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MRC Global Résultats passés
Passé contrôle des critères 2/6
MRC Global a connu une croissance annuelle moyenne de ses bénéfices de 76%, tandis que le secteur Trade Distributors a vu ses bénéfices augmenter de en hausse à 6.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 4.5% par an. Le rendement des capitaux propres de MRC Global est 9.1% et ses marges nettes sont de 1.1%.
Informations clés
76.00%
Taux de croissance des bénéfices
76.26%
Taux de croissance du BPA
| Trade Distributors Croissance de l'industrie | 23.44% |
| Taux de croissance des recettes | 4.49% |
| Rendement des fonds propres | 9.14% |
| Marge nette | 1.09% |
| Dernière mise à jour des bénéfices | 30 Sep 2025 |
Mises à jour récentes des performances passées
Recent updates
Seeking Alpha • Jun 28
MRC Global And DNOW Tie The Knot
Summary MRC Global and DNOW are merging in an all-stock deal, creating a $3 billion enterprise with significant synergy potential and attractive valuations. Despite MRC Global's recent revenue and cash flow declines, DNOW is fairly compensated with a larger ownership stake due to its stronger balance sheet and performance. The merger offers $70 million in annual cost synergies by year three, enhancing EBITDA and cash flow, though realization of these synergies carries execution risk. Both stocks are rated a soft ‘buy’, with MRC Global offering a slight arbitrage opportunity for optimistic investors as the deal's implied price gap remains. Read the full article on Seeking AlphaArticle d’analyse • Feb 22
Returns At MRC Global (NYSE:MRC) Are On The Way Up
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Jan 06
Is Now An Opportune Moment To Examine MRC Global Inc. (NYSE:MRC)?
MRC Global Inc. ( NYSE:MRC ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Dec 20
MRC Global: Improvements For This Structural Underperformer
Summary MRC Global Inc. has struggled with a long-term underperformance, weak organic growth, and past debt, leading to disappointing returns for investors. Despite recent positive actions like balance sheet improvements and strategic divestitures, the company's long-term track record remains a concern. The company has simplified its capital structure by buying back preferred stock and selling underperforming Canadian operations to enhance growth and margins. While the valuation appears reasonable, I remain cautious but optimistic about potential structural improvements and will closely follow MRC Global's progress into 2025. Read the full article on Seeking AlphaArticle d’analyse • Nov 24
Does MRC Global (NYSE:MRC) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Nouveau récit • Sep 15
Calculated Expansion And Operational Efficiency Set To Propel Growth Amidst Market Challenges
Expansion into ExxonMobil's operations and focus on cash generation signify potential for increased revenue, margins, and strong financial health.Article d’analyse • Jul 15
Does MRC Global (NYSE:MRC) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Jun 30
The Return Trends At MRC Global (NYSE:MRC) Look Promising
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Article d’analyse • Jun 08
Sentiment Still Eluding MRC Global Inc. (NYSE:MRC)
With a price-to-earnings (or "P/E") ratio of 14.3x MRC Global Inc. ( NYSE:MRC ) may be sending bullish signals at the...Article d’analyse • May 21
MRC Global (NYSE:MRC) Is Posting Promising Earnings But The Good News Doesn’t Stop There
MRC Global Inc. ( NYSE:MRC ) announced a healthy earnings result recently, and the market rewarded it with a strong...Article d’analyse • May 12
MRC Global Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next
A week ago, MRC Global Inc. ( NYSE:MRC ) came out with a strong set of quarterly numbers that could potentially lead to...Seeking Alpha • Mar 20
MRC Global: Gas Demand From The Housing Market, Multi-Year Agreements, And Cheap
Summary MRC Global reports better-than-expected earnings and expects growth in 2024. The company has a diversified business model with many products and clients. Net sales growth drivers include multi-year programs with gas utility customers and gas demand from the housing market. Read the full article on Seeking AlphaArticle d’analyse • Feb 15
