Fortune Brands Home & Security Reports Strong Sales and EPS for Q4 and Full Year; Provides 2014 Annual Outlook
Highlights:
-
Q4 2013 net sales increase 16 percent year-over-year to
$1.10 billion with Q4 2013 EPS of$0.37 ; EPS before charges/gains increase 65 percent to$0.38 -
Full-year 2013 net sales increase 16 percent with EPS of
$1.34 ; EPS before charges/gains increase 69 percent to$1.50 -
Company expects full-year 2014 net sales to grow 11 - 13 percent
with EPS before charges/gains in the range of
$1.91 -$2.01
"We delivered another strong quarter and full year as we leveraged our
structural competitive advantages and the market recovery to deliver
profitable growth," said
Fourth Quarter 2013
For the fourth quarter of 2013, net sales were
"Sales were up a combined 20 percent versus last year for our home segments in the fourth quarter as we benefitted from new construction and continued repair and remodel momentum. Importantly, total company operating income before charges/gains increased 59 percent," Klein said.
For each segment in the fourth quarter 2013, compared to the prior-year quarter:
-
Kitchen & Bath Cabinetry net sales were up 34 percent. Sales increased
across all channels led by dealers, with continued improvement in
repair and remodel volume and mix. Operating income before
charges/gains increased
$21.3 million over last year to$33.6 million . - Plumbing & Accessories net sales were up 7 percent, 10 percent excluding the benefit of a 53rd week in 2012. Sales grew in all channels, with wholesale leading the growth and operating income before charges/gains up 28 percent.
- Advanced Material Windows & Door Systems net sales were up 13 percent, with entry doors sales up 19 percent and windows sales up 7 percent. Operating income before charges/gains for the segment increased 18 percent.
- Security & Storage net sales decreased 2 percent. As expected, a security sales increase of 8 percent was more than offset by a 16 percent tool storage decline, due primarily to timing of holiday shipments to the largest customer. Segment operating income before charges/gains was up 8 percent.
Full Year 2013
For the full year 2013, net sales were
"Our balance sheet strengthened during 2013, even as we completed the
WoodCrafters acquisition, repurchased
"We have built strong momentum over the past two years," said Klein. "We believe we are still in the early stages of a multi-year housing recovery and are well positioned to continue to leverage our structural competitive advantages and drive profitable growth well into the future."
Annual Outlook for 2014
The Company's 2014 annual outlook is based on a home products market
growth assumption of 10 to 11 percent. Based on the Company's strong
performance, its confidence in the housing market recovery and
expectation to continue outperforming the market, the Company expects
full-year 2014 net sales to increase 11 to 13 percent. The Company
expects diluted EPS before charges/gains to be in the range of
The Company expects to generate $250+ million in free cash flow in 2014,
net of capital expenditures of
About
CAUTIONARY STATEMENT CONCERNING FORWARD-LOOKING STATEMENTS
This press release contains certain "forward-looking statements"
regarding business strategies, market potential, future financial
performance and other matters. Statements preceded by, followed by or
that otherwise include the words "believes," "expects," "anticipates,"
"intends," "projects," "estimates," "plans," "outlook," and similar
expressions or future or conditional verbs such as "will," "should,"
"would," "may" and "could" are generally forward-looking in nature and
not historical facts. Where, in any forward-looking statement, we
express an expectation or belief as to future results or events, such
expectation or belief is based on the current plans and expectations of
our management. Although we believe that these statements are based on
reasonable assumptions, they are subject to numerous factors, risks and
uncertainties that could cause actual outcomes and results to be
materially different from those indicated in such statements. Our actual
results could differ materially from the results contemplated by these
forward-looking statements due to a number of factors, including but not
limited to: (i) our reliance on the North American home improvement,
repair and new home construction activity levels, (ii) the North
American and larger global economies, (iii) risk associated with
entering into potential strategic acquisitions and integrating acquired
companies, (iv) our ability to remain innovative and protect our
intellectual property, (v) our reliance on key customers and suppliers,
(vi) the cost and availability associated with our supply chains and the
availability of raw materials, (vii) risk of increases in our
postretirement benefit-related costs and funding requirements, and
(viii) changes in tax, environmental and federal and state laws and
industry regulatory standards. These and other factors are discussed in
Item 1A of our Annual Report on Form 10-K for the year ended
Use of Non-GAAP Financial Information
This press release includes measures not derived in accordance with generally accepted accounting principles ("GAAP"), such as diluted earnings per share before charges/gains, operating income before charges/gains, free cash flow, and net debt-to-EBITDA before charges/gains. These measures should not be considered in isolation or as a substitute for any measure derived in accordance with GAAP and may also be inconsistent with similar measures presented by other companies. Reconciliations of these measures to the most closely comparable GAAP measures, and reasons for the Company's use of these measures, are presented in the attached pages.
