CoverageForm 410-K10-Q8-K13D13G13F

MTOR · Meritor, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemQ3 '22Q2 '22Q1 '22Q3 '21Q2 '21Q1 '21Q3 '20Q2 '20Q1 '20Q3 '19
Revenue$1.21B$1.15B$984.00M$1.02B$983.00M$889.00M$514.00M$871.00M$901.00M$1.13B
Cost of Revenue$1.06B$1.02B$857.00M$884.00M$835.00M$774.00M$486.00M$757.00M$774.00M$987.00M
Gross Profit$154.00M$137.00M$127.00M$132.00M$148.00M$115.00M$28.00M$114.00M$127.00M$179.00M
R&D----------
SG&A$63.00M$70.00M$62.00M$69.00M$69.00M$65.00M$52.00M$59.00M$70.00M$73.00M
Total Operating Expenses----------
D&A--$25.00M--$27.00M--$24.00M-
Operating Income$89.00M$66.00M$62.00M$59.00M$77.00M$43.00M($41.00M)$310.00M$52.00M$104.00M
Interest Expense----------
Income Tax$21.00M$15.00M$12.00M$14.00M$22.00M$7.00M($13.00M)$73.00M$13.00M$21.00M
Net Income$73.00M$62.00M$54.00M$42.00M$63.00M$32.00M($36.00M)$241.00M$39.00M$86.00M
EPS - Basic$1.03$0.87$0.77$0.58$0.87$0.44($0.50)$3.28$0.50$1.03
EPS - Diluted$1.02$0.86$0.76$0.58$0.86$0.44($0.50)$3.20$0.48$1.00

Balance Sheet

Line itemQ3 '22Q2 '22Q1 '22Q3 '21Q2 '21Q1 '21Q3 '20Q2 '20Q1 '20Q3 '19
Cash & Equivalents$105.00M$115.00M$113.00M$101.00M$321.00M$283.00M$315.00M$508.00M$108.00M$108.00M
Accounts Receivable$753.00M$769.00M$555.00M$534.00M$604.00M$466.00M$479.00M$466.00M$478.00M$551.00M
Inventory$710.00M$719.00M$667.00M$601.00M$510.00M$473.00M$435.00M$529.00M$556.00M$526.00M
Accounts Payable------$423.00M--$610.00M
Current Assets$1.63B$1.66B$1.40B$1.29B$1.51B$1.29B$1.28B$1.54B$1.18B$1.22B
Total Assets$3.25B$3.32B$3.05B$2.94B$3.14B$2.93B$2.88B$3.23B$2.90B$2.81B
Current Liabilities$1.12B$1.19B$979.00M$900.00M$889.00M$711.00M$726.00M$936.00M$982.00M$936.00M
Long-term Debt------$1.19B-$901.00M$902.00M
Total Liabilities$2.52B$2.60B$2.41B$2.32B$2.53B$2.37B$2.39B$2.80B$2.51B$2.40B
Stockholders' Equity$696.00M$679.00M$597.00M$574.00M$577.00M$530.00M$462.00M$392.00M$352.00M$385.00M
Retained Earnings$1.14B$1.07B$1.01B$935.00M$831.00M$768.00M$736.00M$771.00M$530.00M$491.00M

Cash Flow

Line itemQ3 '22Q2 '22Q1 '22Q3 '21Q2 '21Q1 '21Q3 '20Q2 '20Q1 '20Q3 '19
Operating Cash Flow--($21.00M)--$44.00M--($19.00M)-
Investing Cash Flow--($16.00M)--($13.00M)--($16.00M)-
Financing Cash Flow--$50.00M--($67.00M)--$34.00M-
CapEx--$18.00M--$10.00M--$16.00M-
Free Cash Flow--($39.00M)--$34.00M--($35.00M)-