The Return Trends At MRC Global (NYSE:MRC) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Feb 08
Alluvial Capital - MRC Global: Continued M&A Unfeasible Given Ongoing Litigation Risks
Summary MRC has an unimpressive track record as a public company and some unhappy owners, and for those reasons I believe the company will be sold. MRC wants to refinance a loan but Cornell Capital has blocked its efforts to date. MRC’s expressed strategy of continued mergers and acquisitions is unfeasible given the risks of ongoing litigation with Cornell Capital and MRC’s high cost of capital. Read the full article on Seeking AlphaArticle d’analyse • Nov 11
These 4 Measures Indicate That MRC Global (NYSE:MRC) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Nov 01
MRC Global: Exploring A Potential Sale Of The Company
Summary MRC Global is evaluating a potential sale of the company, which could unlock value for shareholders. Recent results showed weakness in the gas utilities segment, but the medium and long-term outlook for the business remains strong. The valuation of MRC Global suggests a potential upside of 30-60% for shareholders, even if a near-term sale does not happen. Read the full article on Seeking AlphaArticle d’analyse • Aug 09
These 4 Measures Indicate That MRC Global (NYSE:MRC) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jul 28
MRC Global Stock Seems Too Cheap To Ignore
Summary MRC Global Inc. (MRC) is a $943-million market cap Houston-based company that distributes pipes, valves, fittings, and infrastructure products to the gas utility, energy, and industrial sectors. In Q1 FY2023, MRC saw a strong performance, with consolidated revenue of $885 million and operating income of $57 million rising by 19.3% and 96.6% YoY, respectively. I think the market may underestimate growth forecasts after FY2023, which is a recovery year for MRC, considering all available growth drivers. With an implied P/E of 6.17x and an EPS growth rate of 14.61% for FY2024, MRC looks strongly undervalued to me. I think MRC stock is a "Buy" at its current price levels despite potential macro headwinds. Read the full article on Seeking AlphaArticle d’analyse • Jul 07
MRC Global (NYSE:MRC) Shareholders Will Want The ROCE Trajectory To Continue
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Article d’analyse • Apr 10
Is MRC Global (NYSE:MRC) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Mar 13
The Return Trends At MRC Global (NYSE:MRC) Look Promising
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Feb 13
MRC Global GAAP EPS of $0.18 beats by $0.03, revenue of $869M misses by $3.17M
MRC Global press release (NYSE:MRC): Q4 GAAP EPS of $0.18 beats by $0.03. Revenue of $869M (+26.7% Y/Y) misses by $3.17M.Article d’analyse • Dec 10
Is MRC Global (NYSE:MRC) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Nov 10
MRC Global (NYSE:MRC) Shareholders Will Want The ROCE Trajectory To Continue
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Oct 15
MRC Global: Not There Yet
Summary MRC Global has fallen alongside the broader market in recent months, even though financial performance data has been encouraging. Shares look attractively priced at this point in time, but this doesn't mean the company makes for a great prospect. Despite falling, MRC stock isn't cheap enough to warrant serious consideration when you factor in the uncertainty of the industry it's in. Sometimes, what looks like a value stock may in fact just be a mediocre business that deserves to trade at a low price. One telltale sign of this is that, even though shares are already priced at a low level, the company's stock will still move more or less in tandem with a broader market. A great example of this can be seen when looking at MRC Global (MRC), a global distributor of pipes, valves, and fittings dedicated to the diversified energy, industrial, and gas utility end markets. The company also provides a variety of other offerings like oilfield supplies, valve automation equipment, measurement instrumentation, and more. Over the past few years, financial performance for the company has been rather volatile, even if you ignore the pandemic year of 2020. This helps to explain why shares of the