NASDAQ$MCW

Mister Car Wash Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Mister Car Wash's financial performance demonstrated resilience with revenue growth and UWC membership increase.

Mister Car Wash reported a 14.2% increase in net revenues, reaching $225.2 million, and a 2.4% increase in comparable store sales. The company added over 59,000 Unlimited Wash Club members, bringing the total to 1.841 million, a 20% increase year-over-year. Net income was $35.7 million, or $0.11 per diluted share.

  • Net revenues increased by 14.2% to $225.2 million.
  • Comparable stores sales increased by 2.4%.
  • Unlimited Wash Club memberships increased by 20.0%, reaching 1.841 million members.
  • Net income was $35.7 million, with earnings per diluted share at $0.11.

Headline financials

Total Revenue

$225M

Previous: $197M+14.2%
EPS (adj)

$0.11

Previous: $0.14-21.4%
Comparable-Store Sales Growth

2.4%

Previous: 93.0%-97.4%
UWC Sales Mix

66.2%

Previous: 62.0%+6.8%
UWC Members

1.8M

Previous: 1.5M+22.7%
Total Locations

409

Previous: 351+16.5%
Capital Expenditures

-$76.4M

Previous: -$44.2M-72.9%
Free Cash Flow

-$40.7M

Previous: -$154M+73.6%
Net Income

$35.7M

Previous: -$110M+132.3%
Operating Income

$54.3M

Previous: -$138M+139.4%
Gross Profit

$156M

Previous: $109M+42.7%
Cash & Equivalents

$37.7M

Previous: $155M-75.7%
Total Assets

$2.56B

Previous: $2.04B+25.3%
Stock-Based Comp

$5.98M

Previous: $203M-97.1%

Revenue & EPS history

Mister Car Wash · Revenue · Quarterly

$225M

Q2 2022+14.2%vs Q2 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

The Company is adjusting its outlook for the fiscal year ending December 31, 2022.

Tailwinds

  • Net revenues are expected to be $860 to $880 million.
  • Comparable stores sales growth % is expected to be 3.0% to 5.0%.
  • Adjusted net income is expected to be $118 to $128 million.
  • Adjusted EBITDA is expected to be $268 to $278 million.
  • Sale leasebacks are expected to be $140 to $150 million.

Headwinds

  • Previous net revenues were expected to be $875 to $895 million.
  • Previous comparable stores sales growth % was expected to be 5.0% to 7.0%.
  • Previous adjusted net income was expected to be $144 to $153 million.
  • Previous adjusted EBITDA was expected to be $284 to $297 million.
  • Capital expenditures are expected to be $235 to $285 million.

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 Q2 2022

Historical avgQ2 2022

+1.5%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+0.2%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+26.1%

Q3 2023

Best reaction

-15.0%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%-0.4%
Q4 2025+16.5%+16.3%+15.8%
Q3 2025+8.4%+5.2%+2.7%
Q2 2025-5.9%-8.6%-7.0%
Q1 2025+9.2%+9.8%+3.2%
Q4 2024-1.6%-0.9%+6.6%
Q3 2024+15.9%+22.5%+23.5%
Q2 2024-4.6%-10.8%-15.2%
Q1 2024+4.3%+14.2%+5.1%
Q1 2021-1.2%+5.5%-2.8%
Q4 2023-13.4%-14.4%-15.9%
Q3 2023+26.1%+26.5%+54.6%
Q2 2023-15.0%-19.5%-17.5%
Q1 2023+0.7%+2.9%-6.7%
Q4 2022+4.0%+2.0%-7.7%
Q3 2022+21.9%+14.9%+13.4%
Q2 2022-11.6%-6.1%-13.3%
Q1 2022-6.8%-3.4%-2.2%
Q4 2021+0.6%-0.3%-7.5%
Q3 2020+2.1%-4.6%-1.4%
Q3 2021-5.0%-3.0%-4.9%
Q4 2020-8.9%-6.1%-9.5%
Q2 2021-1.7%-9.3%-8.5%
Q2 2020
Q1 2020

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