NASDAQ$PFLT

PennantPark Floating Rate Capital Ltd · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

PennantPark Floating Rate Capital Ltd. reported solid performance with increased investment income and NAV for the first quarter ended December 31, 2023.

PennantPark Floating Rate Capital Ltd. announced its financial results for the first quarter ended December 31, 2023. The company reported a net investment income of $19.4 million, or $0.33 per share, compared to $13.7 million, or $0.30 per share, for the same period in the prior year. Investment income increased to $38.0 million, driven by a higher cost yield on the debt portfolio.

  • Portfolio totaled $1,270.9 million as of December 31, 2023, with $1,090.5 million in first lien secured debt.
  • Net investment income for the quarter was $19.4 million, or $0.33 per share.
  • Investment income for the quarter was $38.0 million, driven by first lien secured debt.
  • Company invested $302.6 million in new and existing portfolio companies during the quarter.

Headline financials

Total Revenue

$38M

Previous: $13.8M+175.3%
EPS (adj)

$0.33

Previous: $0.30+10.0%
Weighted Average Yield on Debt Investments

12.5%

No prior period
Average Investment Size

$9M

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

$19.4M

Previous: -$1.62M+1297.5%
Operating Income

$19.5M

Previous: $6.58M+196.3%

Revenue & EPS history

PennantPark Floating Rate · Revenue · Quarterly

$38M

Q1 2024+175.3%vs Q1 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

PennantPark Floating Rate · $20.9M total across 2 segments · Q3 2021

  • First Lien Secured Debt
    $18.2M-13.3%
  • Other Investments
    $2.7M+50.0%

Forward guidance

Subsequent to December 31, 2023, the company invested $103.2 million in new and existing portfolio companies.

Tailwinds

  • Actively investing in new core middle market loans.
  • Driving meaningfully increased income through growing balance sheets.
  • Invested $103.2 million in four new and 23 existing portfolio companies
  • Weighted average yield on debt investments of 13.0%.
  • Liquidity and capital resources are sufficient to allow us to efficiently operate the business.

Headwinds

  • Operating activities used cash of $181.9 million.
  • Net realized losses totaled $(3.1) million.
  • One portfolio company on non-accrual, representing 0.1% of overall portfolio on a cost basis.
  • Net unrealized depreciation on investments totaled $(19.6) million.
  • General market conditions may impact investment values.

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 2024

Historical avgQ1 2024

-0.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-0.6%

Avg return

30 days after

48%

20 / 42 earnings

Positive

+8.8%

Q4 2020

Best reaction

-9.2%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.3%-3.6%-9.7%
Q1 2026-3.5%-8.5%-14.7%
Q4 2025-1.0%-0.2%-1.6%
Q3 2025-1.1%-2.3%-2.5%
Q2 2025-0.8%+0.2%+2.6%
Q4 2024-0.1%+2.5%+1.5%
Q3 2024+0.3%+2.1%+6.5%
Q2 2024-1.2%-1.5%-1.9%
Q1 2024+0.9%+2.3%+1.7%
Q4 2023+0.3%-0.4%+6.5%
Q3 2023-4.6%-5.1%-5.6%
Q2 2023+3.9%+3.1%+2.9%
Q1 2023-2.1%+0.0%-8.6%
Q4 2022-2.3%-1.7%-3.1%
Q3 2022-2.8%+1.3%-8.1%
Q2 2022-1.1%-8.1%-10.5%
Q1 2022+1.7%-0.8%-2.1%
Q4 2021-3.4%-3.3%-8.2%
Q3 2021+0.8%+0.6%-0.7%
Q2 2021+1.4%-0.2%+1.8%
Q1 2021+1.4%-0.5%+3.6%
Q4 2020+8.8%+11.7%+11.3%
Q3 2020-2.5%+0.6%+1.1%
Q2 2020+7.9%+5.7%+29.5%
Q1 2020+1.6%+3.6%-7.0%
Q4 2019-0.4%+2.9%+4.8%
Q3 2019+1.9%+2.2%+2.5%
Q2 2019-9.2%-8.5%-11.6%
Q1 2019-0.7%+0.5%-1.3%
Q4 2018+1.0%+2.2%-6.7%
Q3 2018+0.9%+0.1%-2.9%
Q2 2018+1.5%+1.7%+5.2%
Q1 2018-8.8%-3.8%-1.9%
Q4 2017-1.3%-1.1%-2.1%
Q3 2017+0.1%-2.1%-0.4%
Q2 2017+0.6%+1.2%+1.6%
Q1 2016-0.6%-3.3%-2.3%
Q4 2016-0.5%+1.6%+4.7%
Q3 2016+2.0%+2.4%+2.8%
Q2 2016+0.7%
Q4 2015-0.9%
Q3 2011-2.3%

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