•
Mar 31, 2024

American Vanguard Q1 2024 Earnings Report

American Vanguard reported an increase in net sales and improved operating leverage in Q1 2024.

Key Takeaways

American Vanguard reported Q1 2024 results with net sales of $135 million, a 35% increase in adjusted EBITDA, and an 87% increase in operating income compared to Q1 2023. Growth was experienced across all three business segments. The company is adjusting its annual targets in light of concerns raised by USEPA and has voluntarily suspended sales of its herbicide Dacthal pending potential approval of a label.

Net sales increased to $135 million from $125 million year-over-year.

Adjusted EBITDA rose to $15.5 million from $11.5 million year-over-year.

Operating income increased to $6.1 million from $3.3 million year-over-year.

Net income decreased to $1.6 million from $1.9 million year-over-year.

Total Revenue
$135M
Previous year: $125M
+8.2%
EPS
$0.06
Previous year: $0.07
-14.3%
Gross Profit
$39.1M
Previous year: $38.5M
+1.6%
Cash and Equivalents
$13.7M
Previous year: $19.6M
-29.9%
Free Cash Flow
-$46M
Total Assets
$782M
Previous year: $771M
+1.4%

American Vanguard

American Vanguard

American Vanguard Revenue by Segment

American Vanguard Revenue by Geographic Location

Forward Guidance

The company is adjusting its annual targets to achieve an increase in net sales of between 6% and 9% year over year and are setting adjusted EBITDA target to $60 - $70 million.

Positive Outlook

  • Targeting a net sales increase of 6% to 9% year-over-year.
  • Adjusted EBITDA target set at $60 to $70 million.

Challenges Ahead

  • Voluntarily suspended sales of herbicide Dacthal.
  • Suspension is pending potential approval of a label.
  • Suspension due to concerns raised by USEPA.

Revenue & Expenses

Visualization of income flow from segment revenue to net income