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(In millions, except per share amounts) | |||||||||||||||||||||||
(Unaudited) | |||||||||||||||||||||||
Three Months Ended |
Twelve Months Ended |
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2013 | 2012 | % Change | 2013 | 2012 | % Change | ||||||||||||||||||
Net Sales (GAAP) | |||||||||||||||||||||||
Kitchen & Bath Cabinetry | $ | 455.9 | $ | 339.5 | 34.3 | $ | 1,642.2 | $ | 1,326.6 | 23.8 | |||||||||||||
Plumbing & Accessories | 317.4 | 296.5 | 7.0 | 1,287.0 | 1,100.7 | 16.9 | |||||||||||||||||
Advanced Material Windows & Door Systems | 176.1 | 155.8 | 13.0 | 657.8 | 587.2 | 12.0 | |||||||||||||||||
Security & Storage | 152.5 | 156.1 | (2.3 | ) | 570.4 | 576.6 | (1.1 | ) | |||||||||||||||
Total Net Sales | $ | 1,101.9 | $ | 947.9 | 16.2 | $ | 4,157.4 | $ | 3,591.1 | 15.8 | |||||||||||||
Operating Income (Loss) Before Charges/Gains (a) | |||||||||||||||||||||||
Kitchen & Bath Cabinetry | $ | 33.6 | $ | 12.3 | 173.2 | $ | 120.6 | $ | 40.0 | 201.5 | |||||||||||||
Plumbing & Accessories | 53.5 | 41.7 | 28.3 | 229.7 | 169.2 | 35.8 | |||||||||||||||||
Advanced Material Windows & Door Systems | 5.2 | 4.4 | 18.2 | 15.8 | 4.3 | 267.4 | |||||||||||||||||
Security & Storage | 22.3 | 20.7 | 7.7 | 90.4 | 74.4 | 21.5 | |||||||||||||||||
Corporate Expenses | (17.3 | ) | (17.9 | ) | 3.4 | (68.0 | ) | (60.2 | ) | (13.0 | ) | ||||||||||||
Total Operating Income Before Charges/Gains | $ | 97.3 | $ | 61.2 | 59.0 | $ | 388.5 | $ | 227.7 | 70.6 | |||||||||||||
Earnings Per Share Before Charges/Gains (b) | |||||||||||||||||||||||
Diluted | $ | 0.38 | $ | 0.23 | 65.2 | $ | 1.50 | $ | 0.89 | 68.5 | |||||||||||||
EBITDA Before Charges/Gains (c) | $ | 121.9 | $ | 84.9 | 43.6 | $ | 480.3 | $ | 321.3 | 49.5 |
(a) Operating income (loss) before charges/gains is operating income (loss) derived in accordance with U.S. generally accepted accounting principles ("GAAP") excluding restructuring and other charges, income from a contingent acquisition consideration adjustment, asset impairment charges and the impact of income and expense from actuarial gains or losses associated with our defined benefit plans. Operating income (loss) before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to evaluate the returns generated by FBHS and its business segments. Management believes this measure provides investors with helpful supplemental information regarding the underlying performance of the Company from period to period. This measure may be inconsistent with similar measures presented by other companies. A reconciliation to operating income, the most comparable GAAP measure, is included in subsequent tables. | |
(b) Diluted EPS before charges/gains is net income calculated on a diluted per-share basis excluding restructuring and other charges, income from a contingent acquisition consideration adjustment, asset impairment charges, income tax gains pertaining to the favorable resolution of tax audits and the impact of income and expense from actuarial gains or losses associated with our defined benefit plans. Diluted EPS before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to evaluate the overall performance of the Company and believes this measure provides investors with helpful supplemental information regarding the underlying performance of the Company from period to period. This measure may be inconsistent with similar measures presented by other companies. A reconciliation to diluted EPS, the most closely comparable GAAP measure, is included in subsequent tables. | |
(c) EBITDA before charges/gains is net income derived in accordance with GAAP excluding restructuring and other charges, income from a contingent acquisition consideration adjustment, asset impairment charges, the impact of income and expense from actuarial gains or losses associated with our defined benefit plans, depreciation, amortization of intangible assets, interest expense, and income taxes. EBITDA before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to assess returns generated by FBHS. Management believes this measure provides investors with helpful supplemental information about the Company's ability to fund internal growth, make acquisitions and repay debt and related interest. This measure may be inconsistent with similar measures presented by other companies. A reconciliation from net income, the most closely comparable GAAP measure, is included in subsequent tables. |
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CONDENSED CONSOLIDATED BALANCE SHEET (GAAP) | |||||||
(In millions) | |||||||
(Unaudited) | |||||||
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2013 | 2012 | ||||||
Assets | |||||||
Current assets | |||||||
Cash and cash equivalents | $ | 241.4 | $ | 336.0 | |||
Accounts receivable, net | 477.1 | 381.7 | |||||
Inventories | 471.6 | 357.2 | |||||
Other current assets | 144.0 | 153.0 | |||||
Total current assets | 1,334.1 | 1,227.9 | |||||
Property, plant and equipment, net | 534.4 | 509.4 | |||||
Goodwill | 1,519.9 | 1,381.4 | |||||
Other intangible assets, net of accumulated amortization | 752.9 | 683.6 | |||||
