Parker-Hannifin Corporation

Q1 2021 Earnings Conference Call

11/5/2020

speaker
Sonia
Operator
Ladies and gentlemen, thank you for standing by, and welcome to the Parker Hannifin Corporation Fiscal 2021 First Quarter Earnings Conference Call and Webcast. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1 on your telephone. Please be advised that today's conference may be recorded. If you require any further assistance, please press star 0. I would now like to hand the conference over to your speaker today, Kathy Seaver, Chief Financial Officer. Please go ahead, ma'am.
speaker
Kathy Seaver
Chief Financial Officer
Thank you, Sonia. Good morning, everyone. Welcome to our teleconference this morning. Joining me today are Chairman and Chief Executive Officer Tom Williams and President and Chief Operating Officer Lee Banks. Today's presentation slides, together with the audio webcast replay, will be accessible on the company's investor information website, at phstock.com for a year following today's call. On slide number two, you'll find the company's safe harbor disclosure statement addressing forward-looking statements as well as non-GAAP financial measures. Reconciliations for any reference to non-GAAP financial measures are included in this morning's materials and are also posted on Parker's website at phstock.com. Today's agenda appears on slide three. We'll begin with our Chairman and Chief Executive Officer, Tom Williams, providing a few comments and some highlights from the first quarter. Following Tom's comments, I'll provide a more detailed review of our first quarter performance together with the revised guidance for the full year fiscal 2021. Tom will then provide a few summary comments and we'll open the call for a question and answer session. We plan to end the call at the top of the hour. Please refer now to slide four and Tom will get us started.
speaker
Tom Williams
Chairman and Chief Executive Officer
Thank you, Kathy, and good morning, everybody. Thanks for your participation today. I hope that you, your family, and your friends are all safe and healthy. So before I go through the quarterly results, I wanted to highlight slide four, which is really our strategic positioning slide on one page. It's how we create value for our customers, our shareholders, and our people. And I'm going to highlight some of these through the course of my remarks in the opening slides here. But really, the output of all these differentiators is really that last bullet. It enables us to be great generators and deployers of cash over the cycle, which is a proven strength of ours that has only gotten better over the years. This list is what sets us apart, is what enables us to be a top quartile company, hopefully a company that you'll want to be a shareholder of. So go to slide five. This is one of those competitive differentiators, which is the breadth of our technologies. This is a portfolio of eight motion control technologies that are all interconnected and complementary to each other. It's how we bring value to customers. It's how we solve problems for our customers. Our customers see the value in it, too, because 60% of our revenue comes from customers who buy from four or more of these technologies. So if you go to slide six, we'll talk about the quarter. It was an outstanding quarter. Great results in the face of unprecedented times, and a big thank you goes out to our entire global team for all their hard work, dedication, and the great results here. So starting with the first bullet, something that we take great pride in, we are a top-quartile safety-performing company. In addition to that, we continue to reduce recoverable injuries and incidents by 31%. Sales declined 3%. Organic decline was 13% year-over-year, but that showed nice improvement versus the prior quarter, which was a 21% decline, so we were pleased to see the progress there. EBITDA margin was 19.5% as reported, or 20.1% adjusted, That makes two quarters in a row that we've been greater than 20% EBITDA margins we're excited about. And it was 100 basis point improvement versus the prior year. We did a great job on debt reduction. We paid down debt in a quarter of $557 million. And our cash flow from operations was just an outstanding level at 22.8%. So if I call your attention to the little table at the bottom of the page and go to that last row, the total segment operating margin adjusted row, See, we came in at 19.9% for the quarter. That was 110 basis point improvement versus the prior year. Our decrementals were just terrific. If you look at our decrementals on an adjusted basis with acquisitions, they were favorable. Meaning that we had less sales and we had more income versus the prior year. On a legacy basis, so Parker without acquisitions, again, on an adjusted basis, was a 14% decremental. Just great results by the operating team. So if you go to slide seven, The deleveraging progress has been just dynamite. You can see we paid down $2 billion worth of debt in the last 11 months. We've now paid off 37% of the Lord and Exide transaction debt. And you can see the multiples, whether it's on a gross basis or on a net basis, continue to make nice progress reducing those leverage multiples. So very proud of that. Move to slide eight. These outstanding results are really underpinned by a couple of factors. First is the prior period of restructuring that we've done, the wind strategy and the performance enhancements that it's driving, and the speed and agility of our pandemic response. And just for clarification, when you look at these numbers, these are cost-out actions that represent the savings that are recognized in the year as a result of our pandemic response. The incremental amount is footnoted at the bottom of this page, and that was $210 million year-over-year incremental. But the big thing that I want to make a point on this page is the shift to more permanent reductions. And while we didn't put it on here, we didn't put Q4, but if you go back and look at your Q4 notes, we were 90% discretionary, 10% permanent. This quarter, Q1, we are now 30% permanent, moving to a full year of 60% permanent. If you just go to that full year section of the page and look under FY21, see $175 million discretionary, It's a little bit less than what we showed you last quarter, primarily because our volume is better and we didn't need to enact as many of those discretionary type of actions. Most of our wage reductions have been restored to normal effective October 1st, with some minor exceptions in countries where those governments support supplementary income for short work weeks, which we've continued. Permanent actions stayed the same at $250 million or right on track to deliver that And really, I think this bodes well when you look at this shift to more permanent actions for the remainder of FY21 and sets us up very nicely for FY22. So if you go to the next slide, we're talking about our transformation. And clearly, I'm going to show you a couple of numbers here. Hopefully, you're going to believe the company is definitely transforming. We'll talk about how, and we'll talk about more importantly where we're going to go in the future. Next page is on the how portion of it. It's been a combination of portfolio things we've done as well as just sheer performance improvements. On the performance side, it all starts with the Parker Business System, which is the win strategy, and two major updates that we've made that you're familiar with, which is really propelling our performance. We simplified the organization from a structure standpoint, and we acquired three outstanding companies that were accretive on growth, margins, and cash flow, and they're performing very well during the pandemic. And I think the best evidence, which is the slide you've seen before, is on slide 11, which is the transformation across the last five manufacturing sessions on how we've been raising the floor operating margin. We wanted to put this slide in again because we've updated it based on the latest adjustments where we include deal-related advertising in our adjustments. And we did that through all the prior periods. So the reported in shades, that's in gray. In gold is the adjusted. And you can see that the improvement now is even more pronounced. 