NYSE$ACEL

Accel Entertainment Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Accel Entertainment's first quarter results for 2023 reflected continued growth and strategic investments.

Accel Entertainment reported a strong first quarter in 2023, marked by revenue growth, increased net income, and strategic investments in new markets and technology. The company's performance reflects its continued expansion and operational efficiency.

  • Revenue increased to $343.9 million, demonstrating continued growth in the Illinois market and expansion into new markets.
  • Net income rose to $17.4 million, reflecting improved operational efficiency and profitability.
  • The company invested in new markets like Nebraska and acquired strategic assets to bolster its technology and service offerings.
  • Accel Entertainment remains focused on expanding its footprint and enhancing its technological capabilities to drive future growth.

Headline financials

Total Revenue

$293M

Previous: $197M+48.9%
EPS (adj)

$0.24

Previous: $0.19+26.3%
Total Locations

2.8K

Previous: 2.4K+16.1%
Total Gaming Terminals

13.9K

Previous: 13.8K+0.7%
Capital Expenditures

-$21.5M

Previous: -$6.75M-217.8%
Free Cash Flow

-$12.3M

Previous: $9.04M-235.9%
Net Income

$9.18M

Previous: $15.8M-41.8%
Operating Income

$27.7M

Previous: $21.2M+30.5%
Gross Profit

-$1.41M

Previous: -$133M+98.9%
Cash & Equivalents

$229M

Previous: $195M+17.3%
Total Assets

$870M

Previous: $625M+39.4%
Stock-Based Comp

$1.69M

Previous: $1.61M+5.2%

Revenue & EPS history

Accel Entertainment · Revenue · Quarterly

$293M

Q1 2023+48.9%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Accel Entertainment anticipates continued growth and expansion throughout 2023, driven by strategic investments and operational efficiencies. The company expects to capitalize on new market opportunities and enhance its technological capabilities to drive long-term value.

Tailwinds

  • Continued expansion into new markets such as Nebraska.
  • Strategic investments in technology to enhance service offerings.
  • Anticipated growth in the Illinois market.
  • Focus on operational efficiencies to improve profitability.
  • Potential for further acquisitions to expand market presence.

Headwinds

  • Potential regulatory changes in key markets.
  • Increased competition in the gaming and entertainment industry.
  • Economic downturn impacting consumer spending.
  • Integration challenges with newly acquired assets.
  • Uncertainty in the timeline for new market expansion.

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 Q1 2023

Historical avgQ1 2023

-0.7%

Avg return

Earnings day

-4.6%

Avg return

5 days after

+1.1%

Avg return

30 days after

53%

18 / 34 earnings

Positive

+29.1%

Q2 2020

Best reaction

-19.7%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%-4.8%-1.2%
Q4 2025+19.2%+3.7%-0.3%
Q3 2025-0.7%-1.5%+1.6%
Q1 2025+4.6%+6.0%+3.4%
Q4 2024-8.0%-10.9%-14.9%
Q3 2024-3.7%-3.8%+0.8%
Q2 2024+11.3%-0.7%+6.8%
Q1 2024-13.8%-13.3%-11.7%
Q4 2023+7.9%+7.7%+12.3%
Q3 2023+5.3%+3.5%-3.8%
Q2 2023+8.1%+2.8%+6.8%
Q1 2023+7.3%+3.1%+10.3%
Q4 2022+2.7%+2.8%-2.1%
Q3 2022-11.8%-11.5%-14.6%
Q2 2022-19.7%-11.8%-23.6%
Q1 2022-9.9%-16.1%-10.6%
Q4 2021+4.1%-1.9%-9.0%
Q3 2021+0.2%+2.2%+0.2%
Q2 2021+4.6%+3.0%+4.7%
Q1 2021+8.2%+10.7%+4.3%
Q4 2020-2.7%-10.2%-5.9%
Q3 2019+0.8%+7.9%+4.5%
Q3 2020+0.8%+7.9%+4.5%
Q2 2020+29.1%+27.5%+61.1%
Q1 2019-13.3%-7.9%+13.6%
Q1 2020-13.3%-7.9%+13.6%
Q4 2017-11.3%-35.6%-3.1%
Q2 2019-11.3%-35.6%-3.1%
Q4 2019-11.3%-35.6%-3.1%
Q4 2018-11.3%-35.6%-3.1%
Q3 2018+0.2%+0.3%+0.0%
Q2 2018+0.3%+0.0%-1.0%
Q1 2018-0.1%+0.4%+0.3%
Q3 2017+0.0%+0.2%+0.4%
Q2 2017
Q1 2017

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