Other assets | 43.5 | 71.6 | |||||
Total assets | $ | 4,184.8 | $ | 3,873.9 | |||
Liabilities and Equity | |||||||
Current liabilities | |||||||
Notes payable to banks | $ | 6.0 | $ | 5.5 | |||
Current portion of long-term debt | - | 22.5 | |||||
Accounts payable | 343.8 | 287.0 | |||||
Other current liabilities | 388.9 | 317.4 | |||||
Total current liabilities | 738.7 | 632.4 | |||||
Long-term debt | 350.0 | 297.5 | |||||
Deferred income taxes | 252.5 | 224.0 | |||||
Accrued defined benefit plans | 108.5 | 252.7 | |||||
Other non-current liabilities | 82.0 | 82.6 | |||||
Total liabilities | 1,531.7 | 1,489.2 | |||||
Stockholders' equity | 2,649.4 | 2,381.1 | |||||
Noncontrolling interests | 3.7 | 3.6 | |||||
Total equity | 2,653.1 | 2,384.7 | |||||
Total liabilities and equity | $ | 4,184.8 | $ | 3,873.9 |
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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS | |||||||||||||
(In millions) | |||||||||||||
(Unaudited) | |||||||||||||
Twelve Months Ended |
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2013 | 2012 | ||||||||||||
Operating Activities | |||||||||||||
Net income | $ | 230.9 | $ | 119.7 | |||||||||
Depreciation and amortization | 90.4 | 101.3 | |||||||||||
Asset impairment charges | 27.4 | 15.8 | |||||||||||
Recognition of actuarial losses | 5.2 | 42.2 | |||||||||||
Deferred taxes | (12.7 | ) | (4.0 | ) | |||||||||
Other noncash items | 27.1 | 24.0 | |||||||||||
Changes in assets and liabilities, net | (70.5 | ) | (16.2 | ) | |||||||||
Net cash provided by operating activities | $ | 297.8 | $ | 282.8 | |||||||||
Investing Activities | |||||||||||||
Capital expenditures, net of proceeds from asset sales |
$ |
(94.5 |
) |
$ | (61.5 | ) | |||||||
Cost of acquisition, net of cash | (302.0 | ) | (19.5 | ) | |||||||||
Other investing activities | (0.2 | ) | (5.7 | ) | |||||||||
Net cash used in investing activities | $ | (396.7 | ) | $ | (86.7 | ) | |||||||
Financing Activities | |||||||||||||
Increase (decrease) in debt, net |
$ |
31.3 |
$ |
(84.9 |
) |
||||||||
Proceeds from the exercise of stock options | 50.7 | 104.3 | |||||||||||
Treasury stock purchases | (52.1 | ) | (8.8 | ) | |||||||||
Dividends to stockholders | (49.9 | ) | - | ||||||||||
All other, net | 24.1 | 5.1 | |||||||||||
Net cash provided by financing activities | $ | 4.1 | $ | 15.7 | |||||||||
Effect of foreign exchange rate changes on cash | 0.2 | 3.4 | |||||||||||
Net (decrease) increase in cash and cash equivalents | $ | (94.6 | ) | $ | 215.2 | ||||||||
Cash and cash equivalents at beginning of period | 336.0 | 120.8 | |||||||||||
Cash and cash equivalents at end of period | $ | 241.4 | $ | 336.0 | |||||||||
FREE |
Twelve Months Ended |
2014 Full Year | |||||||||||
2013 | 2012 | Approximation | |||||||||||
Free |
$ | 254.0 | $ | 325.6 | $ | 250.0 | |||||||
Add: | |||||||||||||
Capital expenditures | 96.7 | 75.0 | 130.0 - 140.0 | ||||||||||
Less: | |||||||||||||
Proceeds from the sale of assets | 2.2 | 13.5 | - | ||||||||||
Proceeds from the exercise of stock options | 50.7 | 104.3 | 20.0 | ||||||||||
Cash Flow From Operations (GAAP) | $ | 297.8 | $ | 282.8 | $ | 360.0 - 370.0 | |||||||
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(a) Free cash flow is cash flow from operations calculated in accordance with GAAP less net capital expenditures (capital expenditures less proceeds from the sale of assets including property, plant and equipment) plus proceeds from the exercise of stock options. Free cash flow does not reflect adjustments for certain non-discretionary cash flows such as mandatory debt repayments. Free cash flow is a measure not derived in accordance with GAAP. Management believes that free cash flow provides investors with helpful supplemental information about the Company's ability to fund internal growth, make acquisitions, repay debt and related interest, pay dividends and repurchase common stock. This measure may be inconsistent with similar measures presented by other companies.
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CONSOLIDATED STATEMENT OF INCOME (GAAP) | ||||||||||||||||||||||
(In millions, except per share amounts) | ||||||||||||||||||||||
(Unaudited) | ||||||||||||||||||||||
Three Months Ended |
Twelve Months Ended |
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2013 | 2012 | % Change | 2013 | 2012 | % Change | |||||||||||||||||
Net Sales | $ | 1,101.9 | $ | 947.9 | 16.2 | $ | 4,157.4 | $ | 3,591.1 | 15.8 | ||||||||||||
Cost of products sold | 725.2 | 644.4 | 12.5 | 2,718.6 | 2,421.1 | 12.3 | ||||||||||||||||
Selling, general | ||||||||||||||||||||||
and administrative expenses | 275.7 | 277.3 | (0.6 | ) | 1,043.1 | 976.9 | 6.8 | |||||||||||||||
Amortization of intangible assets | 4.1 | 2.5 | 64.0 | 13.2 | 11.1 | 18.9 | ||||||||||||||||
Restructuring charges | 1.5 | 0.4 | 275.0 | 4.2 | 4.5 | (6.7 | ) | |||||||||||||||
Asset impairment charges | - | 15.8 | (100.0 | ) | 21.2 | 15.8 | 34.2 | |||||||||||||||
Operating Income | 95.4 | 7.5 | 1,172.0 | 357.1 | 161.7 | 120.8 | ||||||||||||||||
Interest expense | 1.7 | 2.1 | (19.0 | ) | 7.2 | 8.7 | (17.2 | ) | ||||||||||||||
