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Jun 30, 2020

DSG Q2 2020 Earnings Report

Lawson Products announced results, revealing a decrease in sales due to the economic impact of COVID-19, while maintaining a steady gross margin and a positive cash position.

Key Takeaways

Lawson Products reported a decrease in net sales by 24.9% year-over-year due to the COVID-19 pandemic. However, the company maintained a steady gross margin of 53.1% and achieved net cash generated from operations of $14.7 million. The company ended the quarter with $8.3 million in a positive cash position, net of debt.

Sales decreased 24.9% year-over-year, but showed sequential improvement in May and June.

Gross margin remained steady at 53.1%, despite a shift in sales mix.

Net cash from operations was $14.7 million, with a focus on preserving cash.

The company had a positive cash position of $8.3 million, net of debt, and $97.3 million available under its credit facility.

Total Revenue
$72.1M
Previous year: $96.1M
-24.9%
EPS
$0.37
Previous year: $0.62
-40.3%
Adjusted EBITDA Margin
8.7%
Previous year: 9.8%
-11.2%
Gross Profit
$38.3M
Previous year: $51M
-25.0%
Cash and Equivalents
$10M
Previous year: $6.92M
+44.6%
Free Cash Flow
$14.6M
Previous year: $7.57M
+92.2%
Total Assets
$196M
Previous year: $209M
-6.4%

DSG

DSG

Forward Guidance

Lawson is focused on improving sales to leverage its streamlined cost structure and expand operating margins. The company believes the actions taken will position it for solid growth, and it will be opportunistic in utilizing its strong balance sheet and cash position for accretive acquisitions.