Sep 30, 2022

Simpson Q3 2022 Earnings Report

Reported strong financial results driven by solid operational execution and strategic initiatives.

Key Takeaways

Simpson Manufacturing Co. announced strong Q3 2022 financial results with a 39.6% increase in net sales year-over-year, reaching $553.7 million. Income from operations increased by 22.1% to $122.8 million, and diluted earnings per share rose by 20.8% to $2.06.

Net sales increased 39.6% year-over-year to $553.7 million.

Income from operations increased 22.1% year-over-year to $122.8 million.

Diluted earnings per share increased 20.8% year-over-year to $2.06.

The company repurchased $28.3 million of its common stock during the quarter.

Total Revenue
$554M
Previous year: $397M
+39.6%
EPS
$2.06
Previous year: $1.7
+21.2%
Gross Profit Margin
44.2%
Previous year: 49.9%
-11.4%
Operating Income Margin
22.2%
Previous year: 25.4%
-12.6%
Gross Profit
$245M
Previous year: $198M
+23.5%
Cash and Equivalents
$309M
Previous year: $294M
+5.1%
Free Cash Flow
$115M
Previous year: $28.5M
+304.5%
Total Assets
$2.5B
Previous year: $1.42B
+76.1%

Simpson

Simpson

Simpson Revenue by Segment

Simpson Revenue by Geographic Location

Forward Guidance

The Company has updated its 2022 financial outlook based on three quarters of financial information, which includes the acquisition of ETANCO, to reflect its latest expectations regarding demand trends, raw material costs and operating expenses. Based on business trends and conditions as of today, October 24, 2022, the Company's outlook for the full fiscal year ending December 31, 2022 is as follows:

Positive Outlook

  • Operating margin is expected to be in the range of 20.0% to 21.0%, in-line with its more recent historical average as the Company has better visibility on raw material costs and expected results from its acquisition of ETANCO.
  • The revised outlook includes $16.0 to $18.0 million in expected integration and transaction costs for the acquisition.
  • Interest expense on the outstanding $250.0 million Revolving Credit Facility and Term Loans, which had initial borrowings of $450.0 million, is expected to be approximately $9.8 million, including the benefit from interest rate and cross currency swaps mitigating substantially all of the volatility from changes in interest rates.
  • The effective tax rate is expected to be in the range of 25.0% to 26.0%.
  • Capital expenditures are expected to be in the range of $55.0 million to $65.0 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income