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Jun 26, 2021

Mueller Industries Q2 2021 Earnings Report

Mueller Industries reported second quarter earnings with significant increases in operating and net income.

Key Takeaways

Mueller Industries reported a strong second quarter in 2021, marked by substantial growth in net sales, operating income, and net income compared to the prior year. The company benefited from unit sales growth across all segments, contributions from acquisitions, and higher copper prices.

Operating income increased to $157.8 million from $52.3 million.

Net income rose to $108.8 million from $28.0 million.

Net sales reached $1.01 billion, up from $500.2 million.

Earnings per share (EPS) increased to $1.92 from $0.50.

Total Revenue
$1.01B
Previous year: $500M
+102.5%
EPS
$0.96
Previous year: $0.25
+284.0%
Gross Profit
$213M
Previous year: $97M
+119.4%
Cash and Equivalents
$111M
Previous year: $124M
-10.4%
Total Assets
$1.79B
Previous year: $1.32B
+35.2%

Mueller Industries

Mueller Industries

Mueller Industries Revenue by Segment

Forward Guidance

Mueller anticipates that strong demand in the building construction sectors will continue through the remainder of the year and expects extended lead times and abnormally high backlogs to persist well into the third quarter.

Positive Outlook

  • Operations remain well positioned for the current market conditions due to operational investments.
  • Acquisitions enhance capacity.
  • Acquisitions increase yields.
  • Acquisitions lower costs.
  • Benefiting from the prudent cost controls implemented during the height of the pandemic.

Challenges Ahead

  • Highly inflated demand.
  • Widespread industry supply constraints.
  • Extended lead times are expected to continue.
  • Abnormally high backlogs are expected to continue.
  • Many of these conditions persist.

Revenue & Expenses

Visualization of income flow from segment revenue to net income