NASDAQ$MCW

Mister Car Wash Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Mister Car Wash reported strong fourth-quarter results with record revenue and EBITDA growth.

Mister Car Wash saw a 9% increase in net revenues, reaching $251.2 million. Net income was $9.2 million, while adjusted net income was $30.7 million. The company expanded its footprint, adding 14 new locations. Comparable-store sales grew by 6.0%, and the Unlimited Wash Club (UWC) memberships continued to grow, contributing 75% of total wash sales.

  • Net revenue increased 9% year-over-year to $251.2 million.
  • Comparable-store sales grew 6.0% during the quarter.
  • Net income was $9.2 million, with adjusted net income of $30.7 million.
  • The company opened 14 new greenfield locations, bringing the total to 514.

Headline financials

Total Revenue

$251M

Previous: $230M+9.2%
EPS (adj)

$0.09

Previous: $0.07+28.6%
UWC Sales Mix

75.0%

No prior period
UWC Members

2.2M

No prior period
Total Locations

514

No prior period
Net Income

$9.17M

Previous: $12.4M-25.9%
Operating Income

$31.8M

Previous: $40.5M-21.4%

Revenue & EPS history

Mister Car Wash · Revenue · Quarterly

$251M

Q4 2024+9.2%vs Q4 2023
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

Mister Car Wash expects moderate revenue growth in 2025, with continued expansion in new locations and UWC memberships. The company anticipates adjusted net income between $141 million and $149 million.

Tailwinds

  • Net revenue expected to reach between $1.038 billion and $1.064 billion.
  • Comparable-store sales growth projected between 1.0% and 3.0%.
  • Adjusted net income forecasted between $141 million and $149 million.
  • Plans to open 30 to 35 new greenfield locations.
  • Continued expansion of UWC memberships expected.

Headwinds

  • Interest expense projected at approximately $63 million.
  • Rent expenses expected to rise to $123 million.
  • Capital expenditures forecasted between $275 million and $305 million.
  • Sale-leaseback transactions anticipated to drop to $40 million to $50 million.
  • Potential impact of economic uncertainty on consumer spending.

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 Q4 2024

Historical avgQ4 2024

+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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