q3 2013+4.9%
Q2 2013+4.7%
Q1 2013-8.3%
Q4 2012+6.5%
Q3 2012-1.0%
Q2 2012+1.9%
Q1 2012-11.3%
Q4 2011-3.2%
Q3 2011-5.6%
Q2 2011+6.1%
Q1 2010-2.2%
Q1 2011-1.5%
Q4 2010-4.3%
Q4 2008-4.3%
Q3 2009-1.9%
Q3 2010-1.9%
Q4 2009-3.6%
Q2 2009-3.6%
Q2 2010-3.6%

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