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Dec 31, 2019

American Vanguard Q4 2019 Earnings Report

Reported mixed results with modestly higher top line and declining profitability compared to 2018, due to adverse weather, tariffs, and supply disruptions.

Key Takeaways

American Vanguard reported fourth quarter 2019 financial results with net sales of $131 million and net income of $3.4 million, compared to $131 million and $7.4 million respectively in the fourth quarter of 2018. The company's international business drove revenue growth, offsetting weather-related declines in domestic sales. The company is targeting global revenues to grow at a low double-digit rate in 2020.

Net sales remained flat at $131 million compared to Q4 2018.

Net income decreased to $3.4 million from $7.4 million in Q4 2018.

Earnings per diluted share declined to $0.12 from $0.25 in Q4 2018.

EBITDA decreased to $12.0 million from $16.6 million in Q4 2018.

Total Revenue
$131M
Previous year: $131M
+0.0%
EPS
$0.12
Previous year: $0.25
-52.0%
Gross Profit
$46.5M
Previous year: $53M
-12.2%
Cash and Equivalents
$6.58M
Previous year: $6.17M
+6.7%
Total Assets
$670M
Previous year: $594M
+12.9%

American Vanguard

American Vanguard

Forward Guidance

Assuming normal weather patterns and minimal disruption in trade and supply from COVID-19, the company is targeting global revenues to grow at a low double-digit rate.

Positive Outlook

  • Larger corn acreage in the U.S.
  • Renewed availability of bromacil herbicides
  • Ten new product introductions
  • Growth of LATAM businesses
  • Continued financial discipline to strengthen the balance sheet

Challenges Ahead

  • Adverse weather conditions
  • Disruptions in trade
  • Disruptions in supply from COVID-19
  • Tariffs
  • Supply disruptions