1100 basis points over this period of time, just dramatic improvement. And obviously we intend to keep moving in this direction. Go to slide 12. We're gonna talk more about the future now and where we're going. And it's gonna be all around one strategy 3.0, which we just recently changed in our purpose statement, which is in that blue box down at the bottom. Both of these changes have created excitement within the company. and an inspiration from our people on that higher purpose that we're all trying to live up to. Slide 13, where I'm gonna spend a little bit of time going through 3.0 to give you a little more context and color as to why we think our future performance is gonna continue to accelerate. I'm gonna make a comment on each one of these. So, start with simplification. You've seen what we've done on structural things and organization design work continues. Simplification's gonna expand into more 80-20 and simple by design. And of course, you're all familiar with 80-20, but for us it's still early days with lots of upsides. A simple by design is the realization that 70% of your cost is tied up in how you design the product. And what we want for our company is design excellence and operating excellence. We want both of those things. And the way you get design excellence is through simple by design. It's going to have three major buckets. It's going to be complexity assessment, of our existing and new designs. We're going to use four guiding principles on how we design products. We're going to design with forward thinking. We're going to design to reduce how we use material. We're going to design to reuse things that we use across the company. We're going to design the flow. We're going to enable all this with the use of AI, which is going to allow our engineers to be able to do these things in a much faster and knowledgeable fashion. Second bullet is innovation. In our stage gate process, we call internally winnovation. So that's taking an idea to launch for a new product. And we're making three changes there. One's in metrics, and that's called PVI, Product Vitality Index. Not a new metric for most of you who are familiar with this. It's the percent of revenue that comes from new products and things that we've launched and commercialized over the last five years. So we're holding people accountable to that, and we're seeing nice progress. We've also included Two key processes, one is new product blueprinting, which is an outside-in orientation for engineers, so spending more time with customers and end users to understand their pain points and their needs so that we design and develop better products to solve those. And, of course, simplified design is embedded into the new innovation as well. Third goal is digital leadership. Now, we put this on there before the pandemic, but, of course, with the pandemic, this is even more important. We've got four big areas that when we say digital leadership, we mean four things. Digital customer experience, digital products, which would be IoT, digital operations, and then digital productivity. And digital productivity is what we would do, include our data analytics and artificial intelligence. The next bullet is growing distribution. We just want to continue the great progress we've been making, especially growing international distribution. The next one is Kaizen. Our brand at Kaizen is unique, and it's really combining Kaizen, our high-performance team structure, which is how we build the company, our natural work teams, and that ownership that it creates in our plants, warehouses, and the offices, and the use of lean. And I would just tell you that COVID has not slowed us down one second on the use of Kaizen. We continue to have the same activity and the same results, and we're very pleased with that progress. On the acquisition front, we want to be the consolidator of choice and continue to buy great companies like you've seen us do the last several years. And then underpinning all this and supporting this is going to be a new incentive program, which is called the Annual Cash Incentive Program, so ACIP for short. And we're going to roll this out over the next two years, FY22 and 23. We've been piloting it over the last two years, 20 and 21. and it's going to replace return on net assets as our annual incentive, and it's going to have three simple components, earnings, revenue, and cash. So it'll be easy to explain, easy for our people to understand. Those three metrics are highly aligned to total shareholder return, and this will provide better linkage to our annual performance. So we feel very excited to continue the performance changes we've been making, and the performance lift we're going to get with 3.0 that the transformation that you've seen is going to continue in the future. Moving to slide 14, you probably saw on Monday this week we made some important organization announcements. And the first one, the lady that's sitting right next to me is strategically positioned six feet away from me, though. Kathy Seavers, retiring January 1st. This is part of Kathy's long-term plan. And she has 33 years with the company and 33 great years. And everything she's done, she's excelled in, and she's basically helped us a tremendous amount. Whether it was bad times in recessions or good times with expansions, it's been a big part of the win strategy. And her team, her and her team, the work we did in those acquisitions is a huge lift by the finance team and really made a big difference for us. A great example of values and results and a great example for the rest of our leadership team. So this is Kathy's last earnings call. And I can see she's pretty tore up about that. But she's going out in style because these are fantastic results to do as your last earnings call. Now, succeeding Kathy on slide 15 is Todd Lambruno. And Todd will be our CFO on January 1st of next year. I think a lot of you know Todd. Todd was in investor relations and knows the company extremely well, 27 years with the company. He's been a division controller, a group controller, now a corporate controller. And he'll be joining Lee and myself and the office's chief executive as CFO. So, Todd, if you want to just make a few introductory comments to everybody. Yeah, good morning, everyone.
speaker
Todd Lambruno
Incoming Chief Financial Officer
First of all, I just want to say congratulations to Kathy on a wonderful 33-year career with Parker Hannafin. There are so many people across the company that have you to thank for all you've done for the company, and that includes me. We've worked so closely and so well together for so many years. I want to personally thank you on behalf of the Parker Finance and Accounting community for all you've done and for me personally as well. So we wish you nothing but the best in retirement and we look forward to hearing all about your retirement adventures and we will stay close. So congratulations and thank you very much. Tom and Lee, thank you for your confidence and your support in me for many, many years. I couldn't be more humbled and appreciative for this opportunity. We have a fantastic global team, and we are committed to delivering top quartile performance and continuing the transformation of the company. Couldn't be happier. And for the investment community, Tom already mentioned this, but I still remember many of you from my time in investor relations. I look forward to reconnecting and also seeing some new faces very soon. Thanks.
speaker
Tom Williams
Chairman and Chief Executive Officer
So thank you, Tom. But Kathy's not retiring yet. I'm reporting her to work, and I'm going to turn it back to Kathy for details on the quarter.
