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Mar 28, 2020

Mueller Industries Q1 2020 Earnings Report

Reported earnings results for the first quarter of 2020.

Key Takeaways

Mueller Industries reported a net income of $32.4 million, or 57 cents per diluted share, on net sales of $602.9 million for the first quarter of 2020. This compares to a net income of $15.7 million, or 28 cents per diluted share, on net sales of $611.8 million for the prior year period. Operating income for the first quarter was $59.3 million versus $49.2 million for the prior year period.

Operating income for the first quarter was $59.3 million versus $49.2 million for the prior year period.

Net income for the first quarter was $32.4 million, or 57 cents per diluted share, on $602.9 million in net sales.

The company recorded a $6.3 million loss on its investment in Tecumseh Products Company in the quarter.

Cash on hand was $154.3 million at quarter-end.

Total Revenue
$603M
Previous year: $612M
-1.4%
EPS
$0.29
Previous year: $0.14
+107.1%
Gross Profit
$94.2M
Previous year: $100M
-6.2%
Cash and Equivalents
$154M
Previous year: $97.6M
+58.1%
Total Assets
$1.45B
Previous year: $1.48B
-2.0%

Mueller Industries

Mueller Industries

Mueller Industries Revenue by Segment

Forward Guidance

The company anticipates that April and May could be off 30 percent - 40 percent, with any reversal depending upon the timing and progress of the reopening of the economy. The company does not intend to suspend or reduce its second quarter dividend.

Positive Outlook

  • The company has an established record of prudent financial management.
  • The company began to prepare for a potential correction in the economy during the fourth quarter of 2019.
  • The company has further bolstered its position by implementing even more cash conservation measures.
  • The company's committed credit facility provides for additional liquidity if needed to support its operations and seize potential opportunities.
  • The company is well within its covenants.

Challenges Ahead

  • The COVID-19 pandemic has had widespread effects around the world.
  • The construction industry has seen reduced activity due largely to government orders and public health risk mitigation measures.
  • Softening in demand related to the virus hit the company during the latter half of March.
  • April and May could be off 30 percent - 40 percent.
  • Any reversal depends upon the timing and progress of the reopening of the economy.

Revenue & Expenses

Visualization of income flow from segment revenue to net income