NASDAQ$OFS

Ofs Capital Corp · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

OFS Capital reported increased net investment income and adjusted net investment income, alongside a rise in net asset value per share.

OFS Capital Corporation announced its financial results for the fourth quarter and full year ended December 31, 2021. The company's net investment income increased to $0.33 per share, and adjusted net investment income rose to $0.47 per share. Net asset value per share increased to $15.18. The board declared a distribution of $0.28 per common share for the first quarter of 2022, a 12% increase compared to the prior quarter.

  • Net investment income for Q4 2021 was $0.33 per common share, compared to $0.24 for the previous quarter.
  • Adjusted net investment income for Q4 2021 was $0.47 per common share, compared to $0.25 per share for the previous quarter.
  • Net asset value per share increased to $15.18 at December 31, 2021, from $14.16 at September 30, 2021.
  • Earnings per common share for Q4 2021 was $1.27, compared to $0.98 per common share for the previous quarter.

Headline financials

Total Revenue

$15.3M

Previous: $11.1M+37.1%
EPS (adj)

$0.47

Previous: $0.22+113.6%
Net Income

$4.43M

Previous: $3M+47.5%
Operating Income

$17.1M

No prior period
Cash & Equivalents

$43M

Previous: $37.7M+14.0%
Total Assets

$569M

Previous: $484M+17.6%

Revenue & EPS history

OFS Capital · Revenue · Quarterly

$15.3M

Q4 2021+37.1%vs Q4 2020
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

OFS Capital's management expressed optimism about the company's positioning in a rising interest rate environment, highlighting the high percentage of floating rate loans in their debt portfolio.

Tailwinds

  • Strong origination activity
  • Increased portfolio income
  • Distribution increased for the sixth straight quarter
  • NAV increased 28% from December 31, 2020
  • Portfolio is well positioned with 92% of debt portfolio consisting of floating rates.

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 2021

Historical avgQ4 2021

+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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