speaker
Kathy Seaver
Chief Financial Officer
Okay. Thank you, Tom and Todd. I'd like you to now refer to slide 17, and I'll summarize the first quarter financial results. This slide presents as reported and adjusted earnings per share for the first quarter. Current year adjusted earnings per share of $3.07 compares to the $3.05 last year, an increase despite lower sales. Adjustments from the fiscal 2021 as reported results netted to $0.60, including business realignment expenses of $0.12, integration costs to achieve of $0.03, and acquisition-related amortization of $0.63, offset by the tax effect of these adjustments of $0.18. Prior year first quarter earnings per share were adjusted by a net $0.45, the details of which are included in the reconciliation tables for non-GAAP financial measures. On slide 18, you'll find the significant components of the walk from adjusted earnings per share of $3.05 for the first quarter of fiscal 2020 to $3.07 for the first quarter of this year. Despite organic sales declining 13 percent and total sales dropping 3 percent, adjusted segment operating income increased the equivalent of 9 cents per share, or $16 million. Decremental margins on a year-over-year basis were favorable, demonstrating excellent cost containment and productivity by our teams. In addition, we realized an 8-cent increase from lower corporate G&A as a result of salary reductions taken during the quarter and tight cost controls on discretionary spending. Other income was 14 cents lower in the current year because the prior year included higher investment income and gains on several small real estate sales. Moving to slide 19, we show total Parker sales and segment operating margin for the first quarter. Organic sales decreased 13% year over year. This decline was partially offset by favorable acquisition impact of 9.1% and currency impact of 0.8%. Despite declining sales, total adjusted segment operating margin improved to 19.9 percent versus 18.8 percent last year. This 110 basis point improvement reflects positive impacts from our wind strategy initiatives and the hard work and dedication to cost containment and productivity improvements by our teams. Moving to slide 20, I'll discuss the business segments, starting with diversified industrial North America. For the first quarter, North American organic sales were down 14.1% and currency negatively impacted sales 0.3%. These were partially offset by an 8.5% benefit from acquisitions. Even with lower sales, operating margin for the first quarter on an adjusted basis was an impressive 21.0% of sales versus 19.4% last year. This impressive, favorable incremental margin reflects the hard work of diligent cost containment and productivity improvements and the impact of our wind strategy initiative. Moving to the diversified industrial international segment on slide 21. Organic sales for the first quarter in the industrial international segment decreased by 7.3 percent. This was offset by contributions from acquisitions of 9.1 percent and currency of 2.9 percent. Operating margin for the first quarter on an adjusted basis increased to 19.2% of sales versus 17.0% in the prior year, an impressive incremental margin of 66.5%. The teams continue to work on controlling costs and utilizing the tools of our wind strategy. I'll now move to slide 22 to review the aerospace systems segment. Organic sales decreased 20.1% for the first quarter, partially offset by acquisitions contributing 10.8%. Significant declines in the commercial businesses, both OEM and aftermarket, were partially offset by higher sales in both military OEM and military aftermarket. The diversity of our aerospace portfolio, which includes business jets, general aviation, and helicopters, is providing some additional balance against the current market pressures. Operating margin for the first quarter was 18.1% of sales versus 20.4% in the prior year for a decremental margin of 43.5%. Realigning the businesses to current market conditions and strong cost controls are helping to offset the less profitable mix imposed by the pandemic and the lower volumes. On slide 23, we report cash flow from operating activities. Cash flow from operating activities increased 64% to a first quarter record of $737 million and an impressive 22.8% of sales. Free cash flow for the current quarter was 21.5%, and with a drop in net income of just $17 million, the free cash flow conversion from net income jumped to 216%. This compares to a conversion rate of 118% last year. The teams remain very focused and effective in managing their working capital and consistently generating great cash flow. Moving to slide 24, we show the details of order rates by segment. Total orders decreased by 12% as of the quarter ending September. This year-over-year decline is a consolidation of minus 11% within Diversified Industrial North America, minus 4% within Diversified Industrial International, and minus 25 percent within aerospace systems orders. Just a reminder that we report the aerospace systems orders on a 12-month rolling average. Looking ahead, the updated full-year earnings guidance for fiscal year 21 is outlined on slide 25. Guidance is being provided on both an as-reported and an adjusted basis. Based on our current indicators, We have revised our outlook for total sales for the year to a year-over-year decline of 3.5% at the midpoint. This includes an estimated organic decline of 7.3%, offset by increases from acquisitions of 2.8% and currency of 1%. We have calculated the impact of currency to spot rates as of the quarter ended September 30, 2020. and we have held those rates steady as we estimate the resulting year-over-year impact for the remaining quarters of fiscal year 21. Please note our revised guide does not forecast any additional demand pressure caused by further shutdowns as a result of a second wave of increasing COVID infections. You can see the forecasted as reported and adjusted operating margins by segment. At the midpoint, total Parker adjusted margins are now forecasted to increase 30 basis points from prior year. For guidance, we are estimating adjusted margins in a range of 19.0% to 19.4% for the full fiscal year. For the below the line items, please note a significant difference between the as reported estimate of $400 million versus the adjusted estimate of $500 million. In October, as a subsequent event to the quarter, we reached a gain on the sale of real estate of $101 million pre-tax or $76 million after-tax that will be recognized as other income. Since this is an unusual one-time item, we plan to remove this gain as an adjustment to our adjusted earnings per share. The full-year effective tax rate is projected to be 23%. For the full year, the guidance range for earnings per share on an as-reported basis is now $9.93 to $10.53, or $10.23 at the midpoint. On an adjusted earnings per share basis, the guidance range is now $11.70 to $12.30, or $12 even at the midpoint. The adjustments to the as-reported forecast made in this guidance at a pre-tax level include business realignment expenses of approximately $60 million for the full year fiscal 21. Savings from current year and prior year business realignment actions are projected to result in $210 million in incremental savings in fiscal year 21. Also included in the adjustments to the as reported forecast are integration costs to achieve of $18 million. Synergy savings for LORD are projected to be an additional $40 million, getting to a run rate of $80 million by the end of the year. And for Exotic, we anticipate a run rate of $2 million savings by the end of the year. Acquisition-related intangible asset amortization expense is forecasted to be $322 million for the year. Some additional key assumptions for full-year 2021 guidance at the midpoint are Sales are now divided 48% first half, 52% second half. Adjusted segment operating income is split 46% first half and 54% second half. Adjusted earnings per share first half, second half is divided 45%, 55%. Second quarter fiscal 2021 adjusted earnings per share is projected to be $2.38 at the midpoint. and this excludes $0.63 or $106 million of projected acquisition-related amortization expense, business realignment expenses, and integration costs to achieve, offset in part by the gain on real estate of $0.59 or $101 million. On slide 26, you'll find a reconciliation of the major components of the revised fiscal year 2021 adjusted earnings per share guidance of $12 even at the midpoint, compared to the prior guidance of $10.30. The teams outperformed our original estimates, beating the first quarter's guidance by 92 cents. With this performance and our continuing efforts to control costs, we are raising our estimated margins, which will in turn generate 81 cents of additional segment operating income over the next three quarters. This calculates to an estimated defermental margin of 11.4% for the year. Other minor adjustments to below operating income line items reduces our estimate by a net 3 cents. All in, this leaves $12 even adjusted earnings per share at the midpoint for our current guide for fiscal 21. If you'll now go to slide 27, I'll turn it back to Tom for summary comments.
