NASDAQ$TPICQ

TPI Composites Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a decrease in net sales and a net loss from continuing operations, but showed improvement compared to the previous year due to the absence of a warranty charge and cost savings initiatives.

TPI Composites reported a decrease in net sales for Q2 2024, alongside a net loss, though the loss was smaller than the previous year. The company completed the divestiture of its Automotive business and closed the Nordex Matamoros plant. They are reaffirming their guidance for the full year 2024, however, they are narrowing their adjusted EBITDA guidance to the low end of the range.

  • Net sales decreased by 17.2% to $309.8 million compared to the same period in 2023.
  • Net loss from continuing operations attributable to common stockholders was $61.5 million, an improvement from the $74.3 million loss in the same period last year.
  • Adjusted EBITDA was a loss of $24.9 million, compared to a loss of $33.3 million in the same period in 2023.
  • The company reaffirmed its full-year 2024 guidance but narrowed its adjusted EBITDA guidance to the low end of the range.

Headline financials

Total Revenue

$310M

Previous: $381M-18.7%
EPS

-$1.92

Previous: -$1.90-1.1%
Adjusted EBITDA Margin

-8.0%

No prior period
Capital Expenditures

-$15.4M

Previous: -$6.69M-130.1%
Free Cash Flow

-$91.3M

Previous: -$80.9M-12.8%
Net Income

-$91.1M

Previous: -$65.2M-39.6%
Operating Income

-$37M

Previous: -$62.2M+40.5%
Gross Profit

-$24.4M

Previous: -$47.4M+48.4%
Cash & Equivalents

$102M

Previous: $170M-40.1%
Total Assets

$715M

Previous: $945M-24.3%
Stock-Based Comp

$1.05M

Previous: $4.04M-74.0%

Revenue & EPS history

TPI Composites · Revenue · Quarterly

$310M

Q2 2024-18.7%vs Q2 2023
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

TPI Composites · $355M total across 1 segment · Q1 2022

  • Wind Blades, Tooling & Other
    $355M-6.5%

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 Q2 2024

Historical avgQ2 2024

+2.3%

Avg return

Earnings day

-0.8%

Avg return

5 days after

-1.4%

Avg return

30 days after

44%

19 / 43 earnings

Positive

+105.9%

Q3 2025

Best reaction

-44.4%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2024+0.0%+0.0%-27.3%
Q3 2025+105.9%+18.5%+3.7%
Q2 2025-44.4%-18.1%-88.9%
Q1 2025-15.1%+0.0%+28.7%
Q3 2024-4.7%-23.3%-46.6%
Q2 2024+19.9%+19.1%+10.6%
Q1 2024+12.3%+21.0%+64.6%
Q4 2023+15.4%+20.1%+4.6%
Q3 2023-9.6%-14.7%+14.7%
Q2 2023+11.1%+0.8%-15.6%
Q1 2023-15.3%-16.5%+5.3%
Q4 2022+18.1%+20.9%-3.7%
Q3 2022+8.4%+1.7%+26.2%
Q2 2022+9.6%+24.8%+2.7%
Q1 2022-6.8%-17.9%+10.9%
Q4 2021+16.8%+44.0%+51.1%
Q3 2021-12.1%-19.9%-41.0%
Q2 2021+6.1%+10.5%-4.4%
Q1 2021-0.6%-7.2%-8.7%
Q4 2020-27.1%-25.6%-20.3%
Q3 2020+23.9%+13.8%+24.2%
Q2 2020-0.8%+1.8%-2.5%
Q1 2020+12.3%+8.5%+34.2%
Q4 2019-1.2%-3.2%-41.4%
Q3 2019-25.6%-18.6%-20.4%
Q2 2019-16.2%-25.0%-32.3%
Q1 2019-1.4%-7.0%-10.7%
Q4 2018-7.0%-7.3%-7.2%
Q3 2018-5.9%-10.7%-3.9%
Q2 2018-5.4%-10.3%-10.5%
Q1 2018+13.2%+19.8%+12.5%
Q4 2017+14.0%+12.9%+11.0%
Q3 2017-9.3%-17.7%-23.7%
Q2 2017+11.3%+9.6%+3.5%
Q1 2017+3.5%-9.2%-6.9%
Q1 2016+3.5%-9.2%-6.9%
Q1 2015-1.5%-4.4%+12.9%
Q4 2016+1.5%-4.7%+13.5%
Q3 2016-1.7%-8.8%+0.1%
Q3 2015-1.7%-8.8%+0.1%
Q2 2015-2.7%-4.5%+2.5%
Q4 2015-2.7%-4.5%+2.5%
Q2 2016+9.0%+13.6%+21.5%
Q4 2014
Q1 2014
Q4 2013

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