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Dec 31, 2019

ADS Q3 2020 Earnings Report

ADS's financial performance was strong, driven by sales growth and the acquisition of Infiltrator Water Technologies.

Key Takeaways

ADS reported a strong third quarter with a 23.7% increase in net sales to $393.4 million and a significant rise in adjusted EBITDA by 88.5% to $91.3 million. The acquisition of Infiltrator Water Technologies contributed significantly to both net sales and adjusted EBITDA. The company is optimistic about achieving its fiscal year 2020 goals.

Net sales increased by 23.7% to $393.4 million.

Net income increased to $23.7 million compared to $16.6 million in the prior year.

Adjusted EBITDA increased by 88.5% to $91.3 million.

Infiltrator Water Technologies contributed $72.1 million to net sales and $26.5 million to Adjusted EBITDA.

Total Revenue
$393M
Previous year: $318M
+23.7%
EPS
$0.28
Previous year: $0.25
+12.0%
Organic Growth
5%
Gross Profit
$123M
Previous year: $72.4M
+70.4%
Cash and Equivalents
$98.3M
Previous year: $19.8M
+397.6%
Free Cash Flow
$250M
Previous year: $78M
+220.4%
Total Assets
$2.25B
Previous year: $1.01B
+123.3%

ADS

ADS

ADS Revenue by Segment

Forward Guidance

The company expects full-year fiscal 2020 net sales and Adjusted EBITDA to be at the higher end of previously communicated guidance ranges.

Positive Outlook

  • Net sales are expected to be in the range of $1.600 billion to $1.650 billion
  • Adjusted EBITDA is expected to be in the range of $325 million to $345 million
  • Capital expenditures are expected to be in the range of $75 million to $85 million
  • Benefitting from outperformance of legacy ADS business
  • Benefitting from outperformance of Infiltrator Water Technologies

Revenue & Expenses

Visualization of income flow from segment revenue to net income