Other (income) expense, net | (0.4 | ) | (0.4 | ) | - | 5.0 | (1.0 | ) | 600.0 | |||||||||||||
Income before income taxes | 94.1 | 5.8 | 1,522.4 | 344.9 | 154.0 | 123.9 | ||||||||||||||||
Income taxes (benefit) | 29.5 | (12.8 | ) | 330.5 | 114.0 | 34.3 | 232.4 | |||||||||||||||
Net Income | $ | 64.6 | $ | 18.6 | 247.3 | $ | 230.9 | $ | 119.7 | 92.9 | ||||||||||||
Less: Noncontrolling interests | 0.4 | 0.2 | 100.0 | 1.2 | 1.0 | 20.0 | ||||||||||||||||
Net Income attributable to | ||||||||||||||||||||||
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$ | 64.2 | $ | 18.4 | 248.9 | $ | 229.7 | $ | 118.7 | 93.5 | ||||||||||||
Earnings Per Common Share, Diluted: | ||||||||||||||||||||||
Net Income | $ | 0.37 | $ | 0.11 | 236.4 | $ | 1.34 | $ | 0.71 | 88.7 | ||||||||||||
Diluted Average Shares Outstanding | 171.8 | 169.2 | 1.6 | 171.3 | 166.1 | 3.1 |
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(In millions, except per share amounts) | |||||||||||||||||||||||||
(Unaudited) | |||||||||||||||||||||||||
Three Months Ended |
Twelve Months Ended |
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2013 | 2012 | % Change | 2013 | 2012 | % Change | ||||||||||||||||||||
Net Sales (GAAP) | |||||||||||||||||||||||||
Kitchen & Bath Cabinetry | $ | 455.9 | $ | 339.5 | 34.3 | $ | 1,642.2 | $ | 1,326.6 | 23.8 | |||||||||||||||
Plumbing & Accessories | 317.4 | 296.5 | 7.0 | 1,287.0 | 1,100.7 | 16.9 | |||||||||||||||||||
Advanced Material Windows & Door Systems | 176.1 | 155.8 | 13.0 | 657.8 | 587.2 | 12.0 | |||||||||||||||||||
Security & Storage | 152.5 | 156.1 | (2.3 | ) | 570.4 | 576.6 | (1.1 | ) | |||||||||||||||||
Total Net Sales | $ | 1,101.9 | $ | 947.9 | 16.2 | $ | 4,157.4 | $ | 3,591.1 | 15.8 | |||||||||||||||
Operating Income (Loss) | |||||||||||||||||||||||||
Kitchen & Bath Cabinetry | $ | 33.3 | $ | 6.4 | 420.3 | $ | 97.1 | $ | 20.5 | 373.7 | |||||||||||||||
Plumbing & Accessories | 52.1 | 41.7 | 24.9 | 228.3 | 169.2 | 34.9 | |||||||||||||||||||
Advanced Material Windows & Door Systems | 4.6 | (5.4 | ) | 185.2 | 14.4 | (1.0 | ) | 1,540.0 | |||||||||||||||||
Security & Storage | 22.3 | 21.2 | 5.2 | 90.4 | 75.4 | 19.9 | |||||||||||||||||||
Corporate Expenses (a) | (16.9 | ) | (56.4 | ) | 70.0 | (73.1 | ) | (102.4 | ) | 28.6 | |||||||||||||||
Total Operating Income (GAAP) | $ | 95.4 | $ | 7.5 | 1,172.0 | $ | 357.1 | $ | 161.7 | 120.8 | |||||||||||||||
OPERATING INCOME (LOSS) BEFORE CHARGES/GAINS RECONCILIATION |
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Operating Income (Loss) Before Charges/Gains (b) | |||||||||||||||||||||||||
Kitchen & Bath Cabinetry | $ | 33.6 | $ | 12.3 | 173.2 | $ | 120.6 | $ | 40.0 | 201.5 | |||||||||||||||
Plumbing & Accessories | 53.5 | 41.7 | 28.3 | 229.7 | 169.2 | 35.8 | |||||||||||||||||||
Advanced Material Windows & Door Systems | 5.2 | 4.4 | 18.2 | 15.8 | 4.3 | 267.4 | |||||||||||||||||||
Security & Storage | 22.3 | 20.7 | 7.7 | 90.4 | 74.4 | 21.5 | |||||||||||||||||||
Corporate Expenses | (17.3 | ) | (17.9 | ) | 3.4 | (68.0 | ) | (60.2 | ) | (13.0 | ) | ||||||||||||||
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Total Operating Income Before Charges/Gains (b) | 97.3 | 61.2 | 59.0 | 388.5 | 227.7 | 70.6 | |||||||||||||||||||
Restructuring and other charges (c) | (2.3 | ) | 0.6 | (483.3 | ) | (5.1 | ) | (10.0 | ) | 49.0 | |||||||||||||||
Contingent acquisition consideration adjustment (d) | - | - | - | - | 2.0 | (100.0 | ) | ||||||||||||||||||
Asset impairment charges |
- | (15.8 | ) | 100.0 | (21.2 | ) | (15.8 | ) | (34.2 | ) | |||||||||||||||
Defined benefit plan actuarial gains (losses) (e) | 0.4 | (38.5 | ) | 101.0 | (5.1 | ) | (42.2 | ) | 87.9 | ||||||||||||||||
Total Operating Income (GAAP) | $ | 95.4 | $ | 7.5 | 1,172.0 | $ | 357.1 | $ | 161.7 | 120.8 | |||||||||||||||
(a) Corporate expenses include the components of defined benefit plan expense other than service cost including actuarial gains and losses. | |||||||||||||||||||||||||
(b) Operating income (loss) before charges/gains is operating income (loss) derived in accordance with GAAP excluding restructuring and other charges, income from a contingent acquisition consideration adjustment, asset impairment charges and the impact of income and expense from actuarial gains or losses associated with our defined benefit plans. Operating income (loss) before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to evaluate the returns generated by FBHS and its business segments. Management believes this measure provides investors with helpful supplemental information regarding the underlying performance of the Company from period to period. This measure may be inconsistent with similar measures presented by other companies. | |||||||||||||||||||||||||
(c) Restructuring charges are costs incurred to implement significant cost reduction initiatives and include workforce reduction costs; "other charges" represent charges or gains directly related to restructuring initiatives that cannot be reported as restructuring under GAAP. Such charges or gains may include losses on disposal of inventories, trade receivables allowances from exiting product lines and accelerated depreciation resulting from the closure of facilities and gains or losses associated with the sale of closed facilities. | |||||||||||||||||||||||||
