NYSE$MTW

Manitowoc Co Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Manitowoc reported a net loss with flat net sales compared to the previous year, while facing headwinds in new crane demand.

Manitowoc reported a third-quarter net loss of $7.0 million, or $0.20 per diluted share. Net sales were flat year-over-year at $524.8 million. The company's adjusted EBITDA decreased by 21.3% from the prior year.

  • Net sales remained flat year-over-year at $524.8 million.
  • Orders decreased by 20.0% from the prior year, resulting in backlog of $742.1 million.
  • Adjusted EBITDA decreased by 21.3% from the prior year to $26.2 million.
  • Company expects full year adjusted EBITDA to be at the low end of guidance.

Headline financials

Total Revenue

$525M

Previous: $521M+0.7%
EPS (adj)

-$0.08

Previous: $0.22-136.4%
Capital Expenditures

-$34.4M

Previous: -$23.6M-45.8%
Free Cash Flow

-$41.4M

Previous: -$13.2M-213.6%
Net Income

-$7M

Previous: $10.4M-167.3%
Operating Income

$7.5M

Previous: $18M-58.3%
Gross Profit

$87.6M

Previous: $96.8M-9.5%
Cash & Equivalents

$22.9M

Previous: $40M-42.8%
Total Assets

$1.78B

Previous: $1.69B+5.0%
Stock-Based Comp

$2.4M

Previous: $2.4M+0.0%

Revenue & EPS history

Manitowoc · Revenue · Quarterly

$525M

Q3 2024+0.7%vs Q3 2023
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

Given the soft results in the third quarter, the company is expecting its full-year adjusted EBITDA to be at the low end of its guidance. Looking longer term, the company is optimistic as central banks continue to cut interest rates, monies from the Infrastructure and CHIPS bills begin to flow, activity in the Middle East remains strong, and crane fleets age to historic levels.

Tailwinds

  • Central banks continue to cut interest rates.
  • Monies from the Infrastructure and CHIPS bills begin to flow.
  • Activity in the Middle East remains strong.
  • Crane fleets age to historic levels.
  • Company continues to launch new machines and execute its CRANES+50 strategy.

Headwinds

  • Demand for new cranes slowed as customers await the outcome of the U.S. election.
  • Demand for new cranes slowed as customers await further interest rate cuts.
  • Macroeconomic conditions, including inflation, high interest rates and recessionary concerns.
  • Continuing global supply chain constraints, labor constraints, logistics constraints and cost pressures.
  • The company is expecting its full year adjusted EBITDA to be at the low end of its guidance.

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 2024

Historical avgQ3 2024

-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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