NASDAQ$RDNW

RideNow Group Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

RumbleOn's revenue grew and gross profit increased in Q2 2021.

RumbleOn reported a 100% year-over-year revenue growth and a 131% increase in gross profit for the second quarter of 2021. Total revenue reached $168.3 million, and gross profit was $19.5 million. The company also highlighted the pending business combination with RideNow, expected to close soon.

  • Total vehicle unit sales increased by 55% year-over-year to 5,711 units.
  • Total revenue increased by 100% year-over-year to $168.3 million.
  • Total gross profit increased by 131% year-over-year to $19.5 million, with a gross margin of 11.6%.
  • Operating income was $0.8 million, compared to $2.4 million in Q2 2020 which included $5.6 million of insurance proceeds related to the tornado damage in March 2020, and an improvement from an operating income of $(2.8) million in Q1 2021

Headline financials

Total Revenue

$168M

Previous: $84.3M+99.6%
EPS (adj)

-$1.05

Previous: -$1.79+41.3%
Total vehicles sold

5.7K

Previous: 3.7K+54.6%
Capital Expenditures

-$100K

Previous: -$175K+42.8%
Free Cash Flow

-$3.49M

Previous: $870K-501.3%
Net Income

-$3.39M

Previous: $1.04M-424.6%
Operating Income

$766K

Previous: $2.39M-67.9%
Gross Profit

$19.5M

Previous: $8.46M+130.7%
Cash & Equivalents

$25M

Previous: $3.06M+715.8%
Total Assets

$128M

Previous: $92.5M+38.5%
Stock-Based Comp

$701K

Previous: $716K-2.1%

Revenue & EPS history

RumbleON · Revenue · Quarterly

$168M

Q2 2021+99.6%vs Q2 2020
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

RumbleON · $41.1M total across 2 segments · Q2 2021

  • Powersports Dealership Group
    $28M+233.8%
  • Vehicle Transportation
    $13.1M+70.7%

Forward guidance

RumbleOn expects combined company revenue in a range of $1.45 billion to $1.55 billion and adjusted EBITDA in a range of $110.0 million to $115.0 million, assuming a combination as of January 1, 2021. Given the pending business combination with RideNow, RumbleOn will not be providing standalone guidance for the third quarter.

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 Q2 2021

Historical avgQ2 2021

+2.1%

Avg return

Earnings day

+2.9%

Avg return

5 days after

+4.1%

Avg return

30 days after

39%

15 / 38 earnings

Positive

+61.0%

Q2 2025

Best reaction

-38.1%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-3.7%
Q4 2025-7.3%-9.7%+0.4%
Q3 2025+0.6%+34.1%+62.8%
Q2 2025+61.0%+48.0%+111.0%
Q1 2025-7.7%-3.0%-32.2%
Q4 2024-5.5%-6.8%-34.2%
Q3 2024-9.2%-3.3%+10.7%
Q2 2024-2.5%-5.0%+2.5%
Q1 2024+26.2%+24.5%+13.1%
Q4 2023-25.6%-16.9%-20.4%
Q3 2023-2.8%-11.2%-15.6%
Q2 2023-20.8%-30.3%-39.0%
Q1 2023+21.3%+24.3%+60.8%
Q4 2022-0.3%+1.1%+8.1%
Q3 2022-38.1%-43.9%-53.3%
Q2 2022+21.9%+29.8%+10.5%
Q1 2022-3.1%+14.6%+16.5%
Q4 2021+23.6%+28.5%-19.5%
Q3 2021-11.1%-14.4%-22.7%
Q2 2021-6.4%-11.0%-10.0%
Q1 2021+10.4%+7.3%+2.3%
Q4 2020+35.4%+43.8%-2.1%
Q3 2020-1.2%-11.6%-21.2%
Q2 2020+38.1%+55.9%+49.2%
Q1 2020-4.1%-10.5%+106.0%
Q4 2019+15.5%+10.1%+34.4%
Q3 2019-34.2%-25.5%-64.7%
Q2 2019-3.6%-14.8%-31.2%
Q1 2019+0.0%-4.1%-9.1%
Q4 2018-6.4%-12.3%-8.6%
Q3 2018+3.2%+7.9%-5.7%
Q2 2018-1.3%-3.4%+9.1%
Q1 2018-6.2%-3.5%-10.0%
Q4 2017+5.2%+7.9%+2.7%
Q4 2016+5.2%+7.9%+2.7%
Q3 2017-4.7%-4.7%+2.8%
Q2 2017+0.0%+0.0%+14.3%
Q1 2017+15.0%+15.0%+30.0%
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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