NASDAQ$EVGO

EVgo Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

EVgo reported record results driven by significant growth in stalls, throughput, customer accounts, utilization, and revenue.

EVgo Inc. announced record second quarter 2023 results, with revenue reaching $50.6 million, a 457% increase year-over-year, and network throughput reaching a record 24.9 gigawatt-hours, a 147% increase year-over-year. The company added approximately 82,000 new customer accounts during the quarter, bringing the overall number of customer accounts to 688,000.

  • Revenue grew to a record $50.6 million in the second quarter, representing an increase of 457% year-over-year.
  • Network throughput reached a record 24.9 gigawatt-hours in the second quarter, an increase of 147% year-over-year.
  • Ended the second quarter with approximately 3,200 stalls in operation or under construction, with 210 new stalls added to the EVgo network during the quarter.
  • Added more than 82,000 new customer accounts in the second quarter, reaching approximately 688,000 overall at the end of the quarter.

Headline financials

Total Revenue

$50.6M

Previous: $9.08M+457.0%
EPS (adj)

-$0.08

Previous: $0.06-233.3%
Network Throughput (GWh)

24.9

Previous: 10.1+146.5%
Total Stalls in Operation

3.2K

Previous: 2.4K+33.5%
Total Customer Accounts

688.0K

Previous: 444.0K+55.0%
Capital Expenditures

-$100M

Previous: -$72.3M-38.4%
Free Cash Flow

-$107M

Previous: -$67.8M-57.9%
Net Income

-$7.03M

Previous: $4.48M-256.9%
Operating Income

-$33.6M

Previous: -$37.1M+9.4%
Gross Profit

$5.53M

Previous: -$744K+843.1%
Cash & Equivalents

$257M

Previous: $345M-25.4%
Total Assets

$823M

Previous: $740M+11.2%
Stock-Based Comp

$8.5M

Previous: $7.04M+20.6%

Revenue & EPS history

EVgo · Revenue · Quarterly

$50.6M

Q2 2023+457%vs Q2 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

EVgo · $25.3M total across 7 segments · Q1 2023

  • eXtend
    $10.3M
  • Charging Retail
    $6.62M
  • Network OEM
    $2.7M
  • Ancillary
    $2.21M
  • Charging Commercial
    $1.72M
  • Regulatory Credit Sales
    $1.22M
  • Charging OEM
    $552K

Forward guidance

EVgo is updating full year 2023 guidance as follows: Total revenue of $120 – $150 million and Adjusted EBITDA of ($78) – ($68) million. Additionally, at year-end 2023, EVgo continues to expect to have a total of 3,400 – 4,000 DC fast charging stalls in operation or under construction.

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

+7.0%

Avg return

Earnings day

+2.5%

Avg return

5 days after

-0.1%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+35.5%

Q4 2022

Best reaction

-12.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%-8.4%+16.3%
Q4 2025-5.3%-21.9%-39.6%
Q3 2025+0.6%-14.0%+0.9%
Q1 2025+32.5%+32.1%+37.2%
Q4 2024+1.6%+5.7%+4.5%
Q3 2024-3.7%-6.3%+15.2%
Q2 2024-1.8%-4.9%+18.0%
Q1 2024-12.1%-6.5%+7.0%
Q4 2023+0.0%-1.4%-23.0%
Q3 2023+16.5%+20.0%+32.2%
Q2 2023+18.3%+10.1%-6.7%
Q1 2023-7.3%-11.2%-32.5%
Q4 2022+35.5%+24.6%+4.2%
Q3 2022-3.1%-3.9%-17.1%
Q2 2022+9.2%+20.6%-5.9%
Q1 2022+11.7%+11.6%+13.9%
Q4 2021+14.5%+5.4%-12.6%
Q3 2021+29.9%+9.4%-16.8%
Q2 2021+2.8%-10.6%-21.0%
Q1 2021+2.1%-1.0%+24.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro