NASDAQ$PFLT

PennantPark Floating Rate Capital Ltd · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

PennantPark Floating Rate Capital Ltd. announced financial results for the third fiscal quarter ended June 30, 2020.

PennantPark Floating Rate Capital Ltd. reported a net change in net assets resulting from operations totaling $12.6 million, or $0.32 per share, for the three months ended June 30, 2020. The portfolio totaled $1,104.4 million as of June 30, 2020.

  • Achieved a 3% increase in adjusted NAV.
  • Reduced leverage.
  • Increased liquidity.
  • Portfolio totaled $1,104.4 million as of June 30, 2020.

Headline financials

Total Revenue

$22.8M

Previous: $22.9M-0.5%
EPS (adj)

$0.26

Previous: $0.29-10.3%
Weighted Average Yield on Debt Investments

7.4%

No prior period
Net Income

$12.6M

No prior period
Operating Income

$10.2M

No prior period

Revenue & EPS history

PennantPark Floating Rate · Revenue · Quarterly

$22.8M

Q3 2020-0.5%vs Q3 2019
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

PennantPark Floating Rate · $22.8M total across 2 segments · Q3 2020

  • First Lien Secured Debt
    $21M
  • Other Investments
    $1.8M

Forward guidance

The company expects that the COVID-19 pandemic will continue to have a material adverse impact on future net investment income, the fair value of portfolio investments, and the results of operations and financial condition of its portfolio companies.

Headwinds

  • COVID-19 pandemic will continue to have a material adverse impact on future net investment income.
  • COVID-19 pandemic will continue to have a material adverse impact on the fair value of our portfolio investments.
  • COVID-19 pandemic will continue to have a material adverse impact on the results of operations of our portfolio companies.
  • COVID-19 pandemic will continue to have a material adverse impact on the financial condition of our portfolio companies.
  • Risk of breaching the relevant covenants due to continued increase in unrealized depreciation of our investment portfolio

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 Q3 2020

Historical avgQ3 2020

-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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