NASDAQ$BWMN

Bowman Consulting Group Ltd · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Bowman announced record revenue driven by organic growth and strategic acquisitions.

Bowman Consulting Group reported record second-quarter results, with a 74% increase in net service revenue year-over-year. This growth was fueled by a 32% organic increase and contributions from ten acquisitions. The company has also increased its full-year outlook due to strong year-to-date results and record backlog.

  • Net service revenue increased by 74% year-over-year.
  • Organic net service billing growth was 32%.
  • Adjusted EBITDA increased by 81% year-over-year.
  • The company increased its full year 2022 outlook for Net Service Billing and Adjusted EBITDA.

Headline financials

Total Revenue

$62.4M

Previous: $36.5M+70.8%
EPS (adj)

-$0.03

Previous: $0.14-121.4%
Adjusted EBITDA

$7.6M

No prior period
Adj EBITDA Margin

13.4%

No prior period
Net Service Billing

$56.4M

No prior period
Organic NSB Growth

32.0%

No prior period
Gross Backlog

$206M

No prior period
Capital Expenditures

-$368K

Previous: -$757K+51.4%
Free Cash Flow

-$688K

Previous: -$1.2M+42.5%
Net Income

-$320K

Previous: -$439K+27.1%
Operating Income

$484K

Previous: -$321K+250.8%
Gross Profit

$31.3M

Previous: $18.3M+70.9%
Cash & Equivalents

$25.8M

Previous: $38.5M-33.1%
Total Assets

$185M

Previous: $117M+57.3%
Stock-Based Comp

$4.04M

Previous: $1.56M+159.2%

Revenue & EPS history

Bowman · Revenue · Quarterly

$62.4M

Q2 2022+70.8%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Bowman · $59.8M total across 3 segments · Q2 2022

  • Building Infrastructure
    $42.6M
  • Transportation
    $9.28M
  • Power, Utilities & Energy
    $7.92M

Forward guidance

The Company is increasing its full year 2022 outlook for Net Service Billing to be in the range of $205 to $220 million and Adjusted EBITDA in the range of $29 to $33 million.

Tailwinds

  • Net Service Billing to be in the range of $205 to $220 million.
  • Adjusted EBITDA in the range of $29 to $33 million.
  • Increase from the previous guidance for Net Service Billing of $185 to $200 million.
  • Increase from the previous guidance for Adjusted EBITDA of $25 to $29 million.
  • The Company expects to continue making strategic and financially accretive acquisitions.

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 Q2 2022

Historical avgQ2 2022

+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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