(d) Represents gain attributable to reduction of estimated liability for contingent consideration associated with a business acquisition. | |||||||||||||||||||||||||
(e) Represents actuarial gains or losses associated with our defined benefit plans. Actuarial gains or losses in a period represent the difference between actual and actuarially assumed experience, principally related to liability discount rates and plan asset returns, as well as other actuarial assumptions including compensation rates, turnover rates, and health care cost trend rates. The Company recognizes actuarial gains or losses immediately in operating income to the extent they cumulatively exceed a "corridor." The corridor is equal to the greater of 10% of the fair value of plan assets or 10% of a plan's projected benefit obligation. Actuarial gains or losses are determined at required remeasurement dates which occur at least annually in the fourth quarter. Remeasurements due to plan amendments and settlements may also occur in interim periods during the year. Our operating income (loss) before charges/gains reflects our expected rate of return on pension plan assets which in a given period may materially differ from our actual return on plan assets. Our liability discount rates and plan asset returns are based upon difficult to predict fluctuations in global bond and equity markets that are not directly related to the Company's business. We believe that the exclusion of actuarial gains or losses from operating income (loss) before charges/gains provides investors with useful supplemental information regarding the underlying performance of the business from period to period that may be considered in conjunction with our operating income as measured on a GAAP basis. We present this supplemental information because such actuarial gains or losses may create volatility in our operating income that does not necessarily have an immediate corresponding impact on operating cash flow or the actual compensation and benefits provided to our employees. The table below sets forth additional supplemental information on the Company's historical actual and expected rate of return on plan assets, as well as discount rates used to value its defined benefit obligations: | |||||||||||||||||||||||||
($ In millions) | Year Ended | Year Ended | |||||||||||||||||||||||
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% | $ | % | $ | ||||||||||||||||||||||
Actual return on plan assets | 15.2 | % | $ | 74.6 | 14.5 | % | $ | 63.7 | |||||||||||||||||
Expected return on plan assets | 7.8 | % | 41.8 | 7.8 | % | 36.8 | |||||||||||||||||||
Discount rate at |
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Pension benefits |
5.0 |
% |
4.2 |
% | |||||||||||||||||||||
Postretirement benefits |
4.3 |
% |
3.7 |
% |
DILUTED EPS BEFORE CHARGES/GAINS RECONCILIATION |
|
Diluted EPS before charges/gains is net income calculated on a diluted per-share basis excluding restructuring and other charges, income from a contingent acquisition consideration adjustment, asset impairment charges, income tax gains pertaining to the favorable resolution of tax audits and the impact of income and expense from actuarial gains or losses associated with our defined benefit plans. Diluted EPS before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to evaluate the overall performance of the Company and believes this measure provides investors with helpful supplemental information regarding the underlying performance of the Company from period to period. This measure may be inconsistent with similar measures presented by other companies. | |
For the fourth quarter of 2013, diluted EPS before charges/gains is
net income calculated on a diluted per-share basis excluding |
|
For the twelve months ended |
|
For the fourth quarter of 2012, diluted EPS before charges/gains is
net income calculated on a diluted per-share basis excluding income
of |
|
For the twelve months ended |
Three Months Ended |
Twelve Months Ended |
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2013 | 2012 | % Change | 2013 | 2012 | % Change | |||||||||||||||||
Earnings Per Common Share - Diluted | ||||||||||||||||||||||
EPS Before Charges/Gains | $ | 0.38 | $ | 0.23 | 65.2 | $ | 1.50 | $ | 0.89 | 68.5 | ||||||||||||
Restructuring and other charges | (0.01 | ) | - | - | (0.02 | ) | (0.04 | ) | 50.0 | |||||||||||||
Contingent acquisition consideration adjustment | - | - | - | - | - | - | ||||||||||||||||
Asset impairment charges | - | (0.06 | ) | 100.0 | (0.12 | ) | (0.06 | ) | (100.0 | ) | ||||||||||||
Defined benefit plan actuarial losses | - | (0.14 | ) | 100.0 | (0.02 | ) | (0.16 | ) | 87.5 | |||||||||||||
Income tax gains | - | 0.08 | (100.0 | ) | - | 0.08 | (100.0 | ) | ||||||||||||||
Diluted EPS (GAAP) | $ | 0.37 | $ | 0.11 | 236.4 | $ | 1.34 | $ | 0.71 | 88.7 |
RECONCILIATION OF FULL YEAR 2014 EARNINGS GUIDANCE TO GAAP |
|
For the full year, the Company is targeting diluted EPS before
