Patterson Companies Reports Fiscal 2016 Third Quarter Operating Results
Adjusted net income from continuing operations1, which
reflects adjustments to exclude certain non-recurring and deal
amortization costs, was
"We are pleased with our execution in the third quarter from both a
sales and operations perspective.
Patterson Dental
Sales for Patterson Dental, which represent
approximately 46 percent of total sales, improved to
- Consumable dental supplies improved 5.1 percent
- Equipment sales rose 6.8 percent, reflecting strength in both technology and core equipment
- Other services and products, primarily composed of technical service, parts and labor, software support services and office supplies, climbed 7.7 percent
Anderson said, "A highlight for us was the solid growth in the consumables category this quarter, which stemmed from increased patient utilization. We continue to see stable to steadily improving dynamics in the North American dental market and believe we are increasingly well-positioned to capitalize on this trend - given our technology leadership and support infrastructure - across the full spectrum of dental customers."
Sales for
Anderson continued, "Overall, our
Discontinued Operations
On
Share Repurchases and Dividends
Fiscal year-to-date,
Patterson repurchased approximately 4.4 million shares of its
outstanding common stock, with a value of
Year-to-Date Results1
Consolidated sales
for the first nine months of fiscal 2016 totaled
Business Outlook
Anderson concluded, "With three quarters of
the fiscal year completed, we are narrowing our 2016 adjusted earnings
guidance range on a continuing operations basis to
The fiscal 2016 annual financial outlook and adjusted earnings guidance:
- Assumes stable North American and international markets
- Includes the impact of an extra week in fiscal 2016 compared to the previous year
- Excludes the impact of additional share repurchases for the remainder of the fiscal year
- Excludes transaction-related costs, integration expense, deal amortization, accelerated debt issuance costs, non-recurring IT initiative training costs and tax costs related to cash repatriation (See Third Quarter and Nine-Month Reconciliation table below)
- Excludes the discontinued operations for Medical
1Third Quarter and Nine-Month Reconciliation
The
following non-GAAP table is provided to adjust reported net income and
earnings per share for the impact of tax affected one-time costs,
current and prior deal-amortization costs and tax costs related to cash
repatriation. Management believes that the adjusted net income and EPS
amounts may provide a helpful representation of the company's current
quarter performance.
(Dollars in thousands, except EPS) | ||||||||||||||||
Three Months Ended | Nine Months Ended | |||||||||||||||
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Net Income from Continuing Operations - Reported | \\$ | 57,190 | \\$ | 46,434 | \\$ | 120,064 | \\$ | 126,624 | ||||||||
Transaction-Related Costs | 28 | - | 10,007 | - | ||||||||||||
Deal Amortization | 6,921 | 1,930 | 18,507 | 5,767 | ||||||||||||
Integration Expense | 925 | - | 2,979 | - | ||||||||||||
Accelerated Debt Issuance Costs | - | - | 3,205 | - | ||||||||||||
Non-Recurring IT Training Costs | 77 | - | 252 | - | ||||||||||||
Tax Impact of Repatriation of Cash | - | - | 12,300 | - | ||||||||||||
Net Income from Continuing Operations - Adjusted | \\$ | 65,141 | \\$ | 48,364 | \\$ | 167,314 | \\$ | 132,391 | ||||||||
Diluted Earnings Per Share from Continuing Operations - Reported | \\$ | 0.60 | \\$ | 0.47 | \\$ | 1.22 | \\$ | 1.27 | ||||||||
Transaction-Related Costs | - | - | 0.10 | - | ||||||||||||
Deal Amortization | 0.07 | 0.02 | 0.19 | 0.06 | ||||||||||||
Integration Expense | 0.01 | - | 0.03 | - | ||||||||||||
Accelerated Debt Issuance Costs | - | - | 0.03 | - | ||||||||||||
Non-Recurring IT Training Costs | - | - | - | - | ||||||||||||
Tax Impact of Repatriation of Cash | - | - | 0.12 | - | ||||||||||||
Diluted Earnings Per Share from Continuing Operations - Adjusted* | \\$ | 0.68 | \\$ | 0.49 | \\$ | 1.70 | \\$ | 1.33 | ||||||||
*May not foot due to rounding | ||||||||||||||||
Third Quarter Conference Call and Replay
Patterson's third
quarter earnings conference call will start at
About
Dental Market
Patterson's Dental
segment provides a virtually complete range of consumable dental
products, equipment and software, turnkey digital solutions and
value-added services to dentists and dental laboratories throughout
Animal Health Market
Patterson's
This press release contains certain forward-looking statements, as
defined in the Private Securities Litigation Reform Act of 1995.
