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Nov 27, 2020

Steelcase Q3 2021 Earnings Report

Reported a decrease in revenue due to the economic uncertainty and a cyberattack, but maintained profitability through cost controls.

Key Takeaways

Steelcase reported a decrease in revenue of 35% compared to the prior year, with a net income of $2.1 million, or $0.02 per share. The results were impacted by a cyberattack that delayed approximately $60 million of revenue to the fourth quarter. Despite the challenges, the company maintained profitability through aggressive cost controls.

Third quarter revenue was $617.5 million, a 35% decrease compared to the prior year.

Net income was $2.1 million, or $0.02 per share, including $11.4 million of pre-tax restructuring costs.

Adjusted earnings were $0.08 per share, excluding restructuring costs and related tax benefits.

A cyberattack caused a delay of approximately $60 million of revenue to the fourth quarter.

Total Revenue
$618M
Previous year: $955M
-35.4%
EPS
$0.08
Previous year: $0.46
-82.6%
Gross Profit
$178M
Previous year: $316M
-43.7%
Cash and Equivalents
$484M
Previous year: $368M
+31.7%
Free Cash Flow
-$21.8M
Previous year: $159M
-113.7%
Total Assets
$2.39B
Previous year: $2.52B
-5.5%

Steelcase

Steelcase

Forward Guidance

The company expects fourth quarter fiscal 2021 revenue to be approximately $650 million and diluted earnings per share to be approximately breakeven.

Positive Outlook

  • Early stages of vaccine deployment beginning.
  • Some customers are reactivating idled project opportunities.
  • Customers will be ready to return to their offices next year.
  • Continuing to invest in new products designed to help customers make their offices safe.
  • Continuing to invest in new products designed to help customers make their offices flexible, productive and inspiring.

Challenges Ahead

  • Average weekly order levels during the first two weeks of December remained similar to the third quarter.
  • Projected operating expenses of between $180 million to $185 million.
  • Projected interest expense, net of investment income and other income, net, of approximately $5 million.
  • Expected organic decline of 28 percent compared to the fourth quarter of fiscal 2020.
  • Backlog of customer orders was $545 million, or 15 percent lower than the prior year.