Calumet Specialty bounces back with profitable quarter

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Calumet Specialty Products Partners LP rebounded from a money-losing first quarter in 2014 with a profitable one this year, the company reported Wednesday.

The Indianapolis-based producer of fuel products lost $49.8 million, or 76 cents per share, a year ago due to several special expenses, including $27.2 million in derivative losses and a market inventory adjustment of $13.2 million.

This year, Calumet earned $23.8 million, or 27 cents, in the first quarter.

Adjusted profit of $58.1 million, or 74 cents per share, far exceeded analyst estimates of 31 cents per share.  

Calumet’s earnings before interest, tax, depreciation and amortization, or EBITDA, rose to a company record of $124.9 million in the quarter compared with $82.7 million a year ago.

The company said it got a boost from “a combination of strong operational reliability throughout its refining system, increased sales volumes of both fuels and specialty products, and seasonally strong refining economics.”

Gross profit rose 156 percent in the company’s fuel products segment, to $68.2 million and increased from zero to $26.8 million in the oilfield segment thanks to the 2014 acquisitions of Anchor Drilling Fluids USA, Inc. and Specialty Oilfield Solutions Ltd.

Overall sales fell from $1.3 billion in the year-ago quarter to $1 billion in the latest period. The revenue missed analyst expectations of $1.47 billion.

Calumet issued its quarterly results after the market closed Wednesday. The company’s stock was down 1.2 percent early Thursday, to $26.62 per share. Shares are up about 19 percent since the beginning of the year.

 

 

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