speaker
Tom Williams
Chairman and Chief Executive Officer
Thank you, Kathy. So the portfolio, our motion control technologies, gives us a clear competitive advantage versus our competitors. We can continue to transform it with the three acquisitions. And we really feel strongly with the Wind Strategy 3.0 and our purpose statement that our best days are ahead of us. And with that, I'll hand it over to Sonia to start the Q&A.
speaker
Sonia
Operator
Thank you. As a reminder, to ask a question, you will need to press star 1 on your telephone. To withdraw your question, press the pound key. Our first question comes from Jamie Cook of Credit Twist. Your line is now open.
speaker
Jamie Cook
Credit Twist
Hi. Good morning. A nice quarter. I guess just You know, first question, on the aerospace side, you narrowed the guide. Sorry, you raised the top line a little relative to before in the margins. But, Tom, any view on how you're thinking about the recovery out of the commercial business and how we think about the correlation between, you know, global aircraft miles flown or revenue passenger miles? Like, should we expect a greater lag than usual in terms of how we think about Parker's pickup versus those two items? And then... Obviously, the margin performance was very strong in the quarter. I guess you'll attribute that to wind, but were there any sort of, you know, anomalies or, you know, price-cost or mix or anything else that was sort of viewed as favorable, you know, to the margin performance in the quarter? Thank you.
speaker
Tom Williams
Chairman and Chief Executive Officer
Okay, Jamie. It's time. I'll come back to the margins, but I'll start with aerospace. So when we look at aerospace, we think, again, this is just our initial look, is that it will bottom out. next quarter for us. When you look at the components for our full-year forecast through the four major segments, I'll go one at a time here. Commercial OEM, we've got in the guide, assuming a 25% to 30% reduction, and that's basically using the current production rates that our customers have given us times our bill of material. Military OEM will be low single digits, which seems reasonable with the F-35 and F-135 engine tied to that. Commercial MRO, which is one of the questions you're asking, we have at a minus 35 to 40. And that compares to we were at minus 40 in the last quarter. So we see a little bit of improvement there, but not significant improvement. Available seat kilometers are currently around 55%. And that's not unusual to see our MRO run a little bit better than available seat kilometers. Airline departures, are supportive of that kind of forecast that we've given you out there. And then on the military MRO side, we've got positive mid-single digits really being supported by fleet upgrades and trying to extend service life of some of the older military aircraft. And then the Mission Critical 80 or MC-80 initiative, where to make sure the fleet is 80% ready to go and all those things we think. So we still feel good about this forecast. I would tell you one of the things we – like about aerospace is we've been very aggressive on our cost-outs. We've taken 25% of our people out, unfortunately, given the conditions. And we are in a position, from a margin standpoint, and a return on assets, it's a very attractive business for us. And longer run, this will be a longer return. And if it bottoms in Q2 and starts to turn for our second half, over the next several years, with the cost structure we have in place, it'll be a very attractive business for us and we'll just show nice gradual growth before it eventually gets back to where it was, which will obviously take time. Margins for Q1, you know, in general, obviously you're right. The wind strategy is 2.0 and now 3.0. It's all that restructuring we've done in the past, et cetera. But I do think, you know, we had the advantage in Q1. We're pretty much at our run rate. on the permanent savings actions because we came out of the gate very aggressive on the permanent restructuring. And then we also still had the peak discretionary actions that we were able to have in Q1. And with restoring salaries, that will come down. So I think that was part of what helped Q1. But when we look at margins, if you compare our first half to second half, we're going to still show a nice improvement in our second half with this guide versus the first half. And like I said in my closing comments, our best days are ahead of us, both on the top line and on margins.
speaker
Jamie Cook
Credit Twist
Thank you all. Appreciate it. I'll let someone else ask a question.
speaker
Sonia
Operator
Thanks, Jamie. Thank you. And our next question comes from Nathan Jones. Steve Fuller, your line is now open.
speaker
Steve Fuller
Vertical Research
Good morning, everyone.
speaker
Kathy Seaver
Chief Financial Officer
Good morning, Nathan.
speaker
Steve Fuller
Vertical Research
I'd just like to start with the top-line guide, Cathy. You said you're intending or you're planning for that to split 48-52, which I think is what it typically splits for you every year and kind of the way that you typically guide at this point in the year, which also then implies that you don't really see any fundamental sequential improvement in the business's. Is that the way you've gone about framing this guidance? And if we do see the economy gradually get better as we go through the rest of the year, would that tend to suggest that maybe your second half of 21 guidance could be a little bit better than where you're at at the moment?
