NASDAQ$TPICQ

TPI Composites Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Improved profitability driven by operational execution and strategic initiatives.

TPI Composites reported improved profitability in Q3 2024, driven by 89% plant utilization, progress in transitioning to next-generation blades, and the elimination of losses from the divested Automotive business and the closed Nordex Matamoros plant. Sales reached $380.8 million, reflecting 23% sequential quarterly growth.

  • Adjusted EBITDA was $8.0 million, compared to $0.2 million in the same period last year, with an adjusted EBITDA margin of 2.1%.
  • Net sales increased 2.8% to $380.8 million compared to $370.2 million in the same period in 2023.
  • Net loss from continuing operations attributable to common stockholders decreased to $38.6 million, compared to a net loss of $43.0 million in the same period in 2023.
  • The company is well-positioned to capitalize on long-term growth in the U.S. onshore wind market and expects strong demand in the U.S. that will push plants in Mexico to near capacity utilization in 2025.

Headline financials

Total Revenue

$381M

Previous: $373M+2.1%
EPS

-$0.84

Previous: -$1.71+50.9%
Adjusted EBITDA Margin

2.1%

No prior period
Capital Expenditures

-$22.1M

Previous: -$15.8M-39.3%
Free Cash Flow

-$96.9M

Previous: -$102M+4.7%
Net Income

-$40.1M

Previous: -$56.8M+29.5%
Operating Income

-$11.6M

Previous: -$46.9M+75.3%
Gross Profit

$2.77M

Previous: -$11.2M+124.8%
Cash & Equivalents

$126M

Previous: $161M-21.6%
Total Assets

$753M

Previous: $855M-12.0%
Stock-Based Comp

$1.64M

Previous: $2.58M-36.2%

Revenue & EPS history

TPI Composites · Revenue · Quarterly

$381M

Q3 2024+2.1%vs Q3 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%

Forward guidance

The company is positioned to achieve the midpoint of its full-year sales guidance.

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 2024

Historical avgQ3 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

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