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May 01, 2022

Core & Main Q1 2022 Earnings Report

Achieved strong growth in net sales and Adjusted EBITDA.

Key Takeaways

Core & Main reported a strong start to fiscal year 2022, with a 52% increase in net sales to $1,598 million and a 101% increase in Adjusted EBITDA to $219 million compared to the first quarter of fiscal year 2021. Net income increased to $137 million from $27 million.

Net sales increased 52% to $1,598 million.

Gross profit margin increased 200 basis points to 26.3%.

Net income increased to $137 million from $27 million.

Adjusted EBITDA increased 101% to $219 million.

Total Revenue
$1.6B
Previous year: $1.06B
+51.5%
EPS
$0.5
Previous year: $0.136
+267.1%
Gross Profit
$421M
Previous year: $257M
+63.9%
Cash and Equivalents
$1M
Total Assets
$4.89B

Core & Main

Core & Main

Forward Guidance

The company is raising its expectation for fiscal 2022 Adjusted EBITDA to be in the range of $710 to $750 million.

Positive Outlook

  • Confidence in the stability of pricing.
  • Confidence in demand despite the current macroeconomic backdrop.
  • Confident in the long-term growth prospects of our business.
  • Undersupply of housing.
  • Ongoing demand for non-discretionary municipal repair and replacement activity.