NASDAQ$RDNW

RideNow Group Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported solid results driven by robust unit sales and GPU performance in the Powersports Segment.

RumbleOn reported Q3 2022 financial results with a total company revenue of $470.3 million and a gross profit of $116.3 million. The Powersports segment was a significant contributor, with revenue of $385.4 million. The company's net income was $3.0 million, with diluted earnings per share of $0.19. They also announced exploring strategic alternatives for the Automotive business.

  • Total Company Revenue of $470.3 million and Gross Profit of $116.3 million were delivered.
  • Total Unit Sales reached 19,908 across Powersports and Automotive Segments.
  • Powersports Segment Revenue was $385.4 million, comprising 82% of Total Company Revenue.
  • Net Income amounted to $3.0 million with Diluted Earnings per Share of $0.19.

Headline financials

Total Revenue

$470M

Previous: $221M+112.6%
EPS (adj)

$0.27

Previous: -$3.25+108.3%
Capital Expenditures

-$4.33M

Previous: -$7.61M+43.1%
Free Cash Flow

-$1.3M

Previous: -$30.2M+95.7%
Net Income

$3.04M

Previous: -$22.5M+113.5%
Operating Income

$13.6M

Previous: -$22.7M+159.9%
Gross Profit

$116M

Previous: $37.4M+211.2%
Cash & Equivalents

$39.7M

Previous: $68.3M-41.8%
Total Assets

$1.3B

Previous: $1.01B+28.9%
Stock-Based Comp

$2.61M

Previous: $24.7M-89.5%

Revenue & EPS history

RumbleON · Revenue · Quarterly

$470M

Q3 2022+112.6%vs Q3 2021
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

RumbleON · $260M total across 1 segment · Q1 2026

  • Powersports Dealership Group
    $260M

Forward guidance

RumbleOn revised its full year 2022 outlook with Total Company Revenue within the range of $1.85 to $1.90 billion and Adjusted EBITDA of at least $125 million.

Tailwinds

  • Anticipate both sequential and year-over-year growth in Powersports and Vehicle Logistics Segments in the fourth quarter.
  • Powersports Segment revenue of at least $1.50 billion.
  • Growth in Used Retail Powersports Units to be in excess of 50% year-over-year.
  • Low single-digit decline in New Powersports Units year-over-year.
  • RumbleOn has a durable business model with unique advantages enabling us to continue to deliver revenue growth and profitability, with strong unit economics, and robust cash generation

Headwinds

  • Activity around Automotive will be muted for the remainder of the year.
  • Expect sequential declines in unit volumes and revenue in the Automotive segment.
  • Non-Powersports Segments (Automotive & Vehicle Logistics) revenue within the range of $350 to $400 million driven by anticipated volume declines in the Automotive Segment.
  • Due to expected lower realized gross margin in the Automotive Segment and anticipated modest gross margin compression in the Powersports Segment.
  • Continued expectation of ongoing organic investments and integration costs resulting in no SG&A leverage for the remainder of this year.

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 Q3 2022

Historical avgQ3 2022

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro