NYSE$SYY

Sysco Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Sysco delivered strong first-quarter results driven by market share gains and effective inflation management.

Sysco Corporation reported strong first-quarter results, with sales growth of 8% compared to 2019 levels and a 39.7% increase compared to the same period last year. The company effectively managed inflation and achieved gross profit per case increases across all segments, with international operations delivering substantial profitability. Sysco is reiterating fiscal year 2022 guidance.

  • Strong sales growth of 8% compared to 2019 levels, with meaningful market share gains.
  • October sales growth of 10% compared to 2019 levels, continuing Q1 sequential sales improvement.
  • Generated EBITDA comparable to pre-COVID 2019 levels.
  • Inflation effectively managed, despite the dynamic supply chain environment.

Headline financials

Total Revenue

$16.5B

Previous: $11.8B+39.7%
EPS (adj)

$0.83

Previous: $0.34+144.1%
Free Cash Flow

$378M

Previous: $217M+74.3%
Net Income

$378M

Previous: $217M+74.3%
Operating Income

$632M

Previous: $420M+50.6%
Gross Profit

$2.97B

Previous: $2.22B+33.9%
Cash & Equivalents

$2.07B

Previous: $5.99B-65.5%
Total Assets

$22.1B

Previous: $22.7B-2.8%
Stock-Based Comp

$29.3M

Previous: $25.8M+13.5%

Revenue & EPS history

Sysco · Revenue · Quarterly

$16.5B

Q1 2022+39.7%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Sysco · $16.5B total across 4 segments · Q1 2022

  • U.S. Foodservice
    $11.6B+46.8%
  • International Foodservice
    $2.9B+31.8%
  • SYGMA
    $1.7B+11.8%
  • Other
    $254M+51.4%

Forward guidance

Sysco is reiterating fiscal year 2022 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 Q1 2022

Historical avgQ1 2022

+0.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.0%

Avg return

30 days after

42%

30 / 71 earnings

Positive

+12.8%

Q1 2017

Best reaction

-9.6%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-1.6%-1.7%-1.7%
Q2 2026+10.4%+10.9%+17.8%
Q1 2026-2.7%-4.8%-2.7%
Q3 2025-0.3%+0.5%+2.3%
Q2 2025-6.0%-5.1%-2.8%
Q1 2025-1.1%-0.1%+2.1%
Q4 2024+4.6%+4.7%+5.8%
Q3 2024-5.4%-2.4%-7.2%
Q2 2024+7.7%+8.4%+7.7%
Q1 2024+0.2%+2.3%+10.1%
Q4 2023-0.9%-3.3%-8.7%
Q3 2023-2.0%-0.1%-7.2%
Q2 2023-0.2%-1.8%-3.3%
Q1 2023-5.9%-5.0%-0.6%
Q4 2022-5.8%-2.3%-4.3%
Q3 2022+3.7%+4.5%+1.7%
Q2 2022+1.8%+3.3%+0.1%
Q1 2022-2.3%-5.2%-8.1%
Q4 2021+6.4%+8.2%+6.2%
Q3 2021-1.2%+2.6%-4.5%
Q2 2021+6.7%+7.7%+11.0%
Q1 2021+6.4%+6.6%+30.8%
Q4 2020-0.7%-0.9%+2.8%
Q3 2020-3.6%-1.0%+8.8%
Q2 2020-8.6%-5.8%-14.0%
Q1 2020-1.5%-1.1%+0.9%
Q4 2019+4.8%+4.2%+10.1%
Q3 2019+3.4%+4.9%+0.5%
Q2 2019+2.8%+4.1%+4.3%
Q1 2019-9.6%-6.3%-7.2%
Q4 2018+8.3%+9.3%+8.8%
Q3 2018+0.7%+0.9%+5.6%
Q2 2018-2.5%-4.7%-1.7%
Q1 2018-7.2%-4.4%+5.0%
Q4 2017+0.0%-0.8%+3.7%
Q3 2017-0.7%-2.5%-1.0%
Q2 2017-0.6%+0.2%-0.4%
Q1 2017+12.8%+10.6%+13.5%
Q4 2016-0.2%+0.5%-5.0%
Q3 2016+5.3%
Q2 2016+7.5%
Q1 2016-0.7%
Q4 2015+2.8%
Q3 2015-2.8%
Q2 2015+0.9%
Q1 2015-3.1%
Q4 2014+3.0%
Q3 2014+1.0%
Q2 2014-1.4%
Q1 2014+2.3%
Q4 2013-5.4%
Q3 2013-0.8%
Q2 2013-2.2%
Q1 2013-2.3%
Q4 2012+5.6%
Q3 2012+0.4%
Q2 2012-5.0%
Q4 2010-1.3%
Q4 2011-1.3%
Q1 2012+1.1%
Q3 2011-1.3%
Q2 2011+0.1%
Q1 2011-0.9%
Q4 2008+3.1%
Q3 2009+0.0%
Q3 2010+0.0%
Q2 2010-2.0%
Q2 2009-2.0%
Q4 2009-0.0%
Q1 2010-0.0%
Q1 2009-0.0%

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