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Mar 31, 2023

Ultralife Q1 2023 Earnings Report

Reported breakeven operating income and adjusted EBITDA of $1.2 million on revenue of $31.9 million.

Key Takeaways

Ultralife Corporation reported a revenue increase of 5.1% to $31.9 million, with breakeven operating income for Q1 2023. The cybersecurity attack negatively impacted the operating results, however, gross margin improved through price realization.

Revenue increased by 5.1% compared to the same period last year.

Gross profit increased to $7.4 million, or 23.3% of revenue.

Operating income was breakeven, compared to an operating loss last year.

Government/defense sales increased 24.7%, while commercial sales decreased 1.7%.

Total Revenue
$31.9M
Previous year: $30.4M
+5.1%
EPS
-$0.02
Previous year: -$0.01
+100.0%
Adjusted EBITDA
$1.2M
Previous year: $1.1M
+9.1%
Gross Profit
$7.4M
Previous year: $7M
+5.7%
Cash and Equivalents
$5.52M
Previous year: $5.97M
-7.4%
Free Cash Flow
-$1.86M
Previous year: -$3.59M
-48.2%
Total Assets
$171M
Previous year: $161M
+6.1%

Ultralife

Ultralife

Ultralife Revenue by Segment

Forward Guidance

The company aims to deliver high-quality, profitable growth through operational improvements and generate incremental cash flow to pay down acquisition debt.

Positive Outlook

  • Fulfilling orders held back due to the cybersecurity attack.
  • Meeting surging demand from medical and government/defense customers.
  • Satisfying ongoing demand from other commercial end markets, particularly oil & gas.
  • Execution of lean manufacturing initiatives to improve production efficiency.
  • Continued price realization and qualification of alternate component suppliers to recapture gross margin.

Challenges Ahead

  • Aftereffects of the cybersecurity event.
  • Lingering supply chain disruptions including higher material and logistics costs.
  • Continued investments in the transition of new products to high volume production.
  • Impact of COVID-19 and related supply chain disruptions.
  • Potential reductions in revenues from key customers.