NYSE$MTW

Manitowoc Co Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported third-quarter results with increased net sales and backlog.

Manitowoc reported a 12.4% year-over-year increase in net sales to $454.7 million for the third quarter of 2022. Net income was $2.3 million, or $0.07 per diluted share, with adjusted net income at $3.4 million, or $0.10 per diluted share. The company's backlog reached $943.4 million, a 5.9% increase year-over-year.

  • Net sales increased by 12.4% year-over-year to $454.7 million.
  • Net income was $2.3 million, or $0.07 per diluted share.
  • Adjusted net income was $3.4 million, or $0.10 per diluted share.
  • Backlog increased by 5.9% year-over-year to $943.4 million.

Headline financials

Total Revenue

$455M

Previous: $405M+12.4%
EPS (adj)

$0.10

Previous: $0.06+66.7%
Orders

$472M

Previous: $535M-11.8%
Backlog

$943M

Previous: $891M+5.9%
Adjusted EBITDA

$24M

Previous: $20M+20.0%
Capital Expenditures

-$15M

Previous: -$6.9M-117.4%
Free Cash Flow

-$12.7M

Previous: -$6.7M-89.6%
Net Income

$2.3M

Previous: $200K+1050.0%
Operating Income

$7.6M

Previous: $7.3M+4.1%
Gross Profit

$74.3M

Previous: $69M+7.7%
Cash & Equivalents

$42.6M

Previous: $222M-80.8%
Total Assets

$1.72B

Previous: $1.79B-3.6%
Stock-Based Comp

$1.6M

Previous: $1.6M+0.0%

Revenue & EPS history

Manitowoc · Revenue · Quarterly

$455M

Q3 2022+12.4%vs Q3 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

The company expects persistent supply chain disruptions and continued inflationary pressure to continue into the fourth quarter. Nevertheless, given elevated shippable backlog combined with the volume of nearly finished cranes that carried over from the third-quarter, the company continues to target the low-end of its Adjusted EBITDA guidance for 2022.

Tailwinds

  • Elevated shippable backlog
  • Volume of nearly finished cranes carried over from the third-quarter

Headwinds

  • Persistent supply chain disruptions
  • Continued inflationary pressure

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 Q3 2022

Historical avgQ3 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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