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Mar 31, 2022

American Vanguard Q1 2022 Earnings Report

American Vanguard's Q1 2022 earnings were released, revealing a significant increase in net sales and net income compared to Q1 2021.

Key Takeaways

American Vanguard reported a strong start to 2022, with net sales up 29% and net income up 224% compared to the first quarter of 2021. The company's performance was driven by higher commodity prices, increased demand for crop protection solutions, and a focus on profitability through pricing actions and expense management.

Net sales increased by 29% to $149.4 million compared to $116.2 million in Q1 2021.

Net income increased by 224% to $9.9 million compared to $3.1 million in Q1 2021.

Earnings per diluted share were $0.33, up from $0.10 in the same period last year.

The company's gross profit margin was 41%, driven by pricing actions to offset inflationary cost escalations.

Total Revenue
$149M
Previous year: $116M
+28.7%
EPS
$0.33
Previous year: $0.1
+230.0%
EBITDA
$22.9M
Previous year: $12.1M
+89.6%
Gross Margin
41%
Gross Profit
$61.2M
Previous year: $45.1M
+35.6%
Cash and Equivalents
$17.8M
Previous year: $13.8M
+29.6%
Total Assets
$747M
Previous year: $710M
+5.3%

American Vanguard

American Vanguard

American Vanguard Revenue by Segment

American Vanguard Revenue by Geographic Location

Forward Guidance

American Vanguard anticipates continued growth in both domestic and international markets, targeting 8-11% revenue growth, 38-40% profit margins, and operating expenses between 31-33% of net sales for 2022. The company will focus on developing its Green Solutions and SIMPAS/Ultimus technologies.

Positive Outlook

  • Targeting 8-11% revenue growth.
  • Expecting profit margins of 38-40%.
  • Focusing on developing Green Solutions.
  • Focusing on developing SIMPAS/Ultimus technologies.
  • Situated well in both domestic and international markets.

Challenges Ahead

  • Potential impact from the COVID-19 pandemic and government responses.
  • Increasing costs and management attention due to a pending activism campaign.
  • Effects of international exchange rates and economic conditions.
  • Weather and climate conditions impacting performance.
  • Changes in regulatory policies and specific regulations affecting products.

Revenue & Expenses

Visualization of income flow from segment revenue to net income