NASDAQ$BCIC

BCP Investment Corp · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported strong performance with elevated total investment income, core investment income, and net investment income quarter-over-quarter.

Portman Ridge Finance Corporation announced strong financial results for the third quarter ended September 30, 2022. Total investment income, core investment income and net investment income all increased compared to the second quarter of 2022.

  • Total investment income was $19.0 million, with $15.4 million from interest income from debt securities.
  • Core investment income, excluding purchase price accounting impact, was $17.6 million.
  • Net investment income was $8.4 million ($0.87 per share).
  • Net asset value was $251.6 million ($26.18 per share), with the decline driven by mark-to-market movements.

Headline financials

Total Revenue

-$915K

Previous: $22.9M-104.0%
EPS (adj)

$0.87

Previous: $1.50-42.0%
Free Cash Flow

-$4.21M

No prior period
Net Income

-$4.21M

Previous: $9.14M-146.0%
Operating Income

-$5.08M

No prior period
Gross Profit

-$915K

No prior period
Cash & Equivalents

$16.9M

Previous: $28.5M-40.9%
Total Assets

$630M

No prior period

Revenue & EPS history

Portman Ridge · Revenue · Quarterly

-$915K

Q3 2022-104%vs Q3 2021
Beat estimate in 0 of 12 quarters(0%)
ActualEstimate

Forward guidance

Portman Ridge expects strong performance to continue in future quarters due to reduced cost of capital and the continued benefit of rising rates, allowing the company to increase its quarterly dividend to $0.67 per share.

Tailwinds

  • Rising rates generating incremental revenue from investments.
  • Reduced cost of capital from amended and extended credit facility with JPMorgan Chase.
  • Well-positioned to take advantage of opportunities arising from the current market environment.
  • Continuing to be selective and resourceful in investment decisions.
  • Continuing to be prudent with underwriting new investments given the current economic uncertainty.

Headwinds

  • Operating under difficult market conditions.
  • Challenging economic environment.
  • Rising interest rates.
  • Market volatility.
  • Economic uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

-1.1%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-6.0%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+7.4%

Q4 2020

Best reaction

-15.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%+1.8%-7.6%
Q4 2025-13.1%-21.5%-33.1%
Q3 2025+0.4%+7.5%+8.4%
Q1 2025+1.0%+2.1%-3.8%
Q4 2024-4.0%-5.7%-28.1%
Q3 2024-3.5%-3.1%-10.5%
Q2 2024-2.5%-1.9%-3.4%
Q1 2024+1.6%+1.7%-0.1%
Q4 2023-1.3%+1.4%+2.1%
Q3 2023+0.0%-0.1%+0.3%
Q2 2023-1.6%+0.0%-5.8%
Q1 2023+2.3%+4.9%-1.2%
Q4 2022-6.2%-7.4%-12.9%
Q3 2022+2.7%+4.0%+3.2%
Q2 2022+0.0%+0.3%-7.5%
Q1 2022+0.0%-0.4%+0.0%
Q4 2021+0.4%+0.2%-2.5%
Q3 2021+4.6%+5.7%+1.4%
Q2 2021+1.7%+2.9%+1.6%
Q1 2021+3.4%+3.0%+5.6%
Q4 2020+7.4%+5.0%+16.3%
Q4 2019-15.3%-21.4%-60.9%
Q4 2018-2.2%-3.0%+0.3%

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