Mueller Industries Inc. (NYSE: MLI) ndi kampani yayikulu yopanga zitsulo.Kampaniyo imagwira ntchito pamsika womwe supanga phindu lalikulu kapena malingaliro okulirapo, ndipo ambiri angaone kuti ndizotopetsa.Koma amapanga ndalama ndipo amakhala ndi bizinesi yodziwikiratu komanso yokhazikika.Awa ndi makampani omwe ndimakonda, ndipo mutha kukhala otsimikiza kuti osunga ndalama ena salabadira ngodya iyi yamsika.Kampaniyo idavutika kuti ibweze ngongoleyo, tsopano ili ndi ngongole ziro ndipo ili ndi ngongole yokwana $400 miliyoni, zomwe zimawapangitsa kukhala osinthika kwambiri ngati zolinga zogulira zikachitika ndipo kampaniyo ikhoza kuyenda mwachangu.Ngakhale popanda kupeza chilichonse kuti ayambe kukula, kampaniyo ili ndi ndalama zambiri zaulere ndipo yakhala ikukula kwa zaka zambiri, zomwe zikuwoneka kuti zipitilira mtsogolo.Msikawu ukuwoneka kuti ukuyamikira kampaniyo, ndipo kukula kwa ndalama ndi phindu m'zaka zaposachedwa kukuwoneka kukuwonekera kwambiri.
"Mueller Industries, Inc. amapanga ndi kugulitsa zinthu zamkuwa, zamkuwa, aluminiyamu ndi pulasitiki ku US, UK, Canada, Korea, Middle East, China ndi Mexico.Kampaniyo imagwira ntchito m'magawo atatu: mapaipi, zitsulo zamafakitale ndi nyengo.Njira Zopangira Mapaipi Gawoli limapereka mapaipi amkuwa, zopangira, zida zapaipi ndi zopangira, mapaipi a PEX ndi makina owunikira, komanso zida zopangira ma plumbing ndi zida zomangira jekeseni wa pulasitiki ndi ma plumbing pipe supply.Chigawo ichi chimagulitsa katundu wake kwa ogulitsa m'misika yama plumbing ndi firiji, nyumba ndi zosangalatsa zogawira magalimoto, opanga makina opangira makina opangira mafakitale (EMstal Opanga zida zomangira mpweya). ss, mkuwa ndi aloyi ndodo zamkuwa, mkuwa wa mapaipi, ma valve ndi zopangira;zozizira zopangidwa ndi aluminiyamu ndi zamkuwa;aluminium processing i, chitsulo, mkuwa ndi kuponyedwa chitsulo kukhudza ndi castings;zojambula zopangidwa ndi mkuwa ndi aluminiyamu;mavavu opangidwa ndi mkuwa, aluminiyamu ndi chitsulo chosapanga dzimbiri;njira zothetsera madzimadzi ndi opanga zida zoyambirira zamakina a gasi omwe amasonkhana m'misika yamakampani, zomangamanga, HVAC, mapaipi ndi mafiriji.Gawo la Climate limapereka ma valve, alonda ndi mkuwa ku OEMs osiyanasiyana m'misika yamalonda ya HVAC ndi firiji.Chalk;High Voltage Components ndi Chalk kwa mpweya mpweya ndi firiji misika;coaxial heat exchanger ndi machubu ophimbidwa a HVAC, geothermal, firiji, mapampu otentha osambira, kupanga zombo, opanga ayezi, ma boiler amalonda ndi misika yobwezeretsa kutentha;machitidwe osinthika a HVAC okhala ndi insulated;mitundu yambirimbiri, manifolds ndi misonkhano yogawa.Kampaniyi inakhazikitsidwa mu 1917 ndipo likulu lake lili ku Collierville, Tennessee.”
Mu 2021, Mueller Industries ipereka lipoti la $ 3.8 biliyoni pachaka, $ 468.5 miliyoni pazopeza zonse, ndi $ 8.25 pazopeza zochepetsedwa pagawo lililonse.Kampaniyo idanenanso zopeza gawo loyamba ndi lachiwiri la 2022. Kwa theka loyamba la 2022, kampaniyo idapereka ndalama zokwana $ 2.16 biliyoni, ndalama zokwana $ 364 miliyoni ndikupeza ndalama zochepetsedwa pagawo lililonse la $ 6.43.Kampaniyo imalipira magawo 1.00 $ pagawo lililonse, kapena zokolola za 1.48% pamtengo waposachedwa.