speaker
Tom Williams
Chairman and Chief Executive Officer
So Nathan, this is Tom. Maybe I'll start. So part of what we looked at when we looked at improving the organic guide from minus 11 to minus 7.5 was that we looked at our Q2 it being very similar to Q1. The industrial piece may be a little better, aerospace a little worse, as I mentioned, bottoming out. Then we'll see Q3 get better and Q4 be a positive, or forecast for our Q4 as positive, high single digits. When you look at the second half as a whole, we'll have industrial, because I'm combining North America and international, as a positive low single digits, Aerospace at around a minus 12, so we get the flat because of the aerospace being negative. I think part of what we're looking at with Q2 and Q3 is just understanding, well, we have a lot of positive trends with order entry, PMIs moving in the right direction, and markets moving to more of a decelerating decline or shifting to more of an accelerating decline. They were accelerating, they're not decelerating. But the realization that there's risk in the next two quarters tied to the virus activity, and we're not assuming that it's getting any worse, but I think there's a fair amount of uncertainty as we go into Q2 and Q3, which are the winter part for most of the world. And you've got COVID and the flu season together, which creates a bit of an unknown. So we still are very positive, but we think the next two quarters will be a little bit of a slower sequential. These are still better scenarios. top line that we guided to just last quarter. So we are reflecting that improvement where it was a little bit, I think, realistic as far as what's going on.
speaker
Steve Fuller
Vertical Research
Okay, thanks. Then on free cash flow, obviously very good conversion and a lot of free cash flow this quarter. That's going to be typical when you're seeing declining revenue as you liquidate your own working capital. As we get later in the year and you're starting to look at more actual year-over-year growth How are you thinking about free cash flow and free cash flow conversion for the full year based on the guidance that you've provided for the top line here?
speaker
Kathy Seaver
Chief Financial Officer
Yeah, Nathan, this is Kathy. I'm glad you asked. We had a tremendous first quarter, and a lot of that came from managing the working capital, as you suggest. I do not anticipate that it will continue at the pace that we saw in the first quarter as the working capital will be There will be more need, for example, for inventory, and then payables will also have an impact and receivables. So, yes, it will slow down. We still confidently believe we'll be at over 100% conversion each quarter. And for the year, it was a great start to the year and will remain above that 100% conversion, but it won't continue at the pace that we were able to enjoy this quarter.
speaker
Steve Fuller
Vertical Research
But you think it will be over 100% each quarter for the year?
speaker
Kathy Seaver
Chief Financial Officer
Yeah, I do.
speaker
Steve Fuller
Vertical Research
Okay. Well, congratulations, Kathy, and congratulations and welcome back, Todd. I'll pass it on.
speaker
Sonia
Operator
Thanks, Nathan. Thank you. And our next question comes from John and Jeff Gordon-Haskett. Your line is now open.
speaker
Jeff Gordon-Haskett
Gordon-Haskett, Questioner
Thank you. Good morning, everybody. Congratulations, Kathy. Great to see that. And, Tom, I wouldn't worry about the coronavirus. Joe Biden is going to defeat the virus anyway. Thank you, John. Hey, $64,000 question in industry is like, when the economy normalizes, is CapEx, not OpEx, but CapEx likely to prospectively come back? And if so, how do you see the landscape across the multiplicity of your end markets in terms of customers' predisposition to spend CapEx? And obviously, I would leave out commercial aerospace and oil and gas, because we know those are pretty challenged. But it kind of is a framework to even understanding, are there verticals operating, Tom and Lee, kind of close at, if not even above, pre-COVID levels? You have a lot of visibility into that, and we don't have the same kind of visibility. So if you could share your thoughts, that would be great.
speaker
Tom Williams
Chairman and Chief Executive Officer
So, John, as Tom, I think what you're getting at is, what does the future hold? And obviously, CapEx... is a key ingredient to potentially driving more industrial activity. And, you know, when we get through FY21, where I characterize FY21, we have two quarters where I think there's still a fair amount of uncertainty, Q2, Q3, Q4. We have an easy pandemic comparison. But by then, I think we will have rounded the corner. But I'm very optimistic about FY22, so really for everybody else, the second half of the calendar year, 21 and beyond, There's low interest rates. There's fiscal stimulus that's in place and maybe where it might come. The vaccine will be there. Air travel is going to slowly resume. Our order entry by then will have turned positive. The end markets are going to continue to shift and will have shifted into accelerating growth. Our forecast for global industrial production growth, which is a good indicator of CapEx spending, is positive. And you couple what Iowa characterizes as a much better industrial market environment with our own growth initiatives, and I'm pretty optimistic on what the number of years look like. The way I would look at it, John, you know, Lee and I, since we took our jobs, we've faced two recessions together in a pandemic. And so it can't be any worse than that. And all indicators that this is a much better environment. And I do think CapEx and people making more strategic, longer-term investments will come back more into play, and that will just add to it.
speaker
Jeff Gordon-Haskett
Gordon-Haskett, Questioner
Yeah, I think that makes a lot of sense. You know, you called out 80-20 as part of your framework. Just in the spirit of another 80-20 company, you know, ITW has been probably realizing and targeting some share gains to kind of take the offense. Do you envision opportunities for Parker for share gains across your businesses and perhaps because, say, smaller players have pulled back or conversely, I guess, have There have been tougher competitors emerge, let's say, in China, for instance.
speaker
Tom Williams
Chairman and Chief Executive Officer
Absolutely, John. It's Tom again. We think that there's a big opportunity there, and we track that now. That's part of our quarterly cadence. We have all the commercial leaders present top accounts, share their prior quarter, share their next quarter. And it's going to be a multitude of things, and a lot of it's on the one strategy. It starts with creating a great customer experience for our customers. That's the first thing you've got to do to grow. And then we think with innovation, simplified design, and all the other things that we're doing, we have an opportunity to take share. We have obviously gotten stronger through this, and we think we can take advantage of that. Our service capabilities have gotten better. We've acquired companies that are growing faster than we were and doing extremely well, and they're adding to our offering to customers and creating more value when we go to them. So, yes, I do think there's a share shift here opportunity.
