Inganda za Mueller: ububiko burambiranye, ariko bwinjiza amafaranga (NYSE: MLI)

Mueller Industries Inc (NYSE: MLI) ni uruganda runini rukora ibyuma byubaka.Isosiyete ikorera ku isoko idatanga inyungu nini cyangwa ibitekerezo byiterambere, kandi benshi wasanga birambiranye.Ariko binjiza amafaranga kandi bafite ubucuruzi buteganijwe kandi buhamye.Izi nizo sosiyete nkunda, kandi urashobora kwizera neza ko abashoramari bamwe batitaye kuriyi mfuruka yisoko.Isosiyete yahanganye n'ikibazo cyo kwishyura umwenda, ubu bafite ideni rya zeru kandi bafite umurongo w'inguzanyo ingana na miliyoni 400 z'amadolari y'Amerika, bigatuma bahinduka cyane niba intego zo kugura zivutse kandi isosiyete ishobora kugenda vuba.Ndetse hatabayeho kugura kugirango utangire gutera imbere, isosiyete ifite amafaranga menshi yubusa kandi yagiye ikura imyaka myinshi, inzira isa nkaho izakomeza ejo hazaza.Isoko ntabwo risa nishima isosiyete, kandi kuzamuka kwinjiza ninyungu mumyaka yashize bisa nkibigaragaza.
“Mueller Industries, Inc. ikora kandi igurisha ibicuruzwa bikozwe mu muringa, umuringa, aluminium na plastiki muri Amerika, Ubwongereza, Kanada, Koreya, Uburasirazuba bwo hagati, Ubushinwa na Mexico.Isosiyete ikora mu bice bitatu: sisitemu yo kuvoma, ibyuma byinganda nikirere.Sisitemu yo kuvoma Igice gitanga imiyoboro y'umuringa, ibikoresho, ibikoresho byo kuvoma hamwe na fitingi, imiyoboro ya PEX hamwe na sisitemu yumucyo, hamwe no kuvoma ibyuma bifitanye isano nibikoresho byo kubumba inshinge za pulasitike hamwe nogutanga imiyoboro y'amazi. Iki gice kigurisha ibicuruzwa byacyo kubicuruza ku masoko yo kuvoma no gukonjesha, uruganda rukora ibikoresho bya bronze hamwe n’ibikoresho byumwimerere. ds, imiringa kumiyoboro, indangagaciro na fitingi;ibicurane bya aluminiyumu n'ibicuruzwa bikozwe mu muringa;gutunganya aluminiyumu i, ibyuma, umuringa no gutera ibyuma no guta;kwibagirwa bikozwe mu muringa na aluminium;indangagaciro zikozwe mu muringa, aluminium n'ibyuma bidafite ingese;Amazi yo kugenzura amazi nibikoresho byumwimerere abakora sisitemu ya gaze bateraniye kumasoko yinganda, ubwubatsi, HVAC, amasoko nogukonjesha.Igice cy'ikirere gitanga indangagaciro, izamu n'umuringa kuri OEM zitandukanye mu bucuruzi bwa HVAC no ku masoko ya firigo.Ibikoresho;Ibikoresho byinshi bya voltage hamwe nibikoresho byo guhumeka no gukonjesha;guhinduranya ubushyuhe bwa coaxial hamwe nigituba gikonjesha kuri HVAC, geothermal, firigo, pompe yubushyuhe bwa pisine, kubaka ubwato, abakora urubura, amashyuza yubucuruzi nisoko ryo kugarura ubushyuhe;sisitemu ya HVAC yoroheje;brazed manifolds, manifolds hamwe nabaterankunga.Isosiyete yashinzwe mu 1917 ifite icyicaro i Collierville, muri Tennesse. ”
Mu 2021, Mueller Industries izatanga raporo ya miliyari 3.8 z'amadorari yinjira mu mwaka, miliyoni 468.5 z'amadolari yinjiza, na 8.25 $ yunguka ku mugabane.Isosiyete yatangaje kandi ko yinjije mu gihembwe cya mbere n'icya kabiri cy'umwaka wa 2022. Mu gice cya mbere cy'umwaka wa 2022, isosiyete yatangaje ko yinjije miliyari 2.16 z'amadolari, amafaranga yinjiza miliyoni 364 z'amadolari y'Amerika ndetse akanagabanya inyungu ku mugabane wa $ 6.43.Isosiyete yishyura inyungu iriho $ 1.00 kuri buri mugabane, cyangwa umusaruro wa 1.48% ku giciro kiriho ubu.
