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SEB Seaboard

Seaboard Corp. engages in the provision of agribusiness and transportation businesses. It operates through the following segments: Pork; Commodity Trading and Milling; Marine; Sugar & Alcohol, Power; and Turkey. The Pork segment produces and sells fresh and frozen pork products to further processors, food service operators, grocery stores, distributors, and retail outlets throughout the United States, Japan, Mexico, and other foreign markets. The Commodity Trading and Milling segment focuses on integrated agricultural commodity trading and processing, and logistics operation that internationally markets wheat, corn, soybean meal, and other agricultural commodities in bulk to third-party customers, and to non-consolidated affiliates. The Marine segment provides covers cargo shipping services between the United States, the Caribbean Basin and Central, and South America. The Sugar and Alcohol segment refers to the production and processing of sugar and alcohol in Argentina, primarily to be sold locally. The Power segment pertains to unregulated independent power producer in the Dominican Republic operating a floating power generating facility. The turkey segment involves the production and sale of branded and non-branded turkeys and other products. The company was founded by Otto Bresky in 1918 and is headquartered in Merriam, KS.

Company profile

Ticker
SEB
Exchange
CEO
Robert L. Steer
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42260388

SEB stock data

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Calendar

4 May 21
28 Jul 21
31 Dec 21
Quarter (USD)
Apr 21 Dec 20 Sep 20 Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Seaboard earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 65M 65M 65M 65M 65M 65M
Cash burn (monthly) 3.67M 3M (positive/no burn) (positive/no burn) 50M (positive/no burn)
Cash used (since last report) 14M 11.45M n/a n/a 190.88M n/a
Cash remaining 51M 53.55M n/a n/a -125.88M n/a
Runway (months of cash) 13.9 17.8 n/a n/a -2.5 n/a

Beta Read what these cash burn values mean

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

17.2% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 116 108 +7.4%
Opened positions 16 13 +23.1%
Closed positions 8 14 -42.9%
Increased positions 48 35 +37.1%
Reduced positions 28 35 -20.0%
13F shares
Current Prev Q Change
Total value 38.68B 32.37B +19.5%
Total shares 199.74K 201.23K -0.7%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners
Shares Value Change
FMR 51.31K $189.32M +0.4%
Dimensional Fund Advisors 36.41K $134.33M -0.1%
Vanguard 20.71K $76.43M +0.8%
BLK Blackrock 14.43K $53.24M +16.4%
Kahn Brothers 10.27K $37.88B -1.9%
Diamond Hill Capital Management 8.04K $29.68M +4.7%
Renaissance Technologies 7.39K $27.28M -10.6%
Private Management 3.65K $13.47M +9.6%
STT State Street 3.17K $11.69M -0.5%
DAVENPORT & Co 3.04K $11.21M +0.7%
Largest transactions
Shares Bought/sold Change
Russell Investments 6 -3.8K -99.8%
First Sabrepoint Capital Management 0 -2.8K EXIT
Aperio 0 -2.32K EXIT
BLK Blackrock 14.43K +2.04K +16.4%
Horseman Capital Management 1.35K +1.35K NEW
First Trust Advisors 1.35K +1.01K +295.9%
Renaissance Technologies 7.39K -878 -10.6%
Citadel Advisors 620 -582 -48.4%
SG Americas Securities 577 +577 NEW
GS Goldman Sachs 1.17K +572 +95.3%

Financial report summary

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Management Discussion
  • Net sales for the three-month period of 2021 increased $376 million over the same period in 2020. The increase primarily reflected higher sales prices and volumes of certain commodities in the CT&M segment, higher prices for pork products, market hogs and biodiesel sold in the Pork segment and higher cargo volumes in the Marine segment.
  • Operating income increased $29 million for the three-month period of 2021 compared to the same period in 2020. The increase primarily reflected higher margins on pork product sales in the Pork segment and higher cargo sales and lower fuel and other voyage costs in the Marine segment, partially offset by derivative contract losses in the CT&M segment.
  • Seaboard’s operations have been impacted by the COVID-19 pandemic; however, Seaboard has seen improvements in its financial results since the most dramatic impact in the second quarter of 2020 when the onset of the pandemic began. Seaboard continues to encounter challenges with labor and has partially-staffed shifts; impacts from commodity market volatility; and certain product sales not yet at pre-COVID levels. The near and long-term impacts of the COVID-19 pandemic on Seaboard’s operations and the global economy are unknown and impossible to predict with any level of certainty. Other than capital market volatility on short-term investments, the effects of the COVID-19 pandemic were not significant on a consolidated or segment basis to Seaboard’s first quarter results of prior year.
Content analysis
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