NASDAQ$CHX

ChampionX Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

ChampionX reported strong adjusted EBITDA and robust free cash flow despite seasonal headwinds, with increased profitability driven by focus on productivity.

ChampionX reported a revenue of $922.1 million, a net income of $112.9 million, and an adjusted EBITDA of $191.7 million for Q1 2024. The company's performance reflects the resilience of its portfolio and a focus on productivity, resulting in improved profitability and strong free cash flow generation.

  • Revenue was $922.1 million, a decrease of 3% year-over-year.
  • Net income attributable to ChampionX was $112.9 million, increased 78% year-over-year.
  • Adjusted EBITDA was $191.7 million, increased 4% year-over-year.
  • Cash from operating activities was $173.5 million and free cash flow was $144.0 million.

Headline financials

Total Revenue

$922M

Previous: $948M-2.8%
EPS (adj)

$0.50

Previous: $0.36+38.9%
Adjusted EBITDA Margin

20.8%

Previous: 18.5%+12.4%
Income Before Taxes Margin

15.2%

Previous: 9.7%+56.7%
Adjusted EBITDA

$192M

No prior period
Cash From Ops to Revenue Ratio

19.0%

No prior period
Free Cash Flow to Revenue Ratio

16.0%

No prior period
Free Cash Flow to Adjusted EBITDA

75.0%

Previous: 39.0%+92.3%
Capital Expenditures

-$31.9M

Previous: $26.5M-220.3%
Net Income

$113M

Previous: $63.1M+79.2%
Operating Income

$164M

Previous: $115M+43.0%
Gross Profit

$299M

Previous: $283M+5.6%
Stock-Based Comp

$6.17M

Previous: $5.23M+17.9%

Revenue & EPS history

ChampionX · Revenue · Quarterly

$922M

Q1 2024-2.8%vs Q1 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

ChampionX · $940M total across 4 segments · Q3 2023

  • Production Chemical Tech
    $604M-6.1%
  • Production & Automation Tech
    $256M+3.4%
  • Drilling Technologies
    $54.9M-10.0%
  • Reservoir Chemical Tech
    $25.1M-29.3%

Forward guidance

Given the pending acquisition of ChampionX by SLB, ChampionX has discontinued providing quarterly guidance and will not host a conference call or webcast to discuss its first quarter 2024 results.

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.7%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+3.6%

Avg return

30 days after

56%

19 / 34 earnings

Positive

+20.5%

Q3 2022

Best reaction

-11.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025
Q2 2025
Q1 2025-2.2%-0.4%-2.3%
Q4 2024-0.6%+0.3%+1.2%
Q3 2024-1.8%-1.5%+5.5%
Q2 2024-2.0%-2.4%-8.0%
Q1 2024-0.3%-1.7%-6.5%
Q4 2023+10.4%+10.2%+19.1%
Q3 2023-8.4%-12.6%-13.2%
Q2 2023+0.2%+1.3%+3.6%
Q1 2023+0.1%+1.4%+2.7%
Q4 2022-11.8%-10.2%-0.0%
Q3 2022+20.5%+17.3%+27.5%
Q2 2022-1.8%+1.7%+12.9%
Q1 2022-1.6%
Q4 2021-4.5%
Q3 2021+2.8%
Q2 2021+6.8%
Q1 2021+4.8%
Q4 2020+10.1%
Q3 2020+5.5%
Q2 2020+3.5%
Q1 2020+5.9%
Q4 2019-11.7%
Q3 2019+0.5%
Q2 2019+2.4%
Q1 2019+1.5%
Q4 2016+0.5%
Q4 2018+0.5%
Q3 2017+0.7%
Q3 2018+0.7%
Q2 2017+4.9%
Q2 2018-1.2%
Q1 2017-3.2%
Q4 2017-3.2%
Q1 2018-3.2%

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