NASDAQ$HYFM

Hydrofarm Holdings Group Inc. · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Hydrofarm reported strong first-quarter results, driven by increased net sales and improved gross profit.

Hydrofarm Holdings Group reported a strong start to 2021 with net sales increasing by 66.5% to $111.4 million and a significant rise in adjusted EBITDA to $9.9 million. The company also completed a follow-on equity offering, raising approximately $309.8 million, and acquired branded nutrient manufacturer, HEAVY 16.

  • Net sales increased by 66.5% to $111.4 million compared to the prior year period.
  • Gross profit increased by 100.8% to $23.2 million, representing 20.8% of net sales.
  • Net income attributable to common stockholders was $4.9 million, or $0.13 per diluted share, compared to a net loss of $3.7 million, or $0.18 per diluted share.
  • Adjusted EBITDA increased to $9.9 million compared to $1.6 million in the prior year period.

Headline financials

Total Revenue

$111M

Previous: $66.9M+66.5%
EPS (adj)

$0.19

Previous: -$0.18+205.6%
Adjusted EBITDA

$9.9M

Previous: $1.6M+518.8%
Gross Margin

20.8%

Previous: 17.3%+20.2%
Capital Expenditures

-$428K

Previous: $82K-622.0%
Free Cash Flow

$4.51M

Previous: -$1.83M+346.7%
Net Income

$4.94M

Previous: -$3.09M+259.7%
Operating Income

$6.38M

Previous: -$167K+3921.6%
Gross Profit

$23.2M

Previous: $11.6M+100.8%
Cash & Equivalents

$60.3M

Previous: $30M+100.6%
Total Assets

$283M

No prior period
Stock-Based Comp

$1M

Previous: $34K+2844.1%

Revenue & EPS history

Hydrofarm · Revenue · Quarterly

$111M

Q1 2021+66.5%vs Q1 2020
Beat estimate in 6 of 9 quarters(67%)
ActualEstimate

Forward guidance

Hydrofarm anticipates net sales growth between 30% and 40% and adjusted EBITDA of $36.0 million to $42.0 million for the full year 2021.

Tailwinds

  • Net sales growth between 30% and 40%.
  • Stronger growth in the first half of the year.
  • Adjusted EBITDA of $36.0 million to $42.0 million.
  • Full year margin expansion to approximately 8.1% to 8.9%.
  • Expects to accelerate its growth plans, including potential future acquisitions, using the net proceeds from the recent equity offering and the future exercise of the Investor Warrants.

Headwinds

  • Moderating growth in the second half of the year.
  • Additional annual facility expenses of approximately $2.0 to $3.0 million.
  • Capital expenditures of approximately $4.0 to $5.0 million.
  • An effective tax rate of 12% to 16% of pre-tax book income.
  • Uncertainties caused by the global COVID-19 pandemic.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-2.6%

Avg return

Earnings day

-4.3%

Avg return

5 days after

-7.5%

Avg return

30 days after

38%

10 / 26 earnings

Positive

+16.2%

Q4 2020

Best reaction

-22.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-0.9%-1.8%
Q1 2026-6.5%-10.3%-13.8%
Q3 2025-14.6%-21.9%-3.0%
Q2 2025-2.9%+0.0%-28.4%
Q1 2025+8.0%-1.9%-0.9%
Q4 2024-20.9%-26.8%-61.2%
Q3 2024-4.9%-2.7%+13.8%
Q2 2024+1.9%+0.0%+14.4%
Q1 2024-3.7%-10.2%-14.2%
Q4 2023+7.0%-2.1%+25.6%
Q3 2023+4.4%+0.0%+25.9%
Q2 2023-22.7%-22.4%-4.0%
Q1 2023-8.7%-15.0%-22.6%
Q4 2022+15.9%+18.5%-6.0%
Q3 2022+8.2%+19.7%-1.7%
Q2 2022+14.2%+30.5%+2.7%
Q1 2022-20.8%+1.9%-34.3%
Q4 2021-14.9%-28.5%-25.2%
Q4 2019-14.9%-28.5%-25.2%
Q3 2020-1.4%-10.7%-40.4%
Q3 2021+12.3%+10.8%-28.2%
Q2 2020-11.7%-8.2%+12.1%
Q2 2021-5.6%-16.6%+5.7%
Q1 2020+4.1%+3.3%+0.3%
Q1 2021-3.6%-0.3%-4.7%
Q4 2020+16.2%+10.8%+26.3%
Q3 2019
Q2 2019
Q1 2019

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