NASDAQ$EVGO

EVgo Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

EVgo Inc. reported increased revenue and network throughput, driven by growth in its charging network and strategic partnerships.

EVgo Inc. reported a significant increase in revenue for Q4 2022, with a 283% year-over-year growth, reaching $27.3 million. This growth was primarily driven by increased network throughput and the execution of the Pilot Flying J contract. The company also expanded its network, adding 180 new stalls and approximately 59,000 new customer accounts during the quarter.

  • Revenue grew to $27.3 million in the fourth quarter, representing a 283% increase year-over-year.
  • Network throughput reached 14.4 Gigawatt-hours in the fourth quarter, a 76% year-over-year increase.
  • Over 2,800 stalls were in operation or under construction by the end of the fourth quarter, with 180 new stalls added during the quarter.
  • Approximately 59,000 new customer accounts were added in the fourth quarter, reaching approximately 553,000 overall.

Headline financials

Total Revenue

$27.3M

Previous: $7.12M+283.5%
EPS (adj)

-$0.06

Previous: $0.06-200.0%
Network Throughput (GWh)

14.4

Previous: 8.2+75.6%
Total Stalls in Operation

2.8K

Previous: 3.1K-9.7%
Total Customer Accounts

59.0K

Previous: 340.0K-82.6%
Capital Expenditures

$66.4M

Previous: $25.3M+162.1%
Free Cash Flow

-$67.8M

Previous: -$37.1M-82.7%
Net Income

-$17M

Previous: -$46.3M+63.2%
Operating Income

-$42.5M

Previous: -$89.8M+52.7%
Gross Profit

-$1.1M

Previous: -$1.82M+39.7%
Cash & Equivalents

$246M

Previous: $485M-49.2%
Total Assets

$730M

Previous: $746M-2.2%
Stock-Based Comp

$7.61M

Previous: $5.65M+34.7%

Revenue & EPS history

EVgo · Revenue · Quarterly

$27.3M

Q4 2022+283.5%vs Q4 2021
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 provided its 2023 financial guidance, including total revenue between $105 and $150 million, and adjusted EBITDA between $(78) and $(60) million. They also expect to have between 3,400 and 4,000 DC fast charging stalls in operation or under construction by the end 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 Q4 2022

Historical avgQ4 2022

+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%

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