speaker
Jeff Gordon-Haskett
Gordon-Haskett, Questioner
Perfect. Thanks very much.
speaker
Sonia
Operator
Thank you, John. Thank you. And our next question comes from Jeff Sprague of Vertical Research. Your line is now open.
speaker
Jeff Sprague
Vertical Research
Thank you. Good morning, everyone. And congrats to Kathy. Two from me, if I could. First, just on the margins, Tom, a couple questions around that, but I was hoping you could just help us a little bit more understand the cadence. It does... appear that on similar revenues you've got to step down in Q2. I guess you don't have quite as much discretionary actions, but it seems like there's still a lot of positivity flowing through. And the year guide is below kind of what you did in Q1, right, as revenues are expected to build as the year progresses. So I understand you might want a little dose of conservatism going into the winter here, but is there You know, is there really something going on, mixed or otherwise, that we should think about to kind of understand that margin profile?
speaker
Tom Williams
Chairman and Chief Executive Officer
So, Jeff, it's Tom. A couple comments. The implied change from Q1 to Q2 is a pretty normal sequential shift that we have. If you go back and look at our Q1 and Q2 over the years, it's pretty much in the same neck of the woods. Yes, you are right in Q1. We had the benefit of all the permanent actions because we were pretty much at our permanent action run rate. And we had almost all the discretionary actions. So that was a big opportunity. But I would just, the guide right now is still 30 base points better than last year. And if I look at just the first half, second half, we go from 18.5, talking about the total company now, 18.5 to 19.8 in the second half. So we see... an improvement, and obviously Q4 will be better than Q1. So the improvement's there. We do have a little bit of mix headwind as mobile, you look at our end markets that have come back. This is not unusual. Mobile has come back faster than any other end market, and that's lower margins. But these are still fantastic numbers. For us to be in this kind of environment, putting up a full year at 19.2, we're pretty proud of that.
speaker
Jeff Sprague
Vertical Research
Yeah, no, the absolute numbers are solid, just trying to understand the pattern. And then second, just on channel, did you actually see a normalization of channel inventories, or where are we in that progress, and what do you see distributors doing here as you look forward the next couple quarters?
speaker
Tom Williams
Chairman and Chief Executive Officer
Yeah, so Jeff, it's Tom again. I'll start, and Lee can add on. So we felt that what we saw... that it looks like through the quarter, destocking has pretty much run its course, and that we are anticipating sequential improvement on distribution, and that when we look at the whole second half, distribution global will be positive. Obviously, especially in Q4, we'll have a little bit of softness still in Q3, but for the full second half, it'll be positive. Asia will be positive for both Q3 and Q4. I think distribution will be a little bit careful In Q2, most of them are calendar year, fiscal year companies, and I think they'll just be a little bit careful as far as what they do as they go into the end of their fiscal year so they won't get too ahead of themselves as far as restocking. But I do think as they go into the second half that they'll look to probably strategically restock some things. Lee, I don't know if you have anything to add.
speaker
Todd Lambruno
Incoming Chief Financial Officer
No, I've got nothing else to add other than, you know, the sentiment by and large is positive.
speaker
Jeff Sprague
Vertical Research
Great. Thanks. I'll pass it. Thank you, Jess.
speaker
Sonia
Operator
Thank you. And our next question comes from Nigel Cole of Wolf Research. The line is now open.
speaker
John Gordon-Haskett
Gordon-Haskett, Questioner
Thanks. Good morning. And obviously, congratulations to Kathy and Todd. So I'd like to just kind of explore some of the end market dynamics. You usually give some pretty good details on sort of the puts and takes. So I'd just love to know, you know, where you're seeing sort of phase three, phase four, maybe even phase one in the end markets.
speaker
Tom Williams
Chairman and Chief Executive Officer
Okay, Nigel, I'll give you the spin through the markets for everybody. Maybe I'll start at the higher levels if you want the short version. This is by what we would call sub-segments, and these are all organic numbers. Total company minus 13, minus 20 in aerospace distribution was minus 14. Industrial as a whole, the whole grouping was minus 7, and mobile was minus 13. If I take it into a depth below that, I'll give you just various buckets. The positive end markets, and this would be all greater than 10% positive, was semiconductor, life science, aerospace military OEM, and aerospace military MRO. Positive growth, high single digits, was power generation and rail. We had one market that was neutral. That was refrigeration. The remaining markets were declining and I'll give you those in the various segments. Low single-digit decline was telecom and ag. High single-digit decline was automotive. And that 10% to 20% decline was distribution, mills and foundries, construction, heavy-duty truck, lawn and turf, and marine. And that 20% to 30% decline, machine tools, tires, mining, forestry, material handling. And then greater than 30% decline was oil and gas, aerospace, commercial OE, aerospace, commercial, MRO. And then now you're just on those, the phases, the four phases. I would just highlight the big shift. If you look at the last quarter, we had 90% of our end markets, so all those end markets I just talked about, 90% of them sat in accelerating decline, which you would expect even where we were. And now we have 84% of them in decelerating decline, which is a good sign. That's the first sign of healing. You've got to go into that, what we call phase four, decelerating decline, And you have the opportunity to move into phase one, which is accelerating growth. So that's the spin to the markets.
speaker
John Gordon-Haskett
Gordon-Haskett, Questioner
Yeah, Tom, that's great. Great call as always. And then it looks like you're going to be at an EBITDA margin, you know, kind of circa 20% for this year. Your long-term target is 19, 20% probably on my math, but your long-term target at 2023 is 21%. So I'm just wondering if you, you know, If you see opportunities to exceed that target, I mean, what does this year imply? Basically, the trough of the cycle, 20% type margin, what does that mean for margins going forward?
