NASDAQ$ONEW

OneWater Marine Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Announced fiscal fourth quarter and full-year 2024 results, optimizing costs and inventory, and well-positioned entering fiscal year 2025.

OneWater Marine Inc. reported a decrease in revenue for fiscal fourth quarter 2024 to $377.9 million, a 16.2% decrease compared to the prior year, with a net loss of $(10.4) million. The company's performance was impacted by Hurricane Helene, which disrupted sales during the last 10 days of the month. Looking to fiscal 2025, the company expects a slower start to the year due to ongoing hurricane impacts but remains cautiously optimistic about the full year outlook.

  • Revenue for fiscal fourth quarter 2024 was $377.9 million, a decrease of 16.2% compared to fiscal fourth quarter 2023.
  • Same-store sales decreased 17%.
  • Net loss for fiscal fourth quarter 2024 totaled $(10.4) million, compared to net loss of $(110.9) million in fiscal fourth quarter 2023, which included a $147.4 million non-cash impairment charge.
  • Adjusted EBITDA decreased 73.7% to $7.8 million compared to $29.8 million for fiscal fourth quarter 2023.

Headline financials

Total Revenue

$378M

Previous: $451M-16.2%
EPS (adj)

-$0.36

Previous: $0.42-185.7%
Capital Expenditures

-$4.32M

No prior period
Free Cash Flow

$23.2M

No prior period
Net Income

-$10.4M

Previous: -$111M+90.6%
Operating Income

$4.49M

Previous: -$117M+103.8%
Gross Profit

$90.7M

Previous: $119M-23.8%

Revenue & EPS history

OneWater Marine · Revenue · Quarterly

$378M

Q4 2024-16.2%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

OneWater Marine · $36.7M total across 2 segments · Q4 2021

  • Service, parts & other sales
    $27M+33.3%
  • Finance & insurance income
    $9.68M+25.0%

Forward guidance

For fiscal full year 2025, OneWater anticipates revenue to be in the range of $1.7 billion to $1.85 billion and dealership same-store sales to be up low single digits. Adjusted EBITDA is expected to be in the range of $80 million to $110 million and Adjusted Diluted Earnings Per Share is expected to be in the range of $1.00 to $2.00.

Tailwinds

  • Revenue to be in the range of $1.7 billion to $1.85 billion.
  • Dealership same-store sales to be up low single digits.
  • Adjusted EBITDA is expected to be in the range of $80 million to $110 million.
  • Adjusted Diluted Earnings Per Share is expected to be in the range of $1.00 to $2.00.

Headwinds

  • Slower start to the year given the ongoing impacts from Hurricanes Helene and Milton.

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 Q4 2024

Historical avgQ4 2024

-1.8%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-0.5%

Avg return

30 days after

44%

11 / 25 earnings

Positive

+13.7%

Q1 2025

Best reaction

-28.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-7.4%+7.3%+9.0%
Q1 2026-2.9%+5.5%-13.9%
Q4 2025-10.2%-20.8%-25.5%
Q2 2025-8.5%-17.4%-1.6%
Q1 2025+13.7%+16.8%+7.9%
Q4 2024-15.6%-18.8%-10.8%
Q3 2024-19.0%-26.8%-21.4%
Q2 2024+12.6%+12.0%+28.2%
Q1 2024+7.3%+3.0%+4.0%
Q4 2023-1.9%-1.3%+19.1%
Q3 2023-28.2%-27.9%-28.2%
Q2 2023+8.4%+12.4%+20.1%
Q1 2023-12.0%-12.2%-15.2%
Q4 2022-7.7%-6.1%-6.3%
Q3 2022+7.5%+4.5%+6.1%
Q2 2022+2.3%+3.5%-1.1%
Q1 2022-2.9%+2.9%-2.1%
Q4 2021+7.2%+7.3%-2.9%
Q3 2021+6.2%+4.0%-7.2%
Q2 2021-0.4%+7.1%-4.2%
Q1 2021+7.0%+0.3%+5.9%
Q4 2020+1.9%+15.5%+16.7%
Q3 2020-11.5%-6.2%+2.8%
Q2 2020+9.8%+17.5%+70.2%
Q1 2020-0.5%-15.2%-61.7%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2017

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