NASDAQ$BWMN

Bowman Consulting Group Ltd · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Bowman's Q1 2023 financial results were announced, exceeding estimates and guidance was raised.

Bowman Consulting Group Ltd. reported a strong start to 2023, exceeding estimates with a 42% year-over-year increase in net service revenue driven by organic growth and acquisitions. The company is increasing its full year guidance for net revenues and adjusted EBITDA.

  • Net service revenue increased 42% year-over-year.
  • Organic net service billing growth was 12%.
  • Transportation services market revenue increased nearly four-fold year-over-year.
  • The company increased its full year 2023 outlook for Net Service Billing to be in the range of $285 to $300 million and Adjusted EBITDA in the range of $44 to $50 million.

Headline financials

Total Revenue

$76.1M

Previous: $52.5M+45.1%
EPS (adj)

$0.04

Previous: $0.12-66.7%
Adjusted EBITDA

$9.7M

Previous: $7.4M+31.0%
Net Service Billing

$67.6M

Previous: $47.7M+41.7%
Organic NSB Growth

12.0%

No prior period
Gross Backlog

$252M

Previous: $173M+45.7%
Capital Expenditures

-$536K

Previous: -$198K-170.7%
Free Cash Flow

$1K

Previous: $1.26M-99.9%
Net Income

$537K

Previous: $1.46M-63.1%
Operating Income

$1.54M

Previous: $1.84M-16.4%
Gross Profit

$38.7M

Previous: $27M+43.2%
Cash & Equivalents

$14.3M

Previous: $34.9M-59.0%
Total Assets

$268M

Previous: $162M+65.6%
Stock-Based Comp

$4.36M

Previous: $3.24M+34.8%

Revenue & EPS history

Bowman · Revenue · Quarterly

$76.1M

Q1 2023+45.1%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Bowman · $60.4M total across 2 segments · Q1 2023

  • Building Infrastructure
    $44.3M+14.4%
  • Transportation
    $16M+303.5%

Forward guidance

The Company is increasing its full year 2023 outlook for Net Service Billing to be in the range of $285 to $300 million and Adjusted EBITDA in the range of $44 to $50 million.

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 Q1 2023

Historical avgQ1 2023

+1.6%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+2.6%

Avg return

30 days after

67%

16 / 24 earnings

Positive

+17.1%

Q4 2024

Best reaction

-22.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.3%+0.1%-4.8%
Q4 2025-12.4%-12.3%-10.0%
Q3 2025-22.5%-21.7%-24.9%
Q1 2025+5.4%+10.9%+19.1%
Q4 2024+17.1%+23.5%+19.1%
Q3 2024+6.1%+14.6%+27.7%
Q2 2024-18.9%-23.7%-26.3%
Q1 2024+6.2%+1.6%+1.0%
Q4 2023+16.7%+17.7%-5.6%
Q3 2023+1.2%+4.6%+11.5%
Q2 2023-10.4%-7.8%-17.5%
Q1 2023-7.8%-7.5%-3.1%
Q4 2022-5.3%-1.6%-11.9%
Q3 2022+15.6%+18.4%+24.4%
Q2 2022+14.7%+8.6%+13.5%
Q1 2022+4.2%+11.3%-10.3%
Q4 2021+7.2%+5.3%+16.0%
Q3 2020-0.8%+0.7%+12.8%
Q3 2021+0.9%+0.1%+13.8%
Q2 2020+1.1%+0.3%+1.4%
Q2 2021-0.7%-1.5%+1.0%
Q4 2020+5.7%-2.1%+2.6%
Q1 2020+5.7%-2.1%+2.6%
Q1 2021+4.8%+10.8%+10.0%

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