NASDAQ$OFS

Ofs Capital Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Announced first quarter 2024 financial results and declared second quarter distribution of $0.34 per share.

OFS Capital Corporation announced its financial results for the fiscal quarter ended March 31, 2024. Net investment income increased to $0.42 per common share. The investment portfolio’s weighted-average performing income yield decreased to 13.0% from 14.1% during the prior quarter.

  • Net investment income increased to $0.42 per common share for the quarter ended March 31, 2024 from $0.35 per common share for the quarter ended December 31, 2023.
  • Net loss on investments of $1.09 per common share for the quarter ended March 31, 2024, primarily comprised of net unrealized depreciation of $1.15 per common share.
  • Net asset value decreased from $12.09 as of December 31, 2023 to $11.08 as of March 31, 2024.
  • As of March 31, 2024, based on fair value, 91% of the loan portfolio consisted of floating rate loans and approximately 100% of the loan portfolio consisted of first lien and second lien loans.

Headline financials

Total Revenue

$6.39M

Previous: $5.12M+25.0%
EPS

$0.42

Previous: $0.37+13.5%
NAV per Share

$11.08

No prior period
Free Cash Flow

-$9.05M

Previous: $3.81M-337.8%
Net Income

-$9.05M

Previous: $3.81M-337.8%
Operating Income

$2.26M

Previous: $556K+306.5%
Gross Profit

$6.39M

Previous: $5.12M+25.0%
Cash & Equivalents

$6.09M

Previous: $10.8M-43.5%
Total Assets

$410M

Previous: $515M-20.4%

Revenue & EPS history

OFS Capital · Revenue · Quarterly

$6.39M

Q1 2024+25%vs Q1 2023
Beat estimate in 1 of 13 quarters(8%)
ActualEstimate

Forward guidance

Management believes that the Company continues to benefit from the current interest rate environment due to a high percentage of floating rate loans in the portfolio and a majority of liabilities that have a fixed rate of interest.

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 2024

Historical avgQ1 2024

+1.2%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.6%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+14.2%

Q3 2022

Best reaction

-8.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-2.0%-14.4%
Q4 2025-3.9%-6.7%-17.9%
Q3 2025-0.1%-26.9%-32.0%
Q1 2025-1.2%-3.1%-6.4%
Q4 2024+4.2%+6.9%+8.6%
Q3 2024-1.0%-2.3%-0.5%
Q2 2024-5.0%-5.3%-4.8%
Q1 2024-2.5%-2.4%+0.6%
Q4 2023-8.1%-8.5%-12.5%
Q3 2023+1.7%+5.5%+9.8%
Q2 2023+0.3%-1.7%+5.0%
Q1 2023+1.1%+3.0%-1.4%
Q4 2022+8.2%+7.7%+4.1%
Q3 2022+14.2%+11.3%+13.0%
Q2 2022-0.1%-2.2%-6.8%
Q1 2022-2.5%-0.9%+2.6%
Q4 2021+9.1%+10.9%+33.1%
Q3 2021+3.4%+0.9%+0.2%
Q4 2020+4.3%+7.0%+7.9%

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