Forward-looking statements are information of a non-historical nature
and are subject to risks and uncertainties that are beyond Patterson's
ability to control. Forward-looking statements generally can be
identified by words such as "believes," "expects," "anticipates,"
"foresees," "forecasts," "estimates" or other words or phrases of
similar import. It is uncertain whether any of the events anticipated by
the forward-looking statements will transpire or occur, or if any of
them do, what impact they will have on the results of operations and
financial condition of Patterson or the price of Patterson stock. These
forward-looking statements involve certain risks and uncertainties that
could cause actual results to differ materially from those indicated in
such forward-looking statements, including but not limited to the other
risks and important factors contained and identified in Patterson's
filings with the
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CONDENSED CONSOLIDATED STATEMENTS OF INCOME | |||||||||||||||||||||
(In thousands, except per share amounts) | |||||||||||||||||||||
(Unaudited) | |||||||||||||||||||||
Three Months Ended | Nine Months Ended | ||||||||||||||||||||
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2016 | 2015 | 2016 | 2015 | ||||||||||||||||||
Net sales | \\$ | 1,400,853 | \\$ | 958,628 | \\$ | 3,932,933 | \\$ | 2,875,804 | |||||||||||||
Gross profit | 339,864 | 262,442 | 959,007 | 772,346 | |||||||||||||||||
Operating expenses | 244,135 | 185,065 | 717,638 | 556,833 | |||||||||||||||||
Operating income from continuing operations | 95,729 | 77,377 | 241,369 | 215,513 | |||||||||||||||||
Other expense, net | (9,804 | ) | (7,971 | ) | (37,477 | ) | (23,136 | ) | |||||||||||||
Income from continuing operations before taxes | 85,925 | 69,406 | 203,892 | 192,377 | |||||||||||||||||
Income taxes | 28,735 | 22,972 | 83,828 | 65,753 | |||||||||||||||||
Net income from continuing operations | 57,190 | 46,434 | 120,064 | 126,624 | |||||||||||||||||
Net income (loss) from discontinued operations | (750 | ) | 8,242 | 1,500 | 32,119 | ||||||||||||||||
Net income | \\$ | 56,440 | \\$ | 54,676 | \\$ | 121,564 | \\$ | 158,743 | |||||||||||||
Basic earnings (loss) per share: | |||||||||||||||||||||
Continuing operations | \\$ | 0.60 | \\$ | 0.47 | \\$ | 1.23 | \\$ | 1.28 | |||||||||||||
Discontinued operations | (0.01 | ) | 0.08 | 0.01 | 0.32 | ||||||||||||||||
Net basic earnings per share | \\$ | 0.59 | \\$ | 0.55 | \\$ | 1.24 | \\$ | 1.60 | |||||||||||||
Diluted earnings (loss) per share: | |||||||||||||||||||||
Continuing operations | \\$ | 0.60 | \\$ | 0.47 | \\$ | 1.22 | \\$ | 1.27 | |||||||||||||
Discontinued operations | (0.01 | ) | 0.08 | 0.01 | 0.32 | ||||||||||||||||
Net diluted earnings per share | \\$ | 0.59 | \\$ | 0.55 | \\$ | 1.23 | \\$ | 1.59 | |||||||||||||
Shares: | |||||||||||||||||||||
Basic | 95,335 | 98,842 | 97,809 | 98,991 | |||||||||||||||||
Diluted | 95,930 | 99,540 | 98,488 | 99,699 | |||||||||||||||||
Dividends declared per common share | \\$ | 0.22 | \\$ | 0.20 | \\$ | 0.66 | \\$ | 0.60 | |||||||||||||
Gross margin - reported | 24.3 | % | 27.4 | % | 24.4 | % | 26.9 | % | |||||||||||||
Operating expenses as a % of net sales - adjusted | 16.6 | % | 19.0 | % | 17.1 | % | 19.1 | % | |||||||||||||
