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Sep 30, 2021

Pentair Q3 2021 Earnings Report

Pentair's Q3 2021 sales increased, with significant growth in Consumer Solutions and Industrial & Flow Technologies, leading to higher EPS and operating income.

Key Takeaways

Pentair reported a strong third quarter with sales up 21% to $969 million. GAAP EPS was $0.86 and adjusted EPS was $0.89. The company updated its full year 2021 GAAP EPS guidance to approximately $3.19 to $3.25 and on an adjusted basis to approximately $3.34 to $3.40.

Third quarter sales reached $969 million, a 21% increase year-over-year.

GAAP EPS for the third quarter was $0.86, while adjusted EPS was $0.89.

Operating income increased by 31% to $167 million.

The company updated its full year 2021 GAAP EPS guidance to approximately $3.19 to $3.25 and on an adjusted basis to approximately $3.34 to $3.40.

Total Revenue
$969M
Previous year: $799M
+21.4%
EPS
$0.89
Previous year: $0.7
+27.1%
Gross Profit
$335M
Previous year: $277M
+20.7%
Cash and Equivalents
$173M
Previous year: $82.6M
+109.7%
Free Cash Flow
$165M
Previous year: $220M
-25.0%
Total Assets
$4.47B
Previous year: $4.1B
+9.0%

Pentair

Pentair

Pentair Revenue by Segment

Forward Guidance

The company updates its estimated 2021 GAAP EPS from continuing operations to approximately $3.19 to $3.25 and on an adjusted EPS basis to approximately $3.34 to $3.40. The company updates full year 2021 sales guidance to be up approximately 22 to 23 percent on a reported basis. The company expects full year free cash flow of greater than 100 percent of net income. In addition, the company introduces fourth quarter 2021 GAAP EPS from continuing operations guidance of $0.77 to $0.83 and on an adjusted EPS basis of $0.81 to $0.87. The company expects fourth quarter sales to be up approximately 15 to 19 percent on a reported basis compared to the fourth quarter of 2020.

Positive Outlook

  • Full year 2021 sales guidance to be up approximately 22 to 23 percent on a reported basis.
  • Full year free cash flow of greater than 100 percent of net income.
  • Fourth quarter sales to be up approximately 15 to 19 percent on a reported basis compared to the fourth quarter of 2020.