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Mar 30, 2024

Mueller Industries Q1 2024 Earnings Report

Mueller Industries' first quarter performance reflected a normalization of demand and the impact of rationalization actions taken in 2023.

Key Takeaways

Mueller Industries reported a decrease in net sales and net income for the first quarter of 2024, primarily due to lower demand and prices, but maintained strong cash generation and a healthy cash balance.

Net income was $138.4 million, compared to $173.2 million in the first quarter of 2023.

Net sales decreased to $849.7 million from $971.2 million year-over-year.

Diluted EPS was $1.21, down from $1.54 in the same period last year.

Cash balance at quarter end was $1.36 billion, with net cash generated from operations at $173.6 million.

Total Revenue
$850M
Previous year: $971M
-12.5%
EPS
$1.21
Previous year: $1.54
-21.4%
Gross Profit
$241M
Previous year: $292M
-17.6%
Cash and Equivalents
$1.36B
Previous year: $611M
+122.1%
Free Cash Flow
$157M
Total Assets
$2.89B
Previous year: $2.48B
+16.7%

Mueller Industries

Mueller Industries

Forward Guidance

Mueller Industries anticipates a rebound in demand and expects another strong year of cash flow from operations, focusing on reinvestment and growth through acquisition, including the Nehring Electrical Works acquisition.

Positive Outlook

  • Long-term outlook for the business remains positive.
  • Well positioned for the expected rebound in demand.
  • Anticipate another strong year of cash flow from operations.
  • Priorities remain reinvestment in operations to be a low cost producer.
  • Growth through acquisition.

Challenges Ahead

  • Economic conditions.
  • Currency conditions.
  • Continued availability of raw materials and energy.
  • Market demand.
  • Pricing.