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Univar's (UNVR) Earnings and Revenues Top Estimates in Q2

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Univar Solutions Inc. recorded profits of $162.9 million or 96 cents per share in second-quarter 2022, up from $153.2 million or 90 cents per share in the year-ago quarter.

Barring one-time items, earnings per share were $1.00, up from 57 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 90 cents.

The company’s revenues were $3,016.6 million in the quarter, up 26% year over year. The top line surpassed the Zacks Consensus Estimate by 2.79%. The upside in sales can be attributed to the company’s pricing discipline to counter inflation and market share gains.

 

Univar Solutions Inc. Price, Consensus and EPS Surprise

 

Univar Solutions Inc. Price, Consensus and EPS Surprise

Univar Solutions Inc. price-consensus-eps-surprise-chart | Univar Solutions Inc. Quote

 

Segment Review

Revenues from the USA division rose around 31% year over year to $1,970.2 million in the quarter. The upside was primarily driven by pricing discipline and market share gains.

The EMEA segment raked in revenues of $547.2 million, up roughly 27% year over year, supported by pricing discipline in inflationary markets and market share gains.

Revenues from the Canada segment went up around 30% year over year to $298.2 million. The upside was led by pricing discipline and market share gains.

Revenues from the LATAM unit rose roughly 30% to $201 million, driven mainly by pricing discipline and the Sweetmix acquisition.

Financials

Univar ended the quarter with cash and cash equivalents of $234.8 million, up around 13% year over year. Long-term debt was $2,484.2 million, up around 12% year over year.

Net cash provided by operating activities fell to $48.2 million in the reported quarter from $83.7 million in the prior-year quarter. The company repurchased shares worth $81 million during the quarter.

Outlook

The company expects adjusted EBITDA for third-quarter 2022 to be $240-$260 million. For 2022, adjusted EBITDA is now forecast in the band of $1,040-$1,080 million, up from $1,000-$1,050 million expected earlier. The guidance reflects strong operational execution, market share growth and cost management. The company also sees net free cash flow for 2022 in the range of $400-$450 million.

Price Performance

Univar’s shares have gained 7% over a year against 10.8% decline of the industry.

 

Zacks Investment Research
Image Source: Zacks Investment Research

 

Zacks Rank & Other Key Picks

Univar currently carries a Zacks Rank #4 (Sell).

Better-ranked stocks worth considering in the basic materials space include Cabot Corporation (CBT - Free Report) , Sociedad Quimica y Minera de Chile S.A. (SQM - Free Report) and ATI Inc. (ATI - Free Report) .

Cabot, currently carrying a Zacks Rank #1 (Strong Buy), has an expected earnings growth rate of 22.5% for the current fiscal year. The Zacks Consensus Estimate for CBT's earnings for the current fiscal has been revised 0.8% upward in the past 60 days. You can see the complete list of today’s Zacks #1 Rank stocks here.

Cabot’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average being 16.2%. CBT has gained around 38% over a year.

Sociedad has a projected earnings growth rate of 513.7% for the current year. The Zacks Consensus Estimate for SQM’s current-year earnings has been revised 57.8% upward in the past 60 days.

Sociedad’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters, the average being 28.2%. SQM has gained roughly 99% in a year. The company sports a Zacks Rank #1.

ATI, currently carrying a Zacks Rank #2 (Buy), has a projected earnings growth rate of 1,069.2% for the current year. The Zacks Consensus Estimate for ATI's current-year earnings has been revised 12.5% upward in the past 60 days.

ATI’s earnings beat the Zacks Consensus Estimate in the last four quarters. It has a trailing four-quarter earnings surprise of roughly 128.9%, on average. ATI shares are up around 37% in a year.


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