charges/gains to be in the range of |
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(In millions) | ||||||||||||||||||||||
(Unaudited) | ||||||||||||||||||||||
RECONCILIATION OF GAAP NET INCOME TO EBITDA BEFORE CHARGES/GAINS |
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Three Months Ended |
Twelve Months Ended |
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2013 | 2012 | % Change | 2013 | 2012 | % Change | |||||||||||||||||
Net Income | $ | 64.6 | $ | 18.6 | 247.3 | $ | 230.9 | $ | 119.7 | 92.9 | ||||||||||||
Depreciation (a) | $ | 20.1 | $ | 20.8 | (3.4 | ) | $ | 77.4 | $ | 81.5 | (5.0 | ) | ||||||||||
Amortization of intangible assets | 4.1 | 2.5 | 64.0 | 13.2 | 11.1 | 18.9 | ||||||||||||||||
Restructuring and other charges | 2.3 | (0.6 | ) | 483.3 | 5.1 | 10.0 | (49.0 | ) | ||||||||||||||
Contingent acquisition consideration adjustment | - | - | - | - | (2.0 | ) | 100.0 | |||||||||||||||
Interest expense | 1.7 | 2.1 | (19.0 | ) | 7.2 | 8.7 | (17.2 | ) | ||||||||||||||
Asset impairment charges | - | 15.8 | (100.0 | ) | 27.4 | 15.8 | 73.4 | |||||||||||||||
Defined benefit plan actuarial (gains) losses | (0.4 | ) | 38.5 | (101.0 | ) | 5.1 | 42.2 | (87.9 | ) | |||||||||||||
Income taxes (benefit) | 29.5 | (12.8 | ) | 330.5 | 114.0 | 34.3 | 232.4 | |||||||||||||||
EBITDA BEFORE CHARGES/GAINS (b) | $ | 121.9 | $ | 84.9 | 43.6 | $ | 480.3 | $ | 321.3 | 49.5 | ||||||||||||
(a) Depreciation excludes accelerated depreciation of |
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(b) EBITDA before charges/gains is net income derived in accordance with GAAP excluding restructuring and other charges, income from a contingent acquisition consideration adjustment, asset impairment charges, the impact of income and expense from actuarial gains or losses associated with our defined benefit plans, depreciation, amortization of intangible assets, interest expense, and income taxes. EBITDA before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to assess returns generated by FBHS. Management believes this measure provides investors with helpful supplemental information about the Company's ability to fund internal growth, make acquisitions and repay debt and related interest. This measure may be inconsistent with similar measures presented by other companies. |
CALCULATION OF NET DEBT-TO-EBITDA BEFORE CHARGES/GAINS RATIO |
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As of |
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Notes payable to banks (a) | 6.0 | ||||
Current portion of long-term debt (a) | - | ||||
Long-term debt (a) | 350.0 | ||||
Total debt | 356.0 | ||||
Less: | |||||
Cash and cash equivalents (a) | 241.4 | ||||
Net debt (1) | 114.6 | ||||
For the twelve months ended |
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EBITDA before charges/gains (2) (b) | 480.3 | ||||
Net debt-to-EBITDA before charges/gains ratio (1/2) | 0.2 |
(a) Amounts are per the unaudited Condensed Consolidated Balance
Sheet as of |
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(b) EBITDA before charges/gains is net income derived in accordance with GAAP excluding restructuring and other charges, asset impairment charges, the impact of income and expense from actuarial gains or losses associated with our defined benefit plans, depreciation, amortization of intangible assets, interest expense, and income taxes. EBITDA before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to assess returns generated by FBHS. Management believes this measure provides investors with helpful supplemental information about the Company's ability to fund internal growth, make acquisitions and repay debt and related interest. This measure may be inconsistent with similar measures presented by other companies. |
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Reconciliation of Income Statement - GAAP to Before Charges/Gains Information | ||||||||||||
Three Months Ended |
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$ in millions, except per share amounts | ||||||||||||
(unaudited) | ||||||||||||
Before Charges/Gains adjustments | ||||||||||||
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Restructuring |
Defined benefit |
Asset | Before | |||||||||
GAAP | and other |
plan actuarial |
impairment | Income tax | Charges/Gains | |||||||
(unaudited) | charges |
gains or losses |
charges |
gains | (Non-GAAP) | |||||||
2013 | FOURTH QUARTER | |||||||||||
Net Sales |
|
- | - | - | - | |||||||
Cost of products sold | 725.2 | (0.6) | 0.2 | - | - | |||||||
Selling, general & administrative expenses | 275.7 | (0.2) | 0.2 | - | - | |||||||
Amortization of intangible assets | 4.1 | - | - | - | - | |||||||
Restructuring charges | 1.5 | (1.5) | - | - | - | |||||||
Operating Income | 95.4 | 2.3 | (0.4) | - | - | 97.3 | ||||||
Interest expense | 1.7 | - | - | - | - | |||||||
Other income, net | (0.4) | - | - | - | - | |||||||
Income before income taxes | 94.1 | 2.3 | (0.4) | - | - | 96.0 | ||||||
Income taxes | 29.5 | 0.6 | - | - | - | |||||||
Net Income |
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1.7 | (0.4) | - | - |
