CoverageForm 410-K10-Q8-K13D13G13F

POLY · Plantronics Inc /Ca/ - 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 itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Revenue$1.68B$1.73B$1.67B$856.90M$856.90M$881.18M
Cost of Revenue$995.05M$951.06M$980.40M$980.40M$417.79M$439.81M
Gross Profit$686.09M$776.55M$694.14M$694.14M$439.12M$441.37M
R&D$183.55M$209.29M$201.89M$201.89M$84.19M$88.32M
SG&A$499.84M$488.38M$567.88M$567.88M$229.39M$223.83M
Total Operating Expenses$718.33M$763.93M$803.43M$803.43M$315.61M$316.29M
D&A$149.13M$164.87M$201.37M$201.37M$21.18M$20.98M
Operating Income($32.24M)$12.62M($109.30M)($109.30M)$123.50M$125.08M
Interest Expense$69.71M$82.61M$83.00M$83.00M$29.30M$29.23M
Income Tax($120.16M)($7.55M)($50.13M)($50.13M)$101.10M$19.07M
Net Income$17.92M($57.33M)($135.56M)($135.56M)($869.0K)$82.60M
EPS - Basic$0.42($1.40)($3.61)($3.61)($0.03)$2.56
EPS - Diluted$0.41($1.40)($3.61)($3.61)($0.03)$2.51

Balance Sheet

Line itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Cash & Equivalents$170.00M$202.56M$202.51M$202.51M$390.66M$301.97M
Accounts Receivable$277.92M$267.46M$337.67M$337.67M$152.89M$141.18M
Inventory$234.10M$194.41M$177.15M$177.15M$68.28M$55.46M
Accounts Payable$168.61M$151.24M$129.51M$129.51M$45.42M$42.88M
Current Assets$779.14M$1.24B$685.03M$781.15M$899.73M$698.98M
Total Assets$2.23B$2.66B$3.12B$3.12B$1.08B$1.02B
Current Liabilities$507.45M$1.02B$528.23M$528.23M$125.51M$117.17M
Long-term Debt------
Total Liabilities$2.21B$2.75B$2.39B$2.39B$723.92M$635.00M
Stockholders' Equity$20.16M($80.77M)($82.82M)$721.69M$352.97M$382.16M
Retained Earnings($747.32M)($765.23M)$143.34M$143.34M$299.07M$319.93M

Cash Flow

Line itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Operating Cash Flow($7.77M)$145.18M$116.05M$116.05M$121.15M$137.97M
Investing Cash Flow($33.81M)($18.88M)($17.08M)($1.41B)$23.49M($22.45M)
Financing Cash Flow($481.97M)$353.32M$1.11B$1.11B($60.45M)($46.55M)
CapEx$29.72M$22.71M$26.80M$26.80M$12.47M$23.18M
Free Cash Flow($37.49M)$122.47M$89.25M$89.25M$108.68M$114.80M

Ratios

MetricFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Profitability
Gross margin40.8%44.9%41.5%81.0%51.2%50.1%
Operating margin-1.9%0.7%-6.5%-12.8%14.4%14.2%
EBITDA margin7.0%10.3%5.5%10.7%16.9%16.6%
Net margin1.1%-3.3%-8.1%-15.8%-0.1%9.4%
Free cash flow margin-2.2%7.1%5.3%10.4%12.7%13.0%
FCF / Net income-2.09-2.14-0.66-0.66-125.061.39
R&D / Revenue10.9%12.1%12.1%23.6%9.8%10.0%
SG&A / Revenue29.7%28.3%33.9%66.3%26.8%25.4%
Effective tax rate----100.9%18.8%
Return on assets0.8%-2.2%-4.3%-4.3%-0.1%8.1%
Return on equity88.9%71.0%163.7%-18.8%-0.2%21.6%
Return on invested capital------
Liquidity
Current ratio1.541.211.301.487.175.97
Quick ratio1.071.020.961.146.625.49
Cash ratio0.340.200.380.383.112.58
Leverage
Debt / Equity------
Debt / Assets------
Debt / EBITDA------
Interest coverage-0.5x0.2x-1.3x-1.3x4.2x4.3x
Equity multiplier110.37-32.99-37.634.323.052.66
Liabilities / Assets0.991.030.770.770.670.62
Efficiency
Asset turnover0.760.650.540.270.800.87
Inventory turnover4.254.895.535.536.127.93
Days sales outstanding60d57d74d144d65d58d
Days inventory outstanding86d75d66d66d60d46d
Days payable outstanding62d58d48d48d40d36d
Cash conversion cycle84d73d91d162d85d69d
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)-2.7%3.2%95.4%0.0%-2.8%2.8%
Revenue CAGR (3y)25.2%26.3%23.9%-0.0%-0.3%-
Revenue CAGR (5y)13.8%15.1%14.1%-0.9%2.9%
Gross profit growth (YoY)-11.6%11.9%0.0%58.1%-0.5%1.5%
Operating income growth (YoY)--0.0%--1.3%15.8%
Net income growth (YoY)-57.7%0.0%-15499.7%-20.8%
EPS growth (YoY)-61.2%0.0%-11933.3%-28.1%
EPS CAGR (3y)------
EPS CAGR (5y)-30.4%----0.2%
FCF growth (YoY)-37.2%0.0%-17.9%-5.3%-1.2%
FCF CAGR (5y)-1.1%-7.6%-3.7%5.9%
Book value growth (YoY)-2.5%-104.5%-7.6%22.3%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2021-04-03.

Product / service

$3.20B total
Product$1.47B · 46.0%
Headset$823.45M · 25.7%
Video$426.24M · 13.3%
Service$256.78M · 8.0%
Voice$221.13M · 6.9%

Stability scores

Altman Z′

FY 2022 · bankruptcy risk

0.52
Distress

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2022 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Telephone & Telegraph Apparatus

CompanyRevenue (last FY)Net marginROE
CIEN---
vplm---642.5%
INFN$1.42B-10.6%-129.0%
NTGR$699.62M-2.6%-3.6%
ADTN$1.08B-4.2%-31.3%

Comparing PLANTRONICS INC /CA/ against the 5 most active filers in the same SIC group.