speaker
Tom Williams
Chairman and Chief Executive Officer
So, Nigel, it's Tom again. So, yes, we're proud of that. We're excited. We won't change those targets yet. We'd like to do them for a full year or at least get close to doing them for a full year before we do that. But clearly, we're performing better and at a faster pace than we'd anticipated. And those targets are all pretty fresh. We just want to update them at IR day, which was just March. And to your point, we're doing this in not the best of times. So I think this is an indicator. Those were always goal posts. They were not an end destination. So we have lots of room to grow. And I'm hoping my page on 3.0, which was kind of the reader's digest of IR day, gives you indicators that we think there's a lot of gas in the tank here But we won't change those until we get a little closer, and we've demonstrated doing them in a more sustainable fashion. But, yes, we are pleased with the progress, and we're going to beat those numbers.
speaker
John Gordon-Haskett
Gordon-Haskett, Questioner
Great. Good job. Thanks, Tom.
speaker
Kathy Seaver
Chief Financial Officer
Thanks, Michael.
speaker
Sonia
Operator
Thank you. And our next question comes from David Rosso of Evercore. Your line is now open. And, again, our next question comes from David Rosso of Evercore. Your line is now open.
speaker
David Rosso
Evercore
Thank you very much. Really two quick questions, if you don't mind. The margins for the rest of the year appear to be sort of flat, you know, nine months over nine months. And I can understand aerospace is down a lot. But even the industrial businesses, you don't really have the margins up much year over year. And I do appreciate some of the cost savings are a little less dramatic there. than we just saw in the first quarter. But when you highlight distribution as, you know, maybe ready to restock a little bit or definitely improve to some degree, is there something else about the mix or something we're missing about price cost that would not allow the margins to improve much industrially? I think when you strip out the A and just do it, you know, old school EBIT, you really don't have the North American margins much up at all, maybe 20 BIPs year over year and international only up 50 bps when it was just up 150 bps. So I just want to make sure I'm not missing something. And the second question is simply with the deleveraging pace going this quickly, when do you expect to be able to lean forward and think about the M&A market a little bit or however you want to choose to use the balance sheet? And if it is M&A, just a little lay of the land, kind of what you're seeing on pricing and so forth. Thank you.
speaker
Tom Williams
Chairman and Chief Executive Officer
So David, it's Tom. So I'll give you guys a little more color because the margins are doing quite well. If I just compare the second half of 21 to the second half of 20, and I'll give it to you by segment, 20.5 for North America versus 19.8 in prior period, 19.0 in international versus 18.3, so very nice improvement, and then 19.5 in aerospace versus a 20.6, so obviously aerospace is feeling more pressure. and we end up at 19.8 versus a 19.5. So the margins are improving. We do have, as I mentioned earlier, a little bit of a mixed headwind with more mobile, and that's very typical at the beginning of the upturn. The mobile and markets speed up faster. We saw that on order entry in the last quarter. And those markets and that customer base have all less margins than when you compare to distribution and industrial markets. Then on the deleveraging side, yes, that gives us lots of opportunities. And as we continue to work down that, you know, our pecking order, which you'll be familiar with, first and foremost is dividends. And our next dividend target to raise the dividend to keep our track record going is Q4. And you can rest assured we're going to do that. The next is continue to fund organic growth and productivity, which we'll do that. And that's about 2% of our sales. We will continue to de-lever, but as we glide down there, we have an opportunity to look at reinstating the 10B51, and we'll update you all on our thinking on that in the next earnings call. And then there's an opportunity as we go down the glide path here to look at acquisitions and share purchase. And I think because our cash flow has been so strong that we don't necessarily have to wait until we get to 2.0 again to finally dust off the acquisition pen, that there's probably opportunities of properties that are a more reasonable size, say, versus doing a Clark or a Lord, that would allow us to do and glide down and basically not be impacted at all, still be able to meet our commitment to all the credit and rating agencies and deliver at the speed we wanted to, and that the EBITDA is so much higher now that we can probably absorb some things as we glide down and not miss a beat as we try to get down there. So it does give us a lot more opportunities, and those opportunities will depend on what's available, and that tradeoff is something we look at every time.
speaker
David Rosso
Evercore
Is it fair to summarize that then as the cash flow is the visibility of it, the strength of it, that, again, maybe not a Clark core size, but the idea of having to wait until the end of the fiscal year to lean forward with M&A, that's not necessarily the case any longer? Something could occur before the end of the fiscal year?
speaker
Tom Williams
Chairman and Chief Executive Officer
I don't know if I'd go that far. I think it's going to be the acquisition activity going FY22 type of thing. I think sequentially you're going to look at the 10B51, you're going to look at dividends. Obviously, the thing that we've learned over the years, because we're we're fairly good track record of being an acquirer. We work that pipeline all the time, but I think we'd like to see the deleveraging go a little bit more. But the point I was trying to make is that once we get into 22, the EBITDA growth has been so high that we can start to look sooner than we probably would have looked in the past.
speaker
Unknown
Unknown
Terrific. Thank you. And congratulations, Kathy and Todd. Thanks, David.
speaker
Sonia
Operator
Thank you. And our next question comes from Andrew Obin of Bank of America. Your line is now open.
speaker
Andrew Obin
Bank of America
Yes. I guess it's still good morning.
speaker
spk00
Good morning, Andrew.
speaker
Andrew Obin
Bank of America
Congratulations to Kathy, and thank you, and congratulations to Todd. Maybe I will ask you more questions on margin pace in the second. No, I will not do that. Go ahead. Just a question on your hydraulics business and just sort of trying to figure out your performance versus your competitors. A, can you talk about the pace of orders throughout the quarter, and when do you think we should hit positive orders for your hydraulics business, industrial business? Yeah, month, quarter, however you want to answer it. So that's question one.
speaker
Tom Williams
Chairman and Chief Executive Officer
Okay, so then there's Tom. First, I would just remind everybody, our industrial business is not just hydraulics. It's eight motion control technologies. And if I was to compare my neighbors across the street, organic decline was 15%, and our industrial decline, if I add North American and international, is more like 10%. So, again, I think it shows the more diversified portfolio that we have. The order trends in a quarter, approved sequentially for North America and international. And we actually had international, we had Asia Pacific and Latin America turn positive in a quarter. And when we would turn positive as a total company, it's hard to pin that down exactly, but more than likely sometime in Q3.
