NASDAQ$EEFT

Euronet Worldwide Inc. · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Euronet reported year-over-year double digit revenue and operating income growth, supported by strong results from all three segments.

Euronet Worldwide reported a strong third quarter with double-digit growth in revenue, operating income, and adjusted EBITDA across all three segments. The company's resilience was evident despite challenging macroeconomic conditions, with growth driven by the recovery of international travel, expansion of digital distribution networks, and continued demand for digital content.

  • Revenues increased by 14% year-over-year to $931.3 million.
  • Operating income grew by 47% year-over-year to $168.5 million.
  • Adjusted earnings per share increased by 55% year-over-year to $2.74.
  • The company anticipates its fourth quarter 2022 adjusted EBITDA will be in the range of approximately $125 million to $135 million.

Headline financials

Total Revenue

$931M

Previous: $817M+14.0%
EPS (adj)

$2.74

Previous: $1.77+54.8%
EFT Processing Segment Active ATMs

49.6K

Previous: 45.5K+9.0%
epay Processing Transactions

915.0M

Previous: 811.0M+12.8%
Money Transfer Transactions

37.7M

Previous: 34.1M+10.6%
EFT Processing Segment Transactions

1.7B

Previous: 1.2B+47.7%
Capital Expenditures

-$79.4M

Previous: -$66.1M-20.1%
Free Cash Flow

$18.4M

Previous: $7.82M+134.8%
Net Income

$97.7M

Previous: $73.9M+32.3%
Operating Income

$168M

Previous: $114M+47.1%
Gross Profit

$931M

Previous: $817M+14.0%
Cash & Equivalents

$967M

Previous: $1.05B-7.8%
Total Assets

$4.83B

Previous: $4.53B+6.7%
Stock-Based Comp

$10.3M

Previous: $6.81M+51.9%

Revenue & EPS history

Euronet · Revenue · Quarterly

$931M

Q3 2022+14%vs Q3 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Euronet · $933M total across 3 segments · Q3 2022

  • Money Transfer
    $365M+3.2%
  • EFT Processing
    $320M+40.7%
  • epay
    $249M+4.4%

Forward guidance

The Company anticipates that its fourth quarter 2022 adjusted EBITDA will be in the range of approximately $125 million to $135 million and expects to complete the full year 2022 with Adjusted EPS in the anticipated range of $6.30 to $6.40.

Headwinds

  • Disruption in the travel industry
  • COVID-19 variants
  • Inflation
  • Related inflation control measures
  • Changes in travel patterns stemming from the war in Ukraine

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

+1.0%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+1.1%

Avg return

30 days after

59%

40 / 68 earnings

Positive

+16.2%

Q4 2014

Best reaction

-20.3%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.9%-4.3%-4.3%
Q4 2025-3.3%+0.5%+1.3%
Q3 2025-5.8%-10.4%-17.3%
Q1 2025+3.4%+4.3%+11.5%
Q4 2024-1.5%+9.2%+6.7%
Q3 2024+5.4%+4.7%+8.7%
Q2 2024-5.3%-5.9%-4.2%
Q1 2024-0.3%+5.3%+8.8%
Q4 2023+1.3%+1.6%+9.7%
Q3 2023+9.5%+6.4%+10.7%
Q2 2023-20.3%-24.7%-27.7%
Q1 2023-2.1%+0.0%+2.3%
Q4 2022-3.4%-0.3%-7.2%
Q3 2022+5.8%+6.9%+15.6%
Q2 2022-2.1%-3.4%-7.5%
Q1 2022-5.6%-10.8%-12.8%
Q4 2021+5.4%-0.2%-18.2%
Q3 2021-8.4%-9.1%-18.6%
Q2 2021+2.1%+6.7%-0.1%
Q1 2021-1.9%-2.4%+0.1%
Q4 2020+2.4%+8.1%+17.3%
Q3 2020-3.6%-3.0%+49.4%
Q2 2020+2.3%-2.1%+5.9%
Q1 2020+9.2%+3.8%+9.3%
Q4 2019-6.4%-8.0%-45.8%
Q3 2019-5.1%-3.3%+5.2%
Q2 2019-4.1%-4.0%-7.8%
Q1 2019+1.8%+2.3%+5.9%
Q4 2018+8.3%+10.2%+16.0%
Q3 2018+0.3%-2.2%-1.7%
Q2 2018+11.9%+10.8%+14.3%
Q1 2018+5.5%+3.7%+8.6%
Q4 2017-3.4%-8.0%+2.1%
Q3 2017+3.3%+0.2%-8.1%
Q2 2017+2.8%+4.1%+2.8%
Q1 2017-1.4%-0.8%-0.3%
Q4 2016+6.2%+10.8%+14.0%
Q3 2016-1.0%-2.0%-7.1%
Q2 2016+6.0%+5.3%+6.8%
Q1 2016+3.7%
Q4 2015-8.7%
Q3 2015+7.0%
Q2 2015+4.7%
Q1 2015+4.4%
Q4 2014+16.2%
Q3 2014+8.9%
Q2 2014+8.6%
Q1 2014+5.8%
Q4 2013-10.5%
Q3 2013+1.8%
Q2 2013+9.6%
Q1 2013+5.8%
Q4 2012-2.4%
Q3 2012-0.6%
Q2 2012+5.2%
Q1 2012+1.8%
Q4 2011-2.2%
Q3 2011-1.3%
Q2 2011-0.9%
Q1 2010+1.1%
Q1 2011-1.7%
Q4 2008+2.0%
Q4 2010+2.0%
Q3 2010+0.1%
Q3 2009+0.1%
Q2 2010+1.6%
Q2 2009+1.6%
Q4 2009+1.6%

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