Ratios

MetricQ3 '22Q2 '22Q1 '22Q3 '21Q2 '21Q1 '21Q3 '20Q2 '20Q1 '20Q3 '19
Profitability
Gross margin12.7%11.9%12.9%13.0%15.1%12.9%5.4%13.1%14.1%15.9%
Operating margin7.3%5.7%6.3%5.8%7.8%4.8%-8.0%35.6%5.8%9.2%
EBITDA margin--8.8%--7.9%--8.4%-
Net margin6.0%5.4%5.5%4.1%6.4%3.6%-7.0%27.7%4.3%7.6%
Free cash flow margin---4.0%--3.8%---3.9%-
FCF / Net income---0.72--1.06---0.90-
R&D / Revenue----------
SG&A / Revenue5.2%6.1%6.3%6.8%7.0%7.3%10.1%6.8%7.8%6.5%
Effective tax rate22.3%19.5%18.2%25.0%25.9%17.9%-23.2%25.0%19.6%
Return on assets2.2%1.9%1.8%1.4%2.0%1.1%-1.2%7.5%1.3%3.1%
Return on equity10.5%9.1%9.0%7.3%10.9%6.0%-7.8%61.5%11.1%22.3%
Return on invested capital-------2.0%-3.1%6.5%
Liquidity
Current ratio1.461.401.431.431.701.821.771.641.201.30
Quick ratio0.820.790.750.761.121.151.171.080.630.74
Cash ratio0.090.100.120.110.360.400.430.540.110.12
Leverage
Debt / Equity------2.57-2.562.34
Debt / Assets------0.41-0.310.32
Debt / EBITDA--------11.86-
Interest coverage----------
Equity multiplier4.684.895.105.125.445.536.248.238.237.31
Liabilities / Assets0.770.780.790.790.800.810.830.870.870.85
Efficiency
Asset turnover0.370.350.320.350.310.300.180.270.310.40
Inventory turnover1.491.411.281.471.641.641.121.431.391.88
Days sales outstanding227d243d206d192d224d191d340d195d194d178d
Days inventory outstanding245d258d284d248d223d223d327d255d262d195d
Days payable outstanding------318d--226d
Cash conversion cycle------349d--147d
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)19.3%17.4%10.7%97.7%12.9%-1.3%-54.5%-18.3%-13.2%-
Revenue CAGR (3y)2.4%2.7%-1.8%-------
Revenue CAGR (5y)----------
Gross profit growth (YoY)16.7%-7.4%10.4%371.4%29.8%-9.4%-84.4%-34.5%-9.9%1.1%
Operating income growth (YoY)50.8%-14.3%44.2%--75.2%-17.3%-203.9%-51.4%6.1%
Net income growth (YoY)73.8%-1.6%68.8%--73.9%-17.9%-234.7%-56.7%34.4%
EPS growth (YoY)75.9%0.0%72.7%--73.1%-8.3%-281.0%-53.4%40.8%
EPS CAGR (3y)0.7%0.8%-9.6%-6.5%10.9%--137.1%41.3%30.5%
EPS CAGR (5y)14.9%29.1%34.9%5.2%19.7%9.5%-50.1%10.6%-15.4%
FCF growth (YoY)---------191.7%-
FCF CAGR (5y)----------
Book value growth (YoY)21.3%17.7%12.6%24.2%47.2%50.6%20.0%-4.6%7.0%34.1%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2021-09-30.

Business segments

$3.83B total
Commercial Truck Segment$2.87B · 74.8%
Aftermarket And Industrial Segment$967.00M · 25.2%

Product / service

$3.01B total
External Sales$2.87B · 95.3%
Intersegment Sales$142.00M · 4.7%

Geographic

$5.35B total
North America$1.52B · 28.4%
US$1.34B · 25.1%
Europe$649.00M · 12.1%
BR$315.00M · 5.9%
SE$276.00M · 5.2%
IT$222.00M · 4.2%
MX$175.00M · 3.3%
Other Europe$151.00M · 2.8%
IN$146.00M · 2.7%
GB$142.00M · 2.7%
CN$128.00M · 2.4%
Asia Pacific Other$111.00M · 2.1%
Other Asia Pacific$111.00M · 2.1%
CA$55.00M · 1.0%
Europe Other$9.00M · 0.2%

Peer comparison

Same SIC group: Motor Vehicle Parts & Accessories

CompanyRevenue (last FY)Net marginROE
ALSN$3.01B20.7%33.4%
ALV$10.81B6.8%28.6%
DAN$7.50B1.1%10.1%
PHIN$3.48B3.7%8.2%
BWA$14.32B1.9%5.1%

Comparing MERITOR against the 5 most active filers in the same SIC group.