Amahirwe yo kurushaho guteza imbere sosiyete ni meza.Kubaka amazu mashya no guteza imbere ubucuruzi nibintu byingenzi bigira uruhare runini kandi bigafasha kumenya igurishwa ryisosiyete, kuko uturere twinshi mubyifuzo byibicuruzwa byikigo.Nk’uko ibiro bishinzwe ibarura rusange ry’Amerika bibitangaza, umubare nyawo w’amazu mashya muri Amerika uzaba miliyoni 1.6 mu 2021, ukava kuri miliyoni 1.38 muri 2020. Byongeye kandi, inyubako z’abikorera ku giti cyabo zidafite agaciro ka miliyari 467.9 muri 2021, miliyari 479 muri 2020 na miliyari 500.1 muri 2019. Biteganijwe ko ibisabwa muri utwo turere bizakomeza gukomera kandi amasosiyete yizera ko ibikorwa by’imari n’imari bizakomeza kunguka muri ibyo bintu kandi bizakomeza kuba byiza..Biteganijwe ko mu 2022 na 2023 ingano y’inyubako idatuye iziyongera 5.4% na 6.1%.Ibi bisabwa bizafasha Mueller Industries, Inc. gukomeza urwego rwo hejuru rwiterambere nibikorwa.
Impamvu zishobora guteza ingaruka mubucuruzi nubukungu bwubukungu bujyanye niterambere ryimiturire nubucuruzi.Amasoko yubwubatsi kuri ubu arasa neza kandi akora neza mumyaka mike ishize, ariko kwangirika kwaya masoko mugihe kiri imbere bishobora kugira ingaruka zikomeye mubucuruzi bwikigo.
Kugeza ubu isoko ry’imari ya Mueller Industries Inc ni miliyari 3.8 z'amadolari kandi rifite igiciro-cyo kwinjiza (P / E) cya 5.80.Ikigereranyo cyibiciro-byinjiza mubyukuri biri hasi cyane kurenza benshi mubanywanyi ba Mueller.Andi masosiyete akora ibyuma kuri ubu acuruza ku kigereranyo cya P / E agera kuri 20. Ukurikije igiciro-cyo kwinjiza, isosiyete isa naho ihendutse ugereranije na bagenzi bayo.Ukurikije uko ibikorwa bigezweho, isosiyete isa naho idahabwa agaciro.Urebye izamuka ry’amafaranga yinjira n’isosiyete yinjiza, ibi bisa nkibintu byiza cyane bifite agaciro katamenyekanye.
Isosiyete yagiye yishyura umwenda mu myaka mike ishize kandi ubu isosiyete idafite umwenda.Ibi nibyiza cyane kubisosiyete, kuko ubu ntibigabanya inyungu zuruganda kandi bituma bihinduka cyane.Isosiyete yarangije igihembwe cya kabiri hamwe na miliyoni 202 z'amadolari y'amanyamerika kandi bafite miliyoni 400 z'amadolari y'Amerika idakoreshwa mu gutanga inguzanyo zishobora gukoreshwa niba hakenewe ibikorwa cyangwa amahirwe yo gushaka ingamba.
Mueller Industries isa nisosiyete ikomeye nububiko bukomeye.Isosiyete yamateka itajegajega kandi ifite uburambe bwo guturika gukenewe muri 2021 izakomeza muri 2022. Inshingano zamabwiriza ni nini, isosiyete ikora neza.Isosiyete iracuruza ku giciro gito-cyo kwinjiza, isa nkaho idahabwa agaciro cyane ugereranije nabanywanyi bayo kandi muri rusange.Niba isosiyete yari ifite igipimo gisanzwe cya P / E kingana na 10-15, noneho ububiko bwikuba inshuro zirenga ebyiri kurwego rwubu.Isosiyete isa nkaho yiteguye kurushaho gutera imbere, bigatuma igiciro kiriho ubu kirushaho kuba cyiza, nubwo ubucuruzi bwabo budatera imbere kuburyo butangaje, niba bugumye buhagaze neza, isosiyete yateguye ibintu byose isoko igomba kubaha hanze.
Kumenyekanisha: I / ntabwo dufite ububiko, amahitamo cyangwa ibikomokaho bisa murimwe mubigo byavuzwe haruguru, ariko turashobora kwinjira mumwanya muremure wunguka mugura imigabane cyangwa kugura guhamagara cyangwa ibikomoka kuri MLI mumasaha 72 ari imbere.Nanditse iyi ngingo ubwanjye kandi irerekana igitekerezo cyanjye.Nta ndishyi nigeze mbona (usibye Gushaka Alpha).Ntabwo mfitanye isano nubucuruzi nimwe mubigo byavuzwe muriki kiganiro.


Igihe cyo kohereza: Kanama-22-2022