NASDAQ$FWRD

Forward Air Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Forward Air reported all-time record quarterly revenue, income from operations, and net income per diluted share.

Forward Air Corporation reported strong first quarter results with record quarterly revenue, net income, and net income per diluted share. Revenue growth exceeded guidance, driven by strong demand and higher quality freight.

  • All-time quarterly records were set for first quarter reported revenue, net income and net income per diluted share.
  • First quarter revenue growth of 29% exceeded the high end of guidance.
  • Reported net income per diluted share of $1.57 exceeded the high end of guidance.
  • Company is targeting $6.70 net income per diluted share in 2023 without any major acquisitions.

Headline financials

Total Revenue

$467M

Previous: $362M+28.9%
EPS (adj)

$1.57

Previous: $0.60+161.7%
Drayage Revenue per Shipment

$890.00

No prior period
Capital Expenditures

-$9.91M

Previous: -$2.7M-267.6%
Free Cash Flow

$32.8M

Previous: $8.49M+286.3%
Net Income

$42.7M

Previous: $11.2M+281.8%
Operating Income

$57.4M

Previous: $22.7M+152.4%
Gross Profit

$242M

Previous: $178M+36.3%
Cash & Equivalents

$61.6M

Previous: $24.4M+152.6%
Total Assets

$1.17B

Previous: $1.02B+14.9%
Stock-Based Comp

$2.76M

Previous: $2.6M+6.3%

Revenue & EPS history

Forward Air · Revenue · Quarterly

$467M

Q1 2022+28.9%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Forward Air · $467M total across 2 segments · Q1 2022

  • Expedited Freight
    $377M+23.8%
  • Intermodal
    $90.4M+54.6%

Forward guidance

The Company expects year-over-year revenue growth of 18% to 22% and net income per diluted share to be between $1.59 to $1.63 for the second quarter 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.1%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.8%

Avg return

30 days after

55%

37 / 67 earnings

Positive

+27.5%

Q2 2024

Best reaction

-19.8%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.1%-11.3%+24.3%
Q4 2025+4.6%+0.0%-32.5%
Q3 2025+0.7%+16.1%+41.9%
Q1 2025+0.3%+9.7%+8.5%
Q4 2024-10.7%-14.0%-19.5%
Q3 2024+6.6%+3.4%+0.2%
Q2 2024+27.5%+15.9%+49.5%
Q1 2024-19.8%-22.7%-1.1%
Q4 2023-7.5%-20.8%-22.5%
Q3 2023-8.5%-5.9%-9.7%
Q2 2023-5.4%-6.3%-39.5%
Q1 2023-6.5%-7.8%-7.8%
Q4 2022-15.3%-11.1%-8.7%
Q3 2022+0.6%+4.9%+9.7%
Q2 2022+6.9%+10.0%+7.2%
Q1 2022+6.7%+8.1%+2.5%
Q4 2021-5.0%-5.5%-5.7%
Q3 2021+3.2%+11.4%+7.6%
Q2 2021+2.0%+2.9%+2.8%
Q1 2021+1.1%+11.8%+11.0%
Q4 2020+1.6%+5.8%+17.0%
Q3 2020+4.9%+11.0%+23.6%
Q2 2020-1.6%+2.8%+11.8%
Q1 2020-9.3%-11.2%-7.1%
Q4 2019-4.7%-7.1%-15.6%
Q3 2019+6.8%+8.2%+5.6%
Q2 2019+3.8%+1.4%-5.0%
Q1 2019-1.5%-6.5%-13.8%
Q4 2018+9.0%+10.2%+4.7%
Q3 2018-8.3%-7.4%-1.7%
Q2 2018+8.4%+7.6%+10.7%
Q1 2018+5.2%+3.1%+14.1%
Q4 2017-6.0%-4.5%-3.9%
Q3 2017-1.1%-2.1%-6.1%
Q2 2017-6.7%-4.8%-6.3%
Q1 2017+7.8%+4.1%+2.6%
Q4 2016+6.1%+6.8%+1.6%
Q3 2016-1.5%-0.7%+16.4%
Q2 2016+4.9%+4.4%+2.7%
Q1 2016+0.3%
Q4 2015-13.4%
Q3 2015+3.7%
Q2 2015-5.1%
Q1 2015+3.2%
Q4 2014+6.1%
Q3 2014-4.5%
Q2 2014+0.3%
Q1 2014-3.2%
Q4 2013-0.5%
Q3 2013+1.2%
Q2 2013-5.2%
Q1 2013+0.0%
Q4 2012+0.6%
Q3 2012+5.8%
Q2 2012+4.6%
Q1 2012-0.7%
Q4 2011-2.3%
Q3 2011-2.9%
Q2 2011-2.5%
Q1 2010+1.6%
Q4 2010+1.6%
Q1 2011+6.4%
Q4 2008+2.4%
Q2 2009-1.9%
Q3 2009-1.9%
Q2 2010+2.3%
Q4 2009+2.3%

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