Supplemental Quarterly Financial Data (Unaudited)

12 Months Ended

Sep. 30, 2014

Quarterly Financial Information Disclosure

Supplemental Quarterly Financial Data (Unaudited)

Note 21.  Supplemental quarterly financial data (Unaudited)

Quarterly results for the fiscal years ended September 30, 2014 and September 30, 2013 follow:

	2014 Fiscal Quarters
	First		Second		Third		Fourth
Net sales	$	429,042	$	482,467	$	524,284	$	565,447
Gross margin (1)		113,576		142,439		151,713		167,673
Earnings before income taxes		32,944		56,756		62,468		75,076
Net earnings		23,383		44,798		46,001		51,662
Earnings per share
Basic earnings per share		0.35		0.67		0.70		0.79
Diluted earnings per share		0.34		0.66		0.69		0.77
Cash dividends per share		0.08		0.08		0.08		0.08
	2013 Fiscal Quarters
	First		Second		Third		Fourth
Net sales	$	408,339	$	485,513	$	483,759	$	558,365
Gross margin (1)		118,766		137,413		134,277		169,249
Earnings before income taxes		38,537		50,336		35,497		75,201
Net earnings		27,368		42,446		23,663		52,465
Earnings per share
Basic earnings per share		0.40		0.62		0.35		0.77
Diluted earnings per share		0.39		0.61		0.34		0.76
Cash dividends per share		0.08		0.08		0.08		0.08

Notes:

1. Gross margin represents net sales less cost of goods sold excluding amortization expense.

Quarterly results by segment for the fiscal years ended September 30, 2014 and September 30, 2013 follow:

	2014 Fiscal Quarters
	First		Second		Third		Fourth
Segment external net sales:
Aerospace	$	229,872	$	261,021	$	274,923	$	318,209
Energy		199,170		221,446		249,361		247,238
Total	$	429,042	$	482,467	$	524,284	$	565,447
Segment earnings:
Aerospace	$	22,549	$	40,289	$	39,357	$	57,005
Energy		27,071		31,888		40,203		35,116
Total	$	49,620	$	72,177	$	79,560	$	92,121
Earnings reconciliation:
Total segment earnings	$	49,620	$	72,177	$	79,560	$	92,121
Nonsegment expenses		(10,673)		(9,293)		(11,193)		(12,542)
Interest expense, net		(6,003)		(6,128)		(5,899)		(4,503)
Consolidated earnings before income taxes	$	32,944	$	56,756	$	62,468	$	75,076
	2013 Fiscal Quarters
	First		Second		Third		Fourth
Segment external net sales:
Aerospace	$	211,389	$	270,493	$	272,218	$	307,377
Energy		196,950		215,020		211,541		250,988
Total	$	408,339	$	485,513	$	483,759	$	558,365
Segment earnings:
Aerospace	$	31,568	$	41,223	$	38,949	$	54,382
Energy		23,908		24,235		12,430		38,367
Total	$	55,476	$	65,458	$	51,379	$	92,749
Earnings reconciliation:
Total segment earnings	$	55,476	$	65,458	$	51,379	$	92,749
Nonsegment expenses		(10,551)		(8,174)		(9,227)		(11,109)
Interest expense, net		(6,388)		(6,948)		(6,655)		(6,439)
Consolidated earnings before income taxes	$	38,537	$	50,336	$	35,497	$	75,201