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Mar 31, 2020

Ultralife Q1 2020 Earnings Report

Ultralife reported a strong first quarter, marked by a significant increase in revenue and operating profit, despite COVID-19 impacts.

Key Takeaways

Ultralife Corporation reported a substantial increase in revenue and operating income for the first quarter of 2020. Revenue increased by 37% and operating profit increased by 171% compared to the same period last year. The company faced challenges due to COVID-19, including a shutdown in China, but managed to maintain operations and invest in growth initiatives.

Revenue increased by 36.7% to $25.8 million, compared to $18.9 million in the first quarter of 2019.

Operating income rose to $1.5 million, a 171% increase from $0.5 million in the prior year.

Net income increased to $1.1 million, or $0.07 per diluted share, compared to $0.4 million, or $0.03 per diluted share, in the first quarter of 2019.

Battery & Energy Products revenues were $20.8 million, compared to $16.0 million last year, primarily reflecting the SWE acquisition.

Total Revenue
$25.8M
Previous year: $18.9M
+36.7%
EPS
$0.08
Previous year: $0.03
+166.7%
Gross Margin
28.4%
Previous year: 26.9%
+5.6%
Operating Margin
5.7%
Previous year: 2.9%
+96.6%
Adjusted EBITDA
$2.5M
Gross Profit
$7.3M
Previous year: $5.08M
+43.6%
Cash and Equivalents
$5.86M
Previous year: $20.9M
-72.0%
Free Cash Flow
-$930K
Previous year: -$3.13M
-70.2%
Total Assets
$146M
Previous year: $121M
+20.8%

Ultralife

Ultralife

Ultralife Revenue by Segment

Forward Guidance

Ultralife is investing approximately $1 million in the second quarter for additional test equipment to meet the increased demand for power supplies. With a backlog increasing approximately 20% over year-end 2019, ample liquidity, end-market diversity and tight control over discretionary spending, they are well positioned to both sustain operations and continue investing in growth initiatives.

Positive Outlook

  • Investing approximately $1 million in additional test equipment in Q2 to meet increased demand.
  • Backlog increasing approximately 20% over year-end 2019.
  • Ample liquidity.
  • End-market diversity.
  • Tight control over discretionary spending.

Revenue & Expenses

Visualization of income flow from segment revenue to net income