|
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Less: Noncontrolling interests | 0.4 | - | - | - | - | |||||||
Net Income attributable | ||||||||||||
to |
|
1.7 | (0.4) | - | - |
|
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Diluted Average Shares Outstanding | 171.8 | 171.8 | ||||||||||
Diluted EPS | 0.37 | 0.38 | ||||||||||
2012 | ||||||||||||
Net Sales |
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- | - | - | - | |||||||
Cost of products sold | 644.4 | 1.0 | (12.7) | - | - | |||||||
Selling, general & administrative expenses | 277.3 | - | (25.8) | - | - | |||||||
Amortization of intangible assets | 2.5 | - | - | - | - | |||||||
Restructuring charges | 0.4 | (0.4) | - | - | - | |||||||
Asset impairment charges | 15.8 | - | - | (15.8) | - | |||||||
Operating Income | 7.5 | (0.6) | 38.5 | 15.8 | - | 61.2 | ||||||
Interest expense | 2.1 | - | - | - | - | |||||||
Other income, net | (0.4) | - | - | - | - | |||||||
Income before income taxes | 5.8 | (0.6) | 38.5 | 15.8 | - | 59.5 | ||||||
Income taxes (benefit) | (12.8) | (0.3) | 14.7 | 6.1 | 12.7 | |||||||
Net Income |
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(0.3) | 23.8 | 9.7 | (12.7) |
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Less: Noncontrolling interests | 0.2 | - | - | - | - | |||||||
Net Income attributable | ||||||||||||
to |
|
(0.3) | 23.8 | 9.7 | (12.7) |
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Diluted Average Shares Outstanding | 169.2 | 169.2 | ||||||||||
Diluted EPS | 0.11 | 0.23 |
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Reconciliation of Income Statement - GAAP to Before Charges/Gains Information | ||||||||||||||||||||||
Twelve Months Ended |
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$ in millions, except per share amounts | ||||||||||||||||||||||
(unaudited) | ||||||||||||||||||||||
Before Charges/Gains adjustments | ||||||||||||||||||||||
Contingent | ||||||||||||||||||||||
Restructuring | acquisition | Asset | Before | |||||||||||||||||||
GAAP | and other | consideration | Defined benefit | impairment | Income tax | Charges/Gains | ||||||||||||||||
(unaudited) | charges | adjustment | plan actuarial losses | charges | gains | (Non-GAAP) | ||||||||||||||||
2013 |
YEAR |
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Net Sales | $ | 4,157.4 | - | - | - | - | - | |||||||||||||||
Cost of products sold | 2,718.6 | (0.7 | ) | - | (2.6 | ) | - | - | ||||||||||||||
Selling, general & administrative expenses | 1,043.1 | (0.2 | ) | - | (2.5 | ) | - | - | ||||||||||||||
Amortization of intangible assets | 13.2 | - | - | - | - | - | ||||||||||||||||
Restructuring charges | 4.2 | (4.2 | ) | - | - | - | - | |||||||||||||||
Asset impairment charge | 21.2 | - | - | - | (21.2 | ) | - | |||||||||||||||
Operating Income | 357.1 | 5.1 | - | 5.1 | 21.2 | - | 388.5 | |||||||||||||||
Interest expense | 7.2 | - | - | - | - | - | ||||||||||||||||
Other expense, net | 5.0 | - | - | - | (6.2 | ) | - | |||||||||||||||
Income before income taxes | 344.9 | 5.1 | - | 5.1 | 27.4 | - | 382.5 | |||||||||||||||
Income taxes | 114.0 | 1.5 | - | 1.8 | 7.4 | - | ||||||||||||||||
Net Income | $ | 230.9 | 3.6 | - | 3.3 | 20.0 | - | $ | 257.8 | |||||||||||||
Less: Noncontrolling interests | 1.2 | - | - | - | - | - | ||||||||||||||||
Net Income attributable | ||||||||||||||||||||||
to |
$ | 229.7 | 3.6 | - | 3.3 | 20.0 | - | $ | 256.6 | |||||||||||||
Diluted Average Shares Outstanding | 171.3 | 171.3 | ||||||||||||||||||||
Diluted EPS | 1.34 | 1.50 | ||||||||||||||||||||
2012 | ||||||||||||||||||||||
Net Sales | 3,591.1 | - | - | - | - | - | ||||||||||||||||
Cost of products sold | 2,421.1 | (5.5 | ) | - | (14.2 | ) | - | - | ||||||||||||||
Selling, general & administrative expenses | 976.9 | - | 2.0 | (28.0 | ) | - | - | |||||||||||||||
Amortization of intangible assets | 11.1 | - | - | - | - | - | ||||||||||||||||
Restructuring charges | 4.5 | (4.5 | ) | - | - | - | - | |||||||||||||||
Asset impairment charges | 15.8 | - | - | - | (15.8 | ) | - | |||||||||||||||
Operating Income | 161.7 | 10.0 | (2.0 | ) | 42.2 | 15.8 | - | 227.7 | ||||||||||||||
Interest expense | 8.7 | - | - | - | - | - | ||||||||||||||||
Other income, net | (1.0 | ) | - | - | - | - | - | |||||||||||||||
Income before income taxes | 154.0 | 10.0 | (2.0 | ) | 42.2 | 15.8 | - | 220.0 | ||||||||||||||
Income taxes | 34.3 | 3.4 | (0.8 | ) | 16.0 | 6.1 | 12.7 | |||||||||||||||
Net Income | $ | 119.7 | 6.6 | (1.2 | ) | 26.2 | 9.7 | (12.7 | ) | $ | 148.3 | |||||||||||
Less: Noncontrolling interests | 1.0 | - | - | - | - | - | ||||||||||||||||
Net Income attributable | ||||||||||||||||||||||
to |
$ | 118.7 | 6.6 | (1.2 | ) | 26.2 | 9.7 | (12.7 | ) | $ | 147.3 | |||||||||||
Diluted Average Shares Outstanding | 166.1 | 166.1 | ||||||||||||||||||||
Diluted EPS | 0.71 | 0.89 |
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RECONCILIATION OF SEGMENT OPERATING INCOME (LOSS) BEFORE CHARGES/GAINS TO GAAP OPERATING INCOME (LOSS) | ||||||||||||||||||||||||||||||
(In millions) | ||||||||||||||||||||||||||||||
(unaudited) | ||||||||||||||||||||||||||||||