company, despite trading on the cheap from a valuation perspective, are as cheap as they are today. Though shares are starting to look tempting after having declined recently, investors should still demand to see additional stability before considering this anything other than a 'hold' prospect. A solid call The last time I wrote an article about MRC Global was back in March of this year. In that article, I talked about how the company had struggled over the prior few years, even though it was also true that financial performance in 2021 marked something of a turnaround for the enterprise. I found myself impressed by how cheap shares were. But at the same time, I felt that the instability of the company and likely volatility moving forward made the pricing of the stock appropriate. This led me to rate the firm a 'hold', reflecting my belief at that time that the stock should more or less match the returns of what the broader market achieves moving forward. So far, that call has proven to be pretty solid. While the S&P 500 is down by 18.6%, shares of MRC Global have dropped by 18.5%. Author - SEC EDGAR Data Interestingly, this market-matching performance occurred at a time when fundamental performance for the company has been quite strong. Consider results for the first half of the 2022 fiscal year. These two quarters are the only quarters for which new data is available compared to when I last wrote about the business. During that time, sales came in at $1.59 billion. That's 22.8% higher than the $1.30 billion generated the same time one year earlier. Although revenue in the international operations of the company dropped by 10%, this was made up for with a 28% increase in revenue from the U.S. market and a 34% rise associated with sales from Canada. Although the percentage increase in Canada was far larger, the company generates just 5.2% of its sales from that country. So the real attention should be on the US where the company gets 84% of its revenue from. This increase, management said, which driven by robust performance in the gas utilities sector driven by the full implementation of a new customer contract, increased activity levels, and the continued execution of the company's customer integrity upgrade programs. Similar execution of its smart meter programs also aided the firm's top line growth, as did stronger seasonal demand for its services. The company also benefited from downstream, industrial, and energy transition sector sales rising thanks to increased renewable biofuels projects and additional work associated with the refining and chemicals customers on its books. Upstream production sales, meanwhile, also increased nicely, driven by higher customer spending for additional well completions, while midstream pipeline sales improved thanks to new gathering and processing infrastructure and as a result of increased well completion activities. This strong performance brought with it improved profitability. The company went from generating a net loss of $11 million in the first half of 2021 to a net profit of $18 million the same time this year. Yes, operating cash flow did worsen, falling from $47 million to negative $63 million. But if we adjust for changes in working capital, it would have risen from $47 million to $91 million. And over that same window of time, we saw EBITDA nearly double from $60 million to $113 million. Author - SEC EDGAR Data For those wondering about a potential weakening in the space, it's worth noting that performance in the second quarter was stronger than in the first quarter on a year-over-year basis. Revenue of $848 million came in 23.6% higher than the $686 million generated in the second quarter of 2021. Net income rose from negative $2 million to positive $8 million. We saw operating cash flow drop from $23 million to negative $50 million. But if we adjust for changes in working capital, it would have nearly doubled from $30 million to $55 million. And finally, we saw EBITDA increase from $36 million to $65 million. When it comes to 2022 is a whole, management has some pretty high hopes. Driven in large part by a surge in investments associated with the oil and gas space, with US well completions already up 26.3% while rig