Chiyembekezo cha chitukuko chowonjezereka cha kampani ndi chabwino.Kumanga nyumba zatsopano ndi chitukuko cha malonda ndi zinthu zofunika kwambiri zomwe zimakhudza ndikuthandizira kudziwa malonda a kampani, chifukwa maderawa ndi omwe amafunikira kwambiri zinthu zamakampani.Malingana ndi US Census Bureau, chiwerengero chenicheni cha nyumba zatsopano ku US chidzakhala 1.6 miliyoni mu 2021, kuchokera pa 1.38 miliyoni mu 2020. Komanso, nyumba zapayekha zosakhalamo zinali zamtengo wapatali pa 467.9 biliyoni mu 2021, 479 biliyoni mu 2020 ndi 500,19 m'madera amalonda amphamvu ndi 2001 madera omwe amayembekezeredwa kuti azichita bizinesi ndi 20019 biliyoni. adzapindula ndi zinthuzi ndikukhalabe okhazikika..Zikunenedweratu kuti mu 2022 ndi 2023 kuchuluka kwa zomangamanga zosakhalamo kudzakula ndi 5.4% ndi 6.1%, motsatana.Malingaliro ofunikirawa athandiza Mueller Industries, Inc. kukhalabe ndi kukula kwakukulu ndi magwiridwe antchito.
Zomwe zingatheke pachiwopsezo zomwe zingakhudze bizinesiyo ndizochitika zachuma zomwe zimagwirizanitsidwa ndi chitukuko cha nyumba ndi malonda.Misika yomanga pakali pano ikuwoneka yokhazikika ndipo yakhala ikuchita bwino zaka zingapo zapitazi, koma kuwonongeka kwa misikayi m'tsogolomu kungakhudze kwambiri bizinesi ya kampaniyo.
Chuma cha msika waposachedwa wa Mueller Industries Inc. ndi $3.8 biliyoni ndipo ili ndi chiŵerengero chamtengo wapatali (P/E) cha 5.80.Chiyerekezo chamtengo wamtengo wapatalichi ndichotsika kwambiri kuposa ambiri omwe akupikisana nawo a Mueller.Makampani ena achitsulo panopa akugulitsa pa P / E chiwerengero cha 20. Pamtengo wamtengo wapatali, kampaniyo ikuwoneka yotsika mtengo poyerekeza ndi anzawo.Kutengera momwe ntchito ikugwirira ntchito, kampaniyo ikuwoneka ngati yopanda phindu.Poganizira kukula kwa ndalama zomwe kampaniyo imapeza komanso ndalama zonse, izi zikuwoneka ngati zokopa kwambiri zomwe zili ndi mtengo wosadziwika.
Kampaniyo yakhala ikulipira ngongole movutikira zaka zingapo zapitazi ndipo kampaniyo tsopano ilibe ngongole.Izi ndi zabwino kwambiri kwa kampaniyo, chifukwa tsopano sizichepetsa phindu la kampaniyo ndipo zimawapangitsa kukhala osinthika kwambiri.Kampaniyo idamaliza gawo lachiwiri ndi ndalama zokwana $ 202 miliyoni ndipo ali ndi ngongole ya $ 400 miliyoni yosagwiritsidwa ntchito yomwe ikupezeka kuti agwiritse ntchito ngati ntchito zikufunika kapena mwayi wopeza mwayi ukapezeka.
Mueller Industries amawoneka ngati kampani yayikulu komanso katundu wamkulu.Kampaniyi yakhala ikukhazikika ndipo yakhala ikukulirakulira mu 2021 yomwe idzapitirira mpaka 2022. Mbiri yamaoda ndi yayikulu, kampaniyo ikuchita bwino.Kampaniyo ikugulitsa pamtengo wotsika mtengo wopeza phindu, ikuwoneka ngati yotsika mtengo poyerekeza ndi omwe akupikisana nawo komanso ambiri.Ngati kampaniyo ikanakhala ndi chiŵerengero cha P / E chodziwika bwino cha 10-15, ndiye kuti katunduyo angapitirire kuwirikiza kawiri kuchokera pazigawo zamakono.Kampaniyo ikuwoneka yokonzeka kukulirakulira, zomwe zimapangitsa kuti kusawerengera komwe kulipoko kukhale kokongola, ngakhale bizinesi yawo sikukula modabwitsa, ngati ikhala yokhazikika, kampaniyo yakonzekera chilichonse chomwe msika uyenera kuwapatsa pashelefu.
Kuwulura: Ine / sitikhala ndi masheya, zosankha kapena zotumphukira zofananira m'makampani aliwonse omwe atchulidwa pamwambapa, koma titha kulowa m'malo opindulitsa kwambiri pogula masheya kapena kugula mafoni kapena zotumphukira zofanana mu MLI mkati mwa maola 72 otsatirawa.Ndinalemba nkhaniyi ndekha ndipo ikufotokoza maganizo anga.Sindinalandire chipukuta misozi (kupatulapo Kufunafuna Alpha).Ndilibe ubale wamabizinesi ndi makampani omwe atchulidwa m'nkhaniyi.