speaker
Andrew Obin
Bank of America
Gotcha. And just to follow up a question on aerospace, could you remind us, post the exotic, transaction, what was the mix between commercial and military in the aerospace portfolio, and where are we right now? Thank you.
speaker
Tom Williams
Chairman and Chief Executive Officer
Yeah, and there's Tom again. So the mix right now is 50-50. And in the past, it was about two-thirds, one-third, two-third. This is round numbers, two-third commercial, one-third military. So you have two things going. You have much higher military content with exotic, and then, of course, you have the commercial market softening. We're about 50-50. And I think the thing that's really helped us in aerospace, if you go look at our sales decline versus other aerospace businesses, we're at the top of the list. And we're not thrilled that we declined 20%, but if you compare our decline to others, we're in the top quartile. Go compare our margins to our aerospace peers. We're in the top quartile. Go compare our decrementals. We're in the top quartile. So why the wind strategy? But it's been the diversification of that We have a very diversified technology portfolio, you know, our percent on engines, commercial, military, visjet, general aviation, helicopters, regional transportation. It's very diverse, and so that allows us to kind of weather the storm. And certainly the 50-50 now in the military content being much more stable has helped us quite a bit.
speaker
Andrew Obin
Bank of America
And 50-50, it's a normalized revenue mix, or is it a revenue mix post-commercial crash?
speaker
Tom Williams
Chairman and Chief Executive Officer
Post the commercial decline. We could probably, in the follow-up calls offline, give you an approximate of what it would be if commercial came back, but that's like 1,000 different iterations. What assumptions do you want to make on commercial improvements, you know, so you could have – I could give you a dozen different answers there. It's probably not going to be 50-50 forever because commercial is going to grow, but we will have a much higher military component than what we've historically had. It won't be a third anymore.
speaker
Andrew Obin
Bank of America
Yeah, you guys did even better than Eaton and Moog, so just trying to figure out what's going on here. But congratulations on a great quarter.
speaker
Tom Williams
Chairman and Chief Executive Officer
Yeah, long-term we're in that 40-50 range probably.
speaker
Andrew Obin
Bank of America
Congratulations. Thank you.
speaker
Kathy Seaver
Chief Financial Officer
Thanks, Andrew. Sonia, in respect of everyone's time, we'll take one more question.
speaker
Sonia
Operator
Thank you. And our last question comes from Anne Dungeon of J.P. Morgan. Your line is now open.
speaker
Anne Dungeon
J.P. Morgan
Hi. Good morning. And same regards to Kathy and best wishes. My question is around, you know, again, the end market demand and particularly on the mobile side. Can you talk a little bit about your mix there? I mean, we just heard from CNH Industrial and Agco and I'm sure from Deere that – You know, the order books for agriculture are up double digits. Maybe you're not just seeing that yet. But just maybe a little bit of color on your mix within mobile. Is it more construction versus ag, or do you anticipate orders coming through now that the OEMs are beginning to see a pickup in their orders? Thank you.
speaker
Tom Williams
Chairman and Chief Executive Officer
And as Tom, maybe I'll just make a couple comments about some of the ag markets and kind of our view for the year ahead. And obviously this is in a particular quarter, just kind of summarizing our view as we get towards the end of the year. Agriculture for us is somewhat neutral. We see U.S. government support, grain prices up. When I get to construction, non-residential is soft in both North America and Europe. Asia Pacific is positive in both residential and non-residential. But I think it's the small equipment activity that's been positive. that's been offset by weaker large equipment, primarily outside of China. Automotive for us is a soft first half, but a strong second half, and we see combustion engine platforms starting to turn around, but we see a short pickup in electric vehicles, and we have great content on the whole EV side of things. Trying to see if I missed any big mobile in the markets. That would probably be the biggest ones.
speaker
Anne Dungeon
J.P. Morgan
Maybe mining, since that's mobile even though.
speaker
Tom Williams
Chairman and Chief Executive Officer
Yeah, I'm sorry. Mining, we've got neutral, but we see that as a positive second half. I would say for most of these, Ann, when I look through them, you know, my comment is it's kind of an aggregate for the full year, but we've got ag as a positive second half, mining as a positive second half, rail positive second half, construction getting to neutral in the second half. positive and positive second half. So when we look at our second half, with just the minor exceptions of aerospace, oil and gas being negative, everything is either neutral or positive.
speaker
Anne Dungeon
J.P. Morgan
Okay. I appreciate that. That's good color. And then just as a quick follow-up, can you talk about how you think about the return of the MAX into production and sales and Is there any early aftermarket opportunities as they take all those parked aircraft and have to rejigger them, or do you just have to sit and wait for production volumes to pick up? How do you think about the restarting of that production line?
speaker
Tom Williams
Chairman and Chief Executive Officer
Yeah, Max, it's Tom. I mean, and it's Tom. Obviously, it's a positive. And Boeing had already signaled to us that our production started in May, and we've been at seven per month. and we're going to move to 10 per month starting in January. So that signal had already started, so this is a good thing. And if you just think about how our aerospace business has performed, even with no MAX and then just now at a low rate of MAX, it's a good indicator. I don't think there will be a lot of MRO provisioning yet. I think it's primarily just going to help us on the E side. The MRO side will be more after the plane is flying and starts to get some flight hours cycle time on it.
speaker
Anne Dungeon
J.P. Morgan
Okay. That's helpful, Culler. I'll leave it there in the interest of time. I appreciate it. Thank you.
speaker
Kathy Seaver
Chief Financial Officer
Thank you, Ann. So this concludes our Q&A and the earnings call. Thank you for joining us today. We appreciate your interest in Parker. Robin and Jeff will be available throughout the day to take your calls should you have any further questions. Stay safe, everyone.
speaker
Sonia
Operator
Ladies and gentlemen, this completes today's conference call and webcast. Thank you for participating.
Disclaimer

This conference call transcript was computer generated and almost certianly contains errors. This transcript is provided for information purposes only.EarningsCall, LLC makes no representation about the accuracy of the aforementioned transcript, and you are cautioned not to place undue reliance on the information provided by the transcript.

Q1PH 2021

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