counts have risen by 32.3%, revenue is now forecasted to be $3.3 billion for the year. In addition to being 24% higher than what the company achieved in 2021, it would also represent an improvement over the $3.1 billion in revenue the company previously anticipated. Meanwhile, EBITDA is now forecasted to be around $230 million. This is 58% higher than what the company generated last year and compares favorably to the prior expected guidance of $200 million. No guidance was given when it came to other profitability metrics. But if we assume that adjusted operating cash flow will increase at the same rate that EBITDA is expected to, then we should get a reading of $126.4 million.Seeking Alpha • Sep 16
Morguard renews buyback program
Morguard (MRBCF) to make a normal course issuer bid through the facilities of the TSX and/or alternative Canadian trading systems. The notice provides that the company may, during the twelve-month period commencing September 22, 2022 and ending September 21, 2023 purchase up to 554,788 shares in total, being ~5% of shares. Company purchased 5,000 shares for cancellation during the last twelve months at an average cost per share of $122.36.Article d’analyse • Aug 29
Is MRC Global (NYSE:MRC) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jul 25
MRC Global (NYSE:MRC) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Article d’analyse • May 15
These 4 Measures Indicate That MRC Global (NYSE:MRC) Is Using Debt Extensively
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment MRC Global gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Jun 25 | 2,945 | 32 | 490 | 0 |
| 31 Mar 25 | 2,946 | 43 | 489 | 0 |
| 31 Dec 24 | 3,011 | 49 | 485 | 0 |
| 30 Sep 24 | 2,995 | 77 | 469 | 0 |
| 30 Jun 24 | 3,086 | 83 | 473 | 0 |
| 31 Mar 24 | 3,158 | 77 | 480 | 0 |
| 31 Dec 23 | 3,266 | 91 | 482 | 0 |
| 30 Sep 23 | 3,513 | 90 | 501 | 0 |
| 30 Jun 23 | 3,529 | 79 | 494 | 0 |
| 31 Mar 23 | 3,506 | 69 | 485 | 0 |
| 31 Dec 22 | 3,197 | 46 | 449 | 0 |
| 30 Sep 22 | 3,180 | 26 | 452 | 0 |
| 30 Jun 22 | 2,961 | -9 | 434 | 0 |
| 31 Mar 22 | 2,799 | -19 | 416 | 0 |
| 31 Dec 21 | 2,666 | -38 | 410 | 0 |
| 30 Sep 21 | 2,559 | -39 | 398 | 0 |
| 30 Jun 21 | 2,459 | -25 | 391 | 0 |
| 31 Mar 21 | 2,375 | -310 | 393 | 0 |
| 31 Dec 20 | 2,560 | -298 | 449 | 0 |
| 30 Sep 20 | 2,747 | -317 | 462 | 0 |
| 30 Jun 20 | 3,104 | -299 | 499 | 0 |
| 31 Mar 20 | 3,486 | 6 | 528 | 0 |
| 31 Dec 19 | 3,662 | 15 | 550 | 0 |
| 30 Sep 19 | 3,905 | 49 | 548 | 0 |
| 30 Jun 19 | 4,034 | 52 | 556 | 0 |
| 31 Mar 19 | 4,132 | 50 | 559 | 0 |
| 31 Dec 18 | 4,172 | 50 | 562 | 0 |
| 30 Sep 18 | 4,066 | 75 | 548 | 0 |
| 30 Jun 18 | 3,954 | 54 | 538 | 0 |
| 31 Mar 18 | 3,794 | 38 | 534 | 0 |
| 31 Dec 17 | 3,646 | 26 | 536 | 0 |
| 30 Sep 17 | 3,462 | -27 | 501 | 0 |
| 30 Jun 17 | 3,296 | -70 | 484 | 0 |
| 31 Mar 17 | 3,120 | -93 | 476 | 0 |
| 31 Dec 16 | 3,041 | -107 | 504 | 0 |
| 30 Sep 16 | 3,289 | -481 | 493 | 0 |
| 30 Jun 16 | 3,568 | -425 | 514 | 0 |
| 31 Mar 16 | 4,020 | -387 | 532 | 0 |
| 31 Dec 15 | 4,529 | -344 | 555 | 0 |
| 30 Sep 15 | 5,074 | 85 | 586 | 0 |
| 30 Jun 15 | 5,620 | 125 | 618 | 0 |
| 31 Mar 15 | 5,920 | 150 | 644 | 0 |
| 31 Dec 14 | 5,933 | 144 | 656 | 0 |
Des revenus de qualité: MRC a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de MRC sont inférieures à celles de l'année dernière MRC. (1.1%) sont inférieures à celles de l'année dernière (2.7%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: MRC est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 76% par an.
Accélération de la croissance: MRC a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: MRC a enregistré une croissance négative de ses bénéfices ( -61.4% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Trade Distributors ( 3.9% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de MRC ( 9.1% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2025/11/05 21:19 |
| Cours de l'action en fin de journée | 2025/11/05 00:00 |
| Les revenus | 2025/09/30 |
| Revenus annuels | 2024/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
MRC Global Inc. est couverte par 21 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Manthey | Baird |
| James West | Barclays |
| Douglas Becker | Benchmark Company |