•
Nov 26, 2021

SMART Q1 2022 Earnings Report

Reported record revenue and non-GAAP gross margins, while delivering non-GAAP earnings per share at the upper end of EPS guidance range.

Key Takeaways

SMART Global Holdings, Inc. reported a strong first quarter in fiscal year 2022, marked by a 61% increase in net sales compared to the previous year, reaching $470 million. The company also saw significant improvements in gross margin and EPS, both on a GAAP and non-GAAP basis. A two-for-one share split was announced to further improve liquidity and broaden the shareholder base.

Net sales reached $470 million, a 61% increase compared to the year-ago quarter.

GAAP gross margin increased to 26.0%, up approximately 800 basis points year-over-year.

Non-GAAP EPS reached $2.16, a 177% increase compared to the year-ago quarter.

Announced a two-for-one share split in the form of a share dividend.

Total Revenue
$470M
Previous year: $292M
+61.1%
EPS
$1.08
Previous year: $0.39
+176.9%
Gross Margin
26%
Non-GAAP Gross Margin
27%
Gross Profit
$122M
Previous year: $52.6M
+132.3%
Cash and Equivalents
$233M
Previous year: $164M
+42.0%
Free Cash Flow
$2.38M
Previous year: $20.9M
-88.6%
Total Assets
$1.32B
Previous year: $785M
+68.7%

SMART

SMART

Forward Guidance

SGH provided financial outlook for its second quarter of fiscal 2022. Net sales are expected to be $415 to $455 million. Gross margin is expected to be 23% to 25% on GAAP basis and 24% to 26% on non-GAAP basis. Diluted earnings per share is expected to be $0.70 ± $0.15 on GAAP basis and $1.45 ± $0.15 on non-GAAP basis.