Adjustments1 | 0.9 | 0.3 | 1.2 | 0.3 | |||||||||||||||||
Operating expenses as a % of net sales - reported | 17.5 | % | 19.3 | % | 18.3 | % | 19.4 | % | |||||||||||||
Operating income as a % of net sales - adjusted | 7.7 | % | 8.4 | % | 7.3 | % | 7.8 | % | |||||||||||||
Adjustments1 | (0.9 | ) | (0.3 | ) | (1.2 | ) | (0.3 | ) | |||||||||||||
Operating income as a % of net sales - reported | 6.8 | % | 8.1 | % | 6.1 | % | 7.5 | % | |||||||||||||
Effective tax rate - adjusted | 33.8 | % | 33.0 | % | 34.7 | % | 34.0 | % | |||||||||||||
Adjustments1 | (0.4 | ) | 0.1 | 6.4 | 0.2 | ||||||||||||||||
Effective tax rate - reported | 33.4 | % | 33.1 | % | 41.1 | % | 34.2 | % | |||||||||||||
1 Refer to the press release for the definition of adjustments to reported results | |||||||||||||||||||||
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CONDENSED CONSOLIDATED BALANCE SHEETS | ||||||||
(In thousands) | ||||||||
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2016 | 2015 | |||||||
(Unaudited) | ||||||||
ASSETS | ||||||||
Current assets: | ||||||||
Cash and short-term investments | \\$ | 97,701 | \\$ | 400,632 | ||||
Receivables | 698,911 | 586,263 | ||||||
Inventory | 814,413 | 408,422 | ||||||
Prepaid expenses and other current assets | 99,831 | 59,561 | ||||||
Current assets held for sale | - | 118,347 | ||||||
Total current assets | 1,710,856 | 1,573,225 | ||||||
Property and equipment, net | 278,288 | 204,133 | ||||||
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1,337,531 | 424,949 | ||||||
Long-term receivables, net and other | 228,995 | 109,605 | ||||||
Long-term assets held for sale | - | 635,794 | ||||||
Total assets | \\$ | 3,555,670 | \\$ | 2,947,706 | ||||
LIABILITIES AND STOCKHOLDERS' EQUITY | ||||||||
Current liabilities: | ||||||||
Accounts payable | \\$ | 503,523 | \\$ | 323,294 | ||||
Other accrued liabilities | 197,575 | 215,075 | ||||||
Current maturities of long-term debt | 16,500 | - | ||||||
Borrowings on revolving credit | 198,000 | - | ||||||
Current liabilities held for sale | - | 39,316 | ||||||
Total current liabilities | 915,598 | 577,685 | ||||||
Long-term debt | 1,030,250 | 725,000 | ||||||
Other non-current liabilities | 247,275 | 81,484 | ||||||
Long-term liabilities held for sale | - | 49,414 | ||||||
Total liabilities | 2,193,123 | 1,433,583 | ||||||
Stockholders' equity | 1,362,547 | 1,514,123 | ||||||
Total liabilities and stockholders' equity | \\$ | 3,555,670 | \\$ | 2,947,706 | ||||
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SALES SUMMARY | |||||||||||||||||||||||
(Dollars in thousands) | |||||||||||||||||||||||
(Unaudited) | |||||||||||||||||||||||
Total | Foreign |
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Sales | Exchange | International |
Internal |
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2016 | 2015 |
Growth |
Impact | Impact | Growth | ||||||||||||||||||
Three Months Ended |
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Consolidated net sales | |||||||||||||||||||||||
Consumable1 | \\$ | 1,059,838 | \\$ | 638,541 | 66.0 | % | (1.8 | ) | % | 63.8 | % | 4.0 | % | ||||||||||
Equipment and software | 248,779 | 235,847 | 5.5 | (1.4 | ) | - | 6.9 | ||||||||||||||||
