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Dec 31, 2021

Pentair Q4 2021 Earnings Report

Pentair reported fourth quarter and full year results, with sales increasing and EPS exceeding expectations.

Key Takeaways

Pentair's Q4 2021 saw a 24% increase in sales to $989 million and GAAP EPS of $0.89. The company's full-year sales reached $3.76 billion, with a GAAP EPS of $3.32. The company also introduces 2022 GAAP EPS guidance of approximately $3.54 to $3.64 and on an adjusted basis of approximately $3.70 to $3.80.

Fourth quarter sales reached $989 million, a 24% increase year-over-year.

Full year 2021 sales amounted to $3.76 billion, up 25% compared to the previous year.

Fourth quarter GAAP EPS was $0.89, while adjusted EPS was $0.87.

Full year 2021 GAAP EPS was $3.32, with an adjusted EPS of $3.40.

Total Revenue
$989M
Previous year: $796M
+24.2%
EPS
$0.87
Previous year: $0.7
+24.3%
Gross Profit
$328M
Previous year: $284M
+15.8%
Cash and Equivalents
$94.5M
Previous year: $82.1M
+15.1%
Free Cash Flow
$557M
Previous year: $512M
+8.7%
Total Assets
$4.75B
Previous year: $4.2B
+13.3%

Pentair

Pentair

Forward Guidance

The Company introduces 2022 GAAP EPS guidance of approximately $3.54 to $3.64 and on an adjusted basis of approximately $3.70 to $3.80. The Company anticipates full year 2022 sales to be up approximately 6 to 9 percent on a reported basis. The Company expects to deliver full year free cash flow approximately equal to 100 percent of net income.

Positive Outlook

  • Residential businesses benefit from installed base and strong order trends.
  • Commercial demand continues to improve, a positive indicator for Water Treatment business.
  • Industrial facing businesses saw improved orders and backlog, building confidence in further growth.
  • Well positioned for 2022 due to agility and ability to navigate challenging environment.
  • Expects to deliver full year free cash flow approximately equal to 100 percent of net income.

Challenges Ahead

  • Continued uncertainty around COVID-19 impacts.
  • Global supply chain instability.
  • Impact of virus variants and the effectiveness of vaccinations
  • Inflation
  • Seasonality of sales and weather conditions