For the three month period ended | For the twelve month period ended | |||||||||||||||||||||||||||||
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2013 | 2012 |
$ change |
% change | 2013 | 2012 |
$ change |
% change | |||||||||||||||||||||||
KITCHEN & BATH CABINETRY | ||||||||||||||||||||||||||||||
Operating income before charges/gains(a) | $ | 33.6 | $ | 12.3 | $ | 21.3 | 173.2 | $ | 120.6 | $ | 40.0 | $ | 80.6 | 201.5 | ||||||||||||||||
Restructuring charges | (0.3 | ) | (1.1 | ) | 0.8 | 72.7 | (2.2 | ) | (4.7 | ) | 2.5 | 53.2 | ||||||||||||||||||
Other charges (b) | ||||||||||||||||||||||||||||||
Cost of products sold | - | 1.1 | (1.1 | ) | (100.0 | ) | (0.1 | ) | (8.9 | ) | 8.8 | 98.9 | ||||||||||||||||||
Asset impairment charges | - | (5.9 | ) | 5.9 | 100.0 | (21.2 | ) | (5.9 | ) | (15.3 | ) | (259.3 | ) | |||||||||||||||||
Operating income (GAAP) | $ | 33.3 | $ | 6.4 | $ | 26.9 | 420.3 | $ | 97.1 | $ | 20.5 | $ | 76.6 | 373.7 | ||||||||||||||||
PLUMBING & ACCESSORIES | ||||||||||||||||||||||||||||||
Operating income before charges/gains(a) | $ | 53.5 | $ | 41.7 | $ | 11.8 | 28.3 | $ | 229.7 | $ | 169.2 | $ | 60.5 | 35.8 | ||||||||||||||||
Restructuring charges | (0.6 | ) | - | (0.6 | ) | (100.0 | ) | (0.6 | ) | - | (0.6 | ) | (100.0 | ) | ||||||||||||||||
Other charges | ||||||||||||||||||||||||||||||
Cost of products sold | (0.6 | ) | - | (0.6 | ) | (100.0 | ) | (0.6 | ) | - | (0.6 | ) | (100.0 | ) | ||||||||||||||||
Selling, general and administrative expenses | (0.2 | ) | - | (0.2 | ) | (100.0 | ) | (0.2 | ) | - | (0.2 | ) | (100.0 | ) | ||||||||||||||||
Operating income (GAAP) | $ | 52.1 | $ | 41.7 | $ | 10.4 | 24.9 | $ | 228.3 | $ | 169.2 | $ | 59.1 | 34.9 | ||||||||||||||||
ADVANCED MATERIAL WINDOWS & DOOR SYSTEMS | ||||||||||||||||||||||||||||||
Operating income before charges/gains(a) | $ | 5.2 | $ | 4.4 | $ | 0.8 | 18.2 | $ | 15.8 | $ | 4.3 | $ | 11.5 | 267.4 | ||||||||||||||||
Restructuring charges | (0.6 | ) | 0.2 | (0.8 | ) | (400.0 | ) | (1.4 | ) | (0.8 | ) | (0.6 | ) | (75.0 | ) | |||||||||||||||
Other charges (b) | ||||||||||||||||||||||||||||||
Cost of products sold | - | (0.1 | ) | 0.1 | 100.0 | - | 3.4 | (3.4 | ) | (100.0 | ) | |||||||||||||||||||
Asset impairment charges | - | (9.9 | ) | 9.9 | 100.0 | - | (9.9 | ) | 9.9 | 100.0 | ||||||||||||||||||||
Contingent acquisition consideration adjustment | - | - | - | - | - | 2.0 | (2.0 | ) | (100.0 | ) | ||||||||||||||||||||
Operating income (loss) (GAAP) | $ | 4.6 | $ | (5.4 | ) | $ | 10.0 | 185.2 | $ | 14.4 | $ | (1.0 | ) | $ | 15.4 | 1,540.0 | ||||||||||||||
SECURITY & STORAGE | ||||||||||||||||||||||||||||||
Operating income before charges/gains(a) | $ | 22.3 | $ | 20.7 | $ | 1.6 | 7.7 | $ | 90.4 | $ | 74.4 | $ | 16.0 | 21.5 | ||||||||||||||||
Restructuring charges | - | 0.5 | (0.5 | ) | (100.0 | ) | - | 1.0 | (1.0 | ) | (100.0 | ) | ||||||||||||||||||
Operating income (GAAP) | $ | 22.3 | $ | 21.2 | $ | 1.1 | 5.2 | $ | 90.4 | $ | 75.4 | $ | 15.0 | 19.9 | ||||||||||||||||
(a) Operating income before charges/gains is operating income (loss) derived in accordance with GAAP excluding restructuring and other charges, asset impairment charges and income from a contingent acquisition consideration adjustment. Operating income before charges/gains is a measure not derived in accordance with GAAP. Management uses this measure to evaluate the returns generated by FBHS and its business segments. Management believes this measure provides investors with helpful supplemental information regarding the underlying performance of the Company from period to period. This measure may be inconsistent with similar measures presented by other companies. | ||||||||||||||||||||||||||||||
(b) Other charges represent charges or gains directly related to restructuring initiatives that cannot be reported as restructuring under GAAP. Such charges or gains may include losses on disposal of inventories, trade receivables allowances from exiting product lines and accelerated depreciation resulting from the closure of facilities and gains or losses associated with the sale of closed facilities. |
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RECONCILIATION OF PERCENTAGE CHANGE IN GAAP NET SALES TO NET SALES EXCLUDING 53rd WEEK IN 2012 | ||||
(unaudited) | ||||
Three Months Ended | ||||
|
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Plumbing & Accessories |
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Net Sales (GAAP) | 7% | |||
53rd week impact in 2012 | 3% | |||
Net Sales excluding 53rd week impact in 2012 | 10% |
Net sales excluding the 53rd week in sales is net sales derived in accordance with GAAP excluding an additional 53rd week of sales in 2012. Management uses this measure to evaluate the overall performance of the Plumbing & Accessories segment and believes this measure provides investors with helpful supplemental information regarding the underlying performance of the segment from period to period. This measure may be inconsistent with similar measures presented by other companies. |
Investor and Media Contact:
847-484-4574
brian.lantz@FBHS.com
Source:
News Provided by Acquire Media