Other1 | 92,236 | 84,240 | 9.5 | (1.4 | ) | (0.9 | ) | 11.8 | |||||||||||||||
Total | \\$ | 1,400,853 | \\$ | 958,628 | 46.1 | % | (1.7 | ) | % | 42.4 | % | 5.4 | % | ||||||||||
Dental | |||||||||||||||||||||||
Consumable1 | \\$ | 333,835 | \\$ | 322,682 | 3.5 | % | (1.6 | ) | % | - | % | 5.1 | % | ||||||||||
Equipment and software | 232,334 | 220,738 | 5.3 | (1.5 | ) | - | 6.8 | ||||||||||||||||
Other1 | 71,482 | 67,235 | 6.3 | (1.4 | ) | - | 7.7 | ||||||||||||||||
Total | \\$ | 637,651 | \\$ | 610,655 | 4.4 | % | (1.5 | ) | % | - | % | 5.9 | % | ||||||||||
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Consumable1 | \\$ | 726,003 | \\$ | 315,859 | 129.9 | % | (2.0 | ) | % | 129.0 | % | 2.9 | % | ||||||||||
Equipment and software | 16,445 | 15,109 | 8.8 | (0.1 | ) | - | 8.9 | ||||||||||||||||
Other1 | 7,265 | 6,847 | 6.1 | (3.0 | ) | (10.8 | ) | 19.9 | |||||||||||||||
Total | \\$ | 749,713 | \\$ | 337,815 | 121.9 | % | (2.0 | ) | % | 120.4 | % | 3.5 | % | ||||||||||
Corporate | |||||||||||||||||||||||
Other1 | \\$ | 13,489 | \\$ | 10,158 | 32.8 | % | - | % | - | % | 32.8 | % | |||||||||||
Total | \\$ | 13,489 | \\$ | 10,158 | 32.8 | % | - | % | - | % | 32.8 | % | |||||||||||
Nine Months Ended |
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Consolidated net sales | |||||||||||||||||||||||
Consumable1 | \\$ | 3,042,634 | \\$ | 2,020,345 | 50.6 | % | (2.2 | ) | % | 49.2 | % | 3.6 | % | ||||||||||
Equipment and software | 610,071 | 596,650 | 2.2 | (1.5 | ) | - | 3.7 | ||||||||||||||||
Other1 | 280,228 | 258,809 | 8.3 | (1.4 | ) | (0.5 | ) | 10.2 | |||||||||||||||
Total | \\$ | 3,932,933 | \\$ | 2,875,804 | 36.8 | % | (2.0 | ) | % | 34.5 | % | 4.3 | % | ||||||||||
Dental | |||||||||||||||||||||||
Consumable1 | \\$ | 1,024,323 | \\$ | 974,534 | 5.1 | % | (1.5 | ) | % | - | % | 6.6 | % | ||||||||||
Equipment and software | 572,771 | 565,483 | 1.3 | (1.6 | ) | - | 2.9 | ||||||||||||||||
Other1 | 216,996 | 206,148 | 5.3 | (1.3 | ) | - | 6.6 | ||||||||||||||||
Total | \\$ | 1,814,090 | \\$ | 1,746,165 | 3.9 | % | (1.5 | ) | % | - | % | 5.4 | % | ||||||||||
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Consumable1 | \\$ | 2,018,311 | \\$ | 1,045,811 | 93.0 | % | (2.9 | ) | % | 95.0 | % | 0.9 | % | ||||||||||
Equipment and software | 37,300 | 31,167 | 19.7 | (0.1 | ) | - | 19.8 | ||||||||||||||||
Other1 | 25,852 | 23,611 | 9.5 | (4.0 | ) | (5.3 | ) | 18.8 | |||||||||||||||
Total | \\$ | 2,081,463 | \\$ | 1,100,589 | 89.1 | % | (2.8 | ) | % | 90.2 | % | 1.7 | % | ||||||||||
Corporate | |||||||||||||||||||||||
Other1 | \\$ | 37,380 | \\$ | 29,050 | 28.7 | % | - | % | - | % | 28.7 | % | |||||||||||
Total | \\$ | 37,380 | \\$ | 29,050 | 28.7 | % | - | % | - | % | 28.7 | % | |||||||||||
1 Certain sales were reclassified from consumable to other in current and prior periods. | |||||||||||||||||||||||
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SUPPLEMENTARY FINANCIAL DATA | ||||||||||||||||||||
(In thousands, except per share data) | ||||||||||||||||||||
(Unaudited) | ||||||||||||||||||||
Three Months Ended | Nine Months Ended | |||||||||||||||||||
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2016 | 2015 | 2016 | 2015 | |||||||||||||||||
Operating income (loss) | ||||||||||||||||||||
Dental | \\$ | 82,108 | \\$ | 78,048 | \\$ | 223,454 | \\$ | 214,024 | ||||||||||||
