NASDAQ$DXPE

DXP Enterprises Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

DXP Enterprises reported a strong second quarter with increased sales and earnings.

DXP Enterprises, Inc. announced financial results for the second quarter ended June 30, 2023, featuring a 16.4% year-over-year increase in sales to $428.0 million and net income attributable to common shareholders of $19.0 million, compared to $14.4 million in Q2 2022. The company also reported adjusted EBITDA of $45.3 million and completed the acquisitions of Riordan Materials Corporation, Florida Valve & Equipment Corp., and Environmental MD.

  • Sales increased 16.4 percent year-over-year to $428.0 million.
  • Net income attributable to common shareholders was $19.0 million, up from $14.4 million in Q2 2022.
  • GAAP diluted EPS reached $1.06 compared to $0.74 per share in the previous year.
  • Adjusted EBITDA was $45.3 million, compared to $32.6 million for the second quarter of 2022.

Headline financials

Total Revenue

$428M

Previous: $368M+16.4%
EPS (adj)

$1.06

Previous: $0.74+43.2%
Adjusted EBITDA

$45.3M

Previous: $32.6M+38.9%
Adjusted EBITDA Margin

10.6%

Previous: 8.9%+19.6%
Capital Expenditures

-$5.62M

Previous: -$1.85M-204.0%
Free Cash Flow

$13.4M

Previous: $12.6M+6.8%
Net Income

$19.1M

Previous: $14.4M+32.0%
Operating Income

$37.5M

Previous: $25.9M+44.6%
Gross Profit

$132M

Previous: $104M+26.5%
Cash & Equivalents

$15.5M

Previous: $20.6M-24.5%
Total Assets

$1.03B

Previous: $984M+5.1%
Stock-Based Comp

$871K

Previous: $493K+76.7%

Revenue & EPS history

DXP · Revenue · Quarterly

$428M

Q2 2023+16.4%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

DXP · $428M total across 3 segments · Q2 2023

  • Service Centers
    $298M+18.8%
  • Supply Chain Services
    $66.2M+12.3%
  • Innovative Pumping Solutions
    $63.4M+9.8%

Forward guidance

DXP is optimistic that they can show continued sales and profit improvement during the second half of 2023.

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 2023

Historical avgQ2 2023

+1.9%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+6.9%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+55.7%

Q2 2016

Best reaction

-38.4%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-17.5%-20.8%-13.4%
Q4 2025-3.4%-8.8%-11.3%
Q3 2025-17.8%-19.7%-21.5%
Q1 2025-2.9%+1.2%-7.6%
Q4 2024+0.3%+9.2%-6.4%
Q3 2024+22.3%+41.2%+47.4%
Q2 2024-0.0%+3.6%+4.2%
Q1 2024-4.7%-5.7%-10.5%
Q4 2023+29.0%+27.9%+59.0%
Q3 2023-7.2%-7.4%-4.3%
Q2 2023-15.3%-12.2%-6.4%
Q1 2023+17.0%+26.2%+51.3%
Q4 2022-0.5%+0.2%+16.7%
Q3 2022-9.0%-11.3%-16.4%
Q2 2022-16.7%-16.9%-22.9%
Q1 2022+16.8%+17.1%+42.7%
Q4 2021-13.3%-12.7%-20.1%
Q3 2021-2.0%-4.0%-5.3%
Q2 2021+4.6%+0.5%-5.3%
Q1 2021+0.2%+0.5%+4.9%
Q4 2020-3.7%+0.4%-9.4%
Q3 2020+24.5%+23.2%+39.4%
Q2 2020-1.1%+10.4%+5.5%
Q1 2020-1.0%-16.0%+72.8%
Q4 2019-37.0%-41.1%-59.2%
Q3 2019+13.7%+16.4%+11.9%
Q2 2019+8.8%+4.8%+6.3%
Q1 2019-14.6%-14.8%-22.1%
Q4 2018+31.0%+25.5%+32.3%
Q3 2018+22.1%+14.5%-0.2%
Q2 2018+16.4%+11.4%+7.6%
Q1 2018-0.2%-0.1%+4.5%
Q4 2017+23.9%+21.9%+17.7%
Q3 2017-13.9%-15.0%-7.9%
Q2 2017-7.0%-11.5%-22.1%
Q1 2017+27.0%+17.0%+9.8%
Q4 2016+16.1%+12.5%+11.4%
Q3 2016+15.3%+15.6%+40.5%
Q2 2016+55.7%+58.0%+56.3%
Q1 2016-19.9%
Q4 2015-4.4%
Q3 2015+0.8%
Q2 2015-12.8%
Q1 2015-2.8%
Q4 2014+3.3%
Q3 2014-6.0%
Q2 2014+9.2%
Q1 2014-38.4%
Q4 2013+6.3%
Q3 2013+8.3%
Q2 2013-0.2%
Q1 2013-16.0%
Q1 2010-0.3%
Q4 2012+10.9%
Q3 2012+3.7%
Q2 2012-0.7%
Q1 2011-0.5%
Q1 2012+8.3%
Q4 2009+2.9%
Q4 2011+2.9%
Q3 2010-0.1%
Q3 2011-0.1%
Q2 2011+3.5%
Q2 2010+3.5%
Q4 2010+3.5%

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