NASDAQ$MYRG

MYR Group Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

MYR Group's first quarter results were announced, showing revenue growth and increased net income compared to the same period last year.

MYR Group reported a strong first quarter in 2023, with revenues reaching $811.6 million and net income increasing by 12.0% to $23.2 million, or $1.38 per diluted share. The company's backlog reached a record $2.67 billion, positioning it well for future growth, despite a decrease in gross margin due to labor inefficiencies and rising costs.

  • MYR Group reported first-quarter revenues of $811.6 million, a 27.5% increase compared to Q1 2022.
  • Net income for the first quarter of 2023 was $23.2 million, or $1.38 per diluted share, a 12.0% increase year-over-year.
  • The company's backlog reached a record $2.67 billion as of March 31, 2023.
  • Gross margin decreased to 10.4% in Q1 2023, compared to 12.6% in Q1 2022, due to labor inefficiencies, supply chain disruptions, and rising costs.

Headline financials

Total Revenue

$812M

Previous: $637M+27.5%
EPS (adj)

$1.32

Previous: $1.21+9.1%
Backlog

$2.67B

Previous: $2.41B+10.8%
EBITDA

$41.3M

Previous: $39.6M+4.4%
Capital Expenditures

-$19.6M

Previous: -$14M-39.7%
Free Cash Flow

$3.55M

Previous: $6.65M-46.7%
Net Income

$23.2M

Previous: $20.7M+12.0%
Operating Income

$27.4M

Previous: $24.9M+10.1%
Gross Profit

$84.4M

Previous: $80.5M+4.9%
Cash & Equivalents

$47M

Previous: $18.7M+151.1%
Total Assets

$1.36B

Previous: $1.21B+12.8%
Stock-Based Comp

$1.98M

Previous: $1.62M+22.0%

Revenue & EPS history

MYR Group · Revenue · Quarterly

$812M

Q1 2023+27.5%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

MYR Group · $864M total across 2 segments · Q4 2022

  • Transmission & Distribution
    $514M
  • Commercial & Industrial
    $350M

Forward guidance

MYR Group entered 2023 with positive momentum from a strong 2022 performance and record backlog, resulting in solid first quarter results. The company continues to expand customer relationships and strategically capture new work for future growth.

Tailwinds

  • Strong financial performance in 2022.
  • Record-setting backlog.
  • Net income increased by 12.0 percent compared to the first quarter of 2022.
  • Revenues increased compared to the same period of 2022.
  • Continued expansion of strong customer relationships.

Headwinds

  • Gross margin decreased due to labor inefficiencies.
  • Inclement weather impacted labor efficiencies on certain projects.
  • Supply chain disruptions experienced on certain projects.
  • Increase in cost associated with an adjustment to sales tax accruals for prior periods.
  • Rising costs associated with inflation.

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 Q1 2023

Historical avgQ1 2023

-0.0%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+5.7%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+20.3%

Q1 2025

Best reaction

-21.6%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%+37.9%+40.6%
Q4 2025-0.8%-1.6%-0.2%
Q3 2025-5.4%+2.1%-0.5%
Q1 2025+20.3%+25.0%+28.2%
Q4 2024-4.7%-4.1%-7.6%
Q3 2024+12.5%+14.4%+35.6%
Q2 2024-21.6%-30.9%-27.5%
Q1 2024-8.6%-8.3%-6.7%
Q4 2023-2.9%+0.7%+5.7%
Q3 2023-4.2%-7.8%+4.2%
Q2 2023-3.8%-4.9%-6.0%
Q1 2023+5.6%+6.1%+9.2%
Q4 2022+15.4%+22.0%+23.4%
Q3 2022-12.3%-4.4%+6.5%
Q2 2022+4.7%+5.3%+4.5%
Q1 2022-5.6%-11.4%+6.5%
Q4 2021+3.5%+2.4%+13.8%
Q3 2021-5.6%-4.4%+5.7%
Q2 2021+4.3%+0.5%+13.2%
Q1 2021+9.8%+13.5%+21.4%
Q4 2020-5.7%+2.7%+19.2%
Q3 2020-0.8%+0.1%+19.1%
Q2 2020+18.0%+15.9%+17.0%
Q1 2020+8.1%-1.4%+3.8%
Q4 2019+18.7%-0.5%-13.3%
Q3 2019+4.7%+0.7%+4.6%
Q2 2019-15.7%-21.3%-23.9%
Q1 2019-0.2%-3.1%-10.7%
Q4 2018+7.1%+14.6%+11.5%
Q3 2018-0.8%+0.4%-8.0%
Q2 2018+6.7%-2.0%-5.7%
Q1 2018+17.1%+22.4%+29.5%
Q4 2017+11.4%+9.3%-7.9%
Q3 2017-5.4%+4.9%+10.3%
Q2 2017-18.6%-17.2%-19.7%
Q1 2017-20.3%-18.7%-29.5%
Q4 2016+11.3%+7.3%+8.2%
Q3 2016+6.0%+8.2%+29.4%
Q2 2016+5.9%+11.4%+19.2%
Q1 2016-9.1%
Q4 2015+5.7%
Q3 2015-11.5%
Q2 2015-1.8%
Q1 2015+0.4%
Q4 2014+11.9%
Q3 2014+3.3%
Q2 2014-3.7%
Q1 2014-2.3%
Q4 2013+1.0%
Q3 2013-8.3%
Q2 2013+4.3%
Q1 2013-10.8%
Q4 2012-1.9%
Q3 2012-9.3%
Q2 2012+5.1%
Q1 2011-13.0%
Q1 2012+0.4%
Q4 2009-1.7%
Q4 2011-1.7%
Q3 2010-2.2%
Q3 2011-2.2%
Q2 2011-3.9%
Q4 2010-3.9%
Q2 2010-3.9%
Q1 2010+8.4%

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