Steelcase Reports Fourth Quarter and Fiscal 2017 Results

Steelcase Inc. (SCS) Tuesday reported fourth quarter revenue of $769.1 million and net income of $25.8 million, or diluted earnings of $0.21 per share.  During the quarter, as a result of a change in the French corporate tax rate, the company reduced the value of its net deferred tax assets by approximately $8 million, which reduced diluted earnings per share by approximately $0.06, net of related variable compensation effects.  In the prior year, Steelcase reported $747.9 million of revenue, diluted earnings of $0.62 per share and adjusted earnings of $0.64 per share.  Prior year results included significant items related to the reversal of a valuation allowance recorded against net deferred tax assets in France and a gain from the partial sale of an investment in an unconsolidated affiliate, which had a combined favorable impact on diluted earnings per share of approximately $0.42, net of related variable compensation expense.

Revenue increased 3 percent in the fourth quarter compared to the prior year, while orders increased by 6 percent.  The Americas posted revenue growth of 3 percent, which was negatively impacted by continued year-over-year declines in the energy sector.  Orders in the Americas grew 5 percent over the prior year.  EMEA revenue declined 5 percent, or less than 1 percent on an organic basis, and orders declined 3 percent, reflecting mixed results across the region.  The Other category posted revenue growth of 13 percent and order growth of 24 percent in the fourth quarter compared to prior year, driven by continued strength in Asia Pacific.

“We were pleased to exceed our revenue and earnings estimates for the quarter, in an environment that reflects continued uncertainty and intense competition for business,” said Jim Keane, president and CEO.  “The Americas contributed significantly to our performance exceeding our expectations, as did Asia Pacific, which posted record levels of revenue, orders and operating income in the quarter.”

Current quarter operating income of $50.5 million compares to operating income of $25.8 million in the prior year.  Excluding restructuring costs, fourth quarter adjusted operating income of $50.9 million increased by $21.4 million (or 270 basis points as a percentage of revenue) compared to the prior year, which included $13.7 million of variable compensation expense (or 180 basis points as a percentage of revenue) associated with the significant items recorded in the prior year.

Cost of sales was 66.8 percent of revenue in the current quarter, an improvement of 150 basis points compared to the prior year.  EMEA cost of sales improved by 290 basis points, driven largely by benefits from cost reduction efforts, gross margin improvement initiatives and elimination of costs and inefficiencies associated with our operational footprint changes.  The Americas cost of sales improved by 120 basis points over the prior year, which included approximately $3 million of inventory adjustments and $3 million of variable compensation expense associated with the significant items recorded in the prior year.

“EMEA has now delivered five consecutive quarters of year-over-year improvements in cost of sales as a percentage of revenue,” said Dave Sylvester, senior vice-president and CFO.  “The industrial footprint changes are behind us and our operational performance continues to improve across the region, enabling us to dedicate more effort to our growth strategies and additional gross margin improvement initiatives.”

Operating expenses of $204.8 million in the current quarter represented a decrease of $2.6 million compared to the prior year (which included approximately $10 million of variable compensation expense associated with the significant items).  Operating expenses in the current quarter included investments in sales, marketing and information technology, as well as initial costs associated with annuitizing smaller defined benefit plans.

Other income, net decreased by approximately $5 million compared to the prior year, which included an $8.5 million gain from the partial sale of an investment in an unconsolidated affiliate. The current quarter included foreign exchange gains compared to foreign exchange losses in the prior year.

Income tax expense of $24.3 million in the quarter included the approximately $8 million charge to decrease net deferred tax assets in France.

Total liquidity, comprised of cash, short-term investments and the cash surrender value of company-owned life insurance, aggregated $439 million, and total debt was $297 million, at the end of the fourth quarter. 

The Board of Directors has declared a quarterly cash dividend of $0.1275 per share, to be paid on or before April 14, 2017, to shareholders of record as of March 31, 2017.  This represents an increase of 0.75 cents per share compared to the third quarter.

Fiscal 2017 Results

For fiscal 2017, the company recorded $3.0 billion of revenue and net income of $124.6 million, or diluted earnings per share of $1.03.  Adjusted earnings per share were $1.05.  For fiscal 2016, the company recorded $3.1 billion of revenue and net income of $170.3 million, or diluted earnings per share of $1.36.  Adjusted earnings per share were $1.46 and included approximately $0.42 per share related to the significant items recorded during the fourth quarter of the prior year.

The Americas and EMEA categories posted modest revenue declines, while the Other category posted revenue growth of 5 percent, driven largely by Asia Pacific.

Operating income of $200.2 million, or 6.6 percent of revenue, for fiscal 2017 compares to operating income of $174.6 million, or 5.7 percent of revenue, for fiscal 2016.  Adjusted operating income of $205.3 million increased by $10.8 million compared to fiscal 2016.

Cost of sales was 66.5 percent of revenue in fiscal 2017, an improvement of 130 basis points compared to the prior year.  The improvement was largely driven by the elimination of prior year disruption costs and inefficiencies associated with the manufacturing footprint changes in EMEA.  Operating expenses increased by approximately $19 million over the prior year, which included approximately $10 million of variable compensation expense associated with the significant items recorded in the fourth quarter.

“Our operating income margin for fiscal 2017 represents the highest level of performance in more than 15 years,” said Jim Keane.  “The Americas posted organic revenue growth in the second half of fiscal 2017, realizing initial benefits of our investments in growth initiatives, and we believe this momentum will continue into fiscal 2018.  Asia Pacific closed the year by posting two consecutive quarters of record orders, and we began fiscal 2018 with a backlog of customer orders in that region which was substantially higher than the prior year.”

The company paid $59 million in dividends and repurchased 3 million shares under its share repurchase authorization program during fiscal 2017 at a cost of $42 million.  There is $126.5 million remaining on the company’s share repurchase authorization.

Outlook

Order patterns were mixed during the fourth quarter, growing by approximately 5 percent in the Americas and 24 percent in the Other category and declining by 3 percent in EMEA compared to the prior year.  The order growth in the Americas was driven by project business, while orders related to continuing agreements and marketing programs declined in the quarter.  The strong order growth in the Other category was driven by a record level of quarterly orders in Asia Pacific.  As a result, the company expects first quarter fiscal 2018 revenue to be in the range of $725 to $750 million, which reflects expected organic revenue growth of 2 percent to 6 percent over the prior year.  In the first quarter of fiscal 2017, the company reported revenue of $718.8 million.

Steelcase expects to report diluted earnings per share between $0.13 to $0.17 for the first quarter of fiscal 2018.  These estimates include the net impact of annuitizing three of the company’s smaller defined benefit plans, which was completed earlier this month and is estimated to reduce diluted earnings per share for the quarter by approximately $0.03.  Steelcase reported diluted earnings per share of $0.16 and adjusted earnings per share of $0.18 in the first quarter of fiscal 2017.

"Our project pipeline in the Americas increased again this quarter versus the prior year reflecting the success of our new product introductions and efforts to improve our market share," said Jim Keane. "In further demonstration of our market leadership, we recently announced our partnership with Microsoft to explore the future of work. This collaboration includes the development of Creative Spaces that seamlessly integrate the best of Microsoft Surface devices with Steelcase architecture and furniture, the addition of select Steelcase dealers to the Surface Hub resellers network, and a joint focus on developing technology-enabled workplace solutions built on Microsoft Azure IoT technology.”