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Sep 30, 2023

Mueller Industries Q3 2023 Earnings Report

Mueller Industries reported a decrease in net sales primarily due to reduced demand in the wholesale channel as distributors rebalanced inventory levels.

Key Takeaways

Mueller Industries reported a decrease in net sales and net income for the third quarter of 2023, primarily due to reduced demand in the wholesale channel. However, the company's CEO noted that business conditions are still historically favorable and that the company is focused on growth and strategic investments.

Operating Income decreased to $181.0 million from $205.2 million.

Net Income decreased to $132.7 million from $154.5 million.

Diluted EPS decreased to $1.17 from $1.37.

Net Sales decreased to $819.8 million from $944.8 million.

Total Revenue
$820M
Previous year: $945M
-13.2%
EPS
$0.59
Previous year: $1.37
-56.9%
Gross Profit
$241M
Previous year: $266M
-9.6%
Cash and Equivalents
$980M
Previous year: $483M
+102.6%
Free Cash Flow
$238M
Total Assets
$2.66B
Previous year: $2.11B
+26.3%

Mueller Industries

Mueller Industries

Mueller Industries Revenue by Segment

Forward Guidance

Mueller Industries expects favorable cost improvements from strategic investments and capacity rationalizations.

Positive Outlook

  • Executing on strategic investments.
  • Capacity rationalizations are expected.
  • Anticipate favorable cost improvements.
  • Focused on growth.
  • Actively identify, evaluate and pursue opportunities to expand and strengthen portfolio.

Challenges Ahead

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

Revenue & Expenses

Visualization of income flow from segment revenue to net income