NASDAQ$EZPW

EZCORP Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

EZCORP's Q2 2024 earnings were released, showcasing record revenues and strong earnings growth.

EZCORP reported a strong second quarter with record revenues, driven by high consumer demand and excellent customer service. Net income increased significantly, and diluted earnings per share improved from a loss to a profit. The company continued to expand its store network and enhance customer engagement through its loyalty program and online payment options.

  • Net income increased to $21.5 million, a significant improvement from the prior-year net loss of $6.8 million.
  • Diluted earnings per share rose to $0.29, compared to a diluted loss per share of $0.12 in the previous year.
  • Total revenues grew by 11%, and gross profit increased by 12%.
  • Pawn loans outstanding (PLO) increased by 14% to $235.8 million.

Headline financials

Total Revenue

$286M

Previous: $258M+10.5%
EPS

$0.29

Previous: $0.23+26.1%
Store Count

1.2K

Previous: 1.2K+3.9%
Free Cash Flow

$21.5M

Previous: -$6.79M+416.3%
Net Income

$21.5M

Previous: -$6.79M+416.3%
Operating Income

$27.3M

Previous: $26.7M+2.1%
Gross Profit

$168M

Previous: $149M+12.3%
Cash & Equivalents

$229M

Previous: $243M-5.8%
Total Assets

$1.51B

Previous: $1.42B+6.2%
R&D Expense

$0.00

No prior period
Stock-Based Comp

$2.58M

Previous: $1.86M+39.1%

Revenue & EPS history

EZCORP · Revenue · Quarterly

$286M

Q2 2024+10.5%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

EZCORP · $256M total across 2 segments · Q3 2023

  • U.S. Pawn
    $184M+16.0%
  • Latin America Pawn
    $71.7M+25.6%

Forward guidance

EZCORP will continue to invest in its team, stores, technology, and other initiatives to enhance the customer experience and drive shareholder value.

Tailwinds

  • Focus on recruitment and retention of team members.
  • Investment in technology to improve customer experience.
  • Continued expansion of the store network through de novo stores and acquisitions.
  • Enhancing customer loyalty and engagement through the EZ+ Rewards program.
  • Expansion of online payment options to more stores.

Headwinds

  • Store expenses increased due to increased labor costs and higher store count.
  • General and administrative expenses increased due to labor costs and implementation of Workday.
  • Cash and cash equivalents decreased due to increased PLO and inventory, strategic investments, and share repurchases.
  • Aged general merchandise increased to 3.0% of total general merchandise inventory, primarily driven by luxury handbags in our Max Pawn stores.
  • Store expenses increased 12%, primarily due to salaries and benefits as we continue to support our team members as a part of People, Pawn and Passion focus, higher store count and, to a lesser extent, expenses related to our loyalty program.

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 2024

Historical avgQ2 2024

+0.2%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+2.6%

Avg return

30 days after

47%

31 / 66 earnings

Positive

+18.6%

Q4 2019

Best reaction

-26.9%

Q4 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.7%+0.3%-4.5%
Q1 2026+4.5%+12.7%+15.3%
Q4 2025+1.9%+2.8%+20.5%
Q2 2025-2.3%-4.0%-17.7%
Q1 2025+1.0%+14.1%+9.0%
Q4 2024+2.1%+2.5%+3.7%
Q3 2024+1.1%+7.3%+17.7%
Q2 2024-4.0%-6.0%-4.5%
Q1 2024+11.1%+19.5%+18.5%
Q4 2023-2.3%-1.5%+2.3%
Q3 2023+4.1%+2.9%-7.1%
Q2 2023-1.5%+3.2%-3.1%
Q1 2023-0.9%+2.2%-0.5%
Q4 2022-4.5%+0.7%-14.3%
Q3 2022+5.2%+9.7%+0.4%
Q2 2022+11.0%+6.0%+10.5%
Q1 2022+6.9%+0.8%-9.3%
Q4 2021+11.3%+4.0%-7.3%
Q3 2021+6.1%+8.0%+23.0%
Q2 2021+15.3%+13.3%+28.9%
Q1 2021+10.9%+10.0%+11.1%
Q4 2020-3.1%-10.0%-8.0%
Q3 2020+4.4%+5.1%-1.6%
Q2 2020-12.0%-12.7%+18.8%
Q1 2020-19.5%-20.4%-25.2%
Q4 2019+18.6%+18.2%+27.0%
Q3 2019-10.8%-14.3%-21.6%
Q2 2019-9.3%-14.6%-14.9%
Q1 2019+2.4%+10.5%+9.1%
Q4 2018+8.1%+2.9%-8.7%
Q3 2018-4.4%-0.4%-3.1%
Q2 2018+6.6%+9.1%-5.1%
Q1 2018+14.4%+9.3%+11.9%
Q4 2017+12.2%+16.3%+25.0%
Q3 2017+5.0%+9.4%+13.1%
Q2 2017-1.7%-0.6%+0.0%
Q1 2017-2.0%-6.5%-9.5%
Q4 2016+0.0%-6.8%-9.8%
Q3 2016-2.1%-3.2%+10.9%
Q2 2016+11.7%
Q1 2016-15.1%
Q4 2015-2.0%
Q3 2015+0.6%
Q2 2015-7.4%
Q1 2015-15.6%
Q4 2014-0.1%
Q3 2014+4.6%
Q2 2014-5.5%
Q1 2014+13.3%
Q4 2013-26.9%
Q3 2013+0.6%
Q2 2013+7.5%
Q1 2013+12.9%
Q4 2012-12.6%
Q3 2012-6.2%
Q2 2012+1.2%
Q1 2012-0.5%
Q4 2011-3.0%
Q4 2009-3.0%
Q2 2011-3.0%
Q3 2011-11.8%
Q3 2010-11.8%
Q1 2011-0.4%
Q1 2010-0.4%
Q2 2010-0.4%
Q4 2010-0.4%

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