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25,959 | 11,864 | 64,108 | 40,187 | ||||||||||||||||
Corporate | (12,338 | ) | (12,535 | ) | (46,193 | ) | (38,698 | ) | ||||||||||||
\\$ | 95,729 | \\$ | 77,377 | \\$ | 241,369 | \\$ | 215,513 | |||||||||||||
Other (expense) income, net | ||||||||||||||||||||
Interest income | \\$ | 496 | \\$ | 1,057 | \\$ | 1,914 | \\$ | 3,056 | ||||||||||||
Interest expense | (10,634 | ) | (8,512 | ) | (39,931 | ) | (25,824 | ) | ||||||||||||
Other | 334 | (516 | ) | 540 | (368 | ) | ||||||||||||||
\\$ | (9,804 | ) | \\$ | (7,971 | ) | \\$ | (37,477 | ) | \\$ | (23,136 | ) | |||||||||
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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS | ||||||||||
(In thousands) | ||||||||||
(Unaudited) | ||||||||||
Nine Months Ended | ||||||||||
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2016 | 2015 | |||||||||
Operating activities: | ||||||||||
Net income | \\$ | 121,564 | \\$ | 158,743 | ||||||
Net income from discontinued operations | 1,500 | 32,119 | ||||||||
Net income from continuing operations | 120,064 | 126,624 | ||||||||
Adjustments to reconcile net income from continuing operations to net cash (used in) provided by operating activities: |
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Depreciation & amortization | 58,817 | 31,489 | ||||||||
Non-cash employee compensation | 20,587 | 17,940 | ||||||||
Change in assets and liabilities, net of acquired | (247,015 | ) | (56,636 | ) | ||||||
Net cash (used in) provided by operating activities- continuing operations | (47,547 | ) | 119,417 | |||||||
Net cash (used in) provided by operating activities- discontinued operations | (38,985 | ) | 38,668 | |||||||
Net cash (used in) provided by operating activities | (86,532 | ) | 158,085 | |||||||
Investing activities: | ||||||||||
Additions to property and equipment, net of disposals | (56,280 | ) | (43,182 | ) | ||||||
Acquisitions and equity investments | (1,106,583 | ) | (8,730 | ) | ||||||
Proceeds from sale of securities | 48,744 | 40,775 | ||||||||
Other investing activities | - | (543 | ) | |||||||
Net cash used in investing activities- continuing operations | (1,114,119 | ) |
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(11,680 | ) | |||||
Net cash provided by investing activities- discontinued operations | 714,680 |
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4,256 | |||||||
Net cash used in investing activities | (399,439 | ) |
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(7,424 | ) | |||||
Financing activities: | ||||||||||
Dividends paid | (67,010 | ) | (60,340 | ) | ||||||
Share repurchases | (200,000 | ) | (47,539 | ) | ||||||
Proceeds from issuance of long-term debt, net | 988,400 | - | ||||||||
Retirement of long-term debt | (678,250 | ) | - | |||||||
Draw on revolver | 198,000 | - | ||||||||
Other financing activities | 5,523 | 6,484 | ||||||||
Net cash provided by (used in) financing activities | 246,663 | (101,395 | ) | |||||||
Effect of exchange rate changes on cash | (10,251 | ) | (24,452 | ) | ||||||
Net change in cash and cash equivalents | \\$ | (249,559 | ) | \\$ | 24,814 | |||||
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