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Jun 27, 2020

HNI Q2 2020 Earnings Report

HNI Corporation reported earnings for the second quarter of fiscal year 2020.

Key Takeaways

HNI Corporation reported Q2 2020 sales of $417.5 million and net income of $12.6 million. The company managed costs and drove productivity, offsetting much of the impact from lower volumes. They also saw increased operating profit in the Residential Building Products segment and maintained a solid operating profit in the Workplace Furnishings segment.

Delivered solid profits and increased second quarter operating cash flows by $20 million or 49 percent versus the prior year despite pandemic related top-line pressures.

Residential Building Products segment operating profit increased, and segment operating margin expanded on a year-over-year basis in the second quarter 2020.

Workplace Furnishings segment generated second quarter 2020 operating profit of nearly $8 million, despite a 25 percent year-over-year contraction on the top line.

Quarter-ending debt levels were $183 million, equal to a gross leverage ratio of approximately 0.8x. Liquidity, as measured by cash and borrowing availability, at the end of the second quarter was $392 million.

Total Revenue
$417M
Previous year: $526M
-20.6%
EPS
$0.2
Previous year: $0.38
-47.4%
Gross Profit Margin
36.1%
Previous year: 36.6%
-1.4%
Operating Income %
3.6%
Previous year: 4.4%
-18.2%
SG&A %
32.6%
Previous year: 32%
+1.9%
Gross Profit
$151M
Previous year: $193M
-21.6%
Cash and Equivalents
$26.2M
Previous year: $28.8M
-9.0%
Total Assets
$1.32B
Previous year: $1.44B
-8.8%

HNI

HNI

HNI Revenue by Segment

Forward Guidance

Pandemic-related uncertainty continues to limit visibility and our ability to provide guidance. However, we are seeing a seasonal uptick in sales and do expect third quarter sales and profit to track ahead of second quarter 2020 levels.

Positive Outlook

  • Seeing a seasonal uptick in sales.
  • Expect third quarter sales and profit to track ahead of second quarter 2020 levels.
  • Demonstrated ability to adapt cost structure quickly.
  • Balance sheet is strong.
  • Developed new and better ways to operate businesses that will serve us well in the future.

Challenges Ahead

  • Pandemic-related uncertainty continues to limit visibility.
  • Ability to provide guidance is limited.

Revenue & Expenses

Visualization of income flow from segment revenue to net income