NASDAQ$WRLD

World Acceptance Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Growth in loan balances and customer base was slowed, with net income decreasing due to increased provision for credit losses and net charge-offs.

World Acceptance Corporation reported a decrease in net income for the third quarter of fiscal year 2023, with net income at $5.8 million compared to $7.3 million in the same quarter of the previous year. Total revenues also decreased slightly by 1.4% to $146.5 million. The company slowed its growth in loan balances and customer base by reducing marketing spend and tightening underwriting requirements amid economic uncertainties.

  • Net income decreased to $5.8 million.
  • Diluted net income per share decreased to $0.98.
  • Total revenues decreased to $146.5 million.
  • Gross loans outstanding decreased to $1.55 billion, a 3.2% decrease from prior year.

Headline financials

Total Revenue

$146M

Previous: $149M-1.4%
EPS (adj)

-$0.78

Previous: $1.14-168.4%
Branches Open (Period End)

1.1K

Previous: 1.2K-9.8%
Capital Expenditures

-$4.52M

Previous: -$4.48M-0.8%
Free Cash Flow

$201M

Previous: $167M+20.9%
Net Income

$5.76M

Previous: $7.33M-21.4%
Operating Income

$13.5M

Previous: $7.11M+89.7%
Gross Profit

$86.9M

Previous: $92.1M-5.7%
Cash & Equivalents

$21M

Previous: $18.7M+12.3%
Total Assets

$1.22B

Previous: $1.27B-4.2%
Stock-Based Comp

-$254K

Previous: $4.31M-105.9%

Revenue & EPS history

World Acceptance · Revenue · Quarterly

$146M

Q3 2023-1.4%vs Q3 2022
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

World Acceptance · $146M total across 2 segments · Q3 2023

  • Interest and Fee Income
    $126M-1.5%
  • Insurance and Other Income, Net
    $20.3M-0.6%

Forward guidance

World Acceptance expects to see significant improvement in the 90 days past due bucket in the fiscal fourth quarter due to the improvement seen in the Company’s front end delinquency.

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 2023

Historical avgQ3 2023

-1.6%

Avg return

Earnings day

-3.1%

Avg return

5 days after

+2.0%

Avg return

30 days after

47%

30 / 64 earnings

Positive

+29.7%

Q4 2017

Best reaction

-25.1%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.7%-7.9%+7.8%
Q3 2026-17.5%-15.0%-2.2%
Q2 2026-3.9%-10.5%+9.3%
Q1 2026-0.9%-5.6%-4.1%
Q4 2025+3.4%-3.1%+13.8%
Q3 2025+16.3%+9.1%+3.2%
Q2 2025+1.6%+1.6%+2.7%
Q1 2025-16.1%-16.4%-19.9%
Q4 2024+0.3%-2.3%-7.4%
Q3 2024+16.5%+15.3%+5.0%
Q2 2024-13.7%-17.6%-6.4%
Q1 2024+10.4%+8.7%-1.8%
Q4 2023+14.1%+10.8%+22.3%
Q3 2023+27.3%+18.2%+15.9%
Q2 2023-25.1%-23.4%-30.6%
Q1 2023-5.6%-4.6%+0.8%
Q4 2022-14.8%-26.9%-32.7%
Q3 2022-5.3%-16.5%-10.6%
Q2 2022-24.0%-11.0%+3.9%
Q1 2022+9.1%+13.1%+13.8%
Q4 2021+1.0%+7.2%+14.6%
Q3 2021-7.4%+37.7%+0.7%
Q2 2021-9.9%-14.7%-1.5%
Q1 2021+4.5%+6.1%+32.7%
Q4 2020+6.5%-10.1%+35.3%
Q3 2020-2.0%-9.9%-11.5%
Q2 2020-20.8%-24.8%-28.2%
Q1 2020-24.1%-21.3%-17.9%
Q4 2019+7.3%+3.3%+4.2%
Q3 2019-8.4%-5.4%+11.1%
Q2 2019+7.1%+5.4%+7.3%
Q1 2019-9.8%-10.7%+6.1%
Q4 2018+4.0%+1.9%+6.6%
Q3 2018+15.1%+20.9%+13.8%
Q2 2018-12.0%-11.7%-4.5%
Q1 2018-1.9%+2.6%-1.3%
Q4 2017+29.7%+24.4%+30.6%
Q3 2017-19.6%-18.8%-10.9%
Q2 2017-3.1%+0.6%+24.3%
Q1 2017-21.0%-22.7%-15.4%
Q4 2016-4.3%
Q3 2016-23.3%
Q2 2016+2.4%
Q4 2015+13.6%
Q3 2015-4.4%
Q2 2015-1.8%
Q1 2015+5.1%
Q4 2012+0.5%
Q4 2014-9.8%
Q3 2014+9.6%
Q2 2014-5.0%
Q1 2014-2.5%
Q4 2013-0.6%
Q3 2013+1.0%
Q2 2013-3.0%
Q1 2013+2.8%
Q4 2010-1.2%
Q3 2011+2.6%
Q3 2012+2.6%
Q2 2011-1.1%
Q2 2012-1.1%
Q4 2011+2.7%
Q1 2011+2.7%
Q1 2012+2.7%

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