NYSE$ACEL

Accel Entertainment Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Accel Entertainment's Q2 2022 performance reflected continued growth and strategic investments.

Accel Entertainment reported a strong Q2 2022, marked by revenue growth driven by new site installations and increased revenue per unit. The company continues to invest in its infrastructure and technology to support future expansion and efficiency.

  • Revenue increased to $97.7 million, a 12.4% increase year-over-year.
  • Net income reached $11.4 million, demonstrating profitability.
  • Adjusted EBITDA grew to $34.4 million, reflecting operational efficiency.
  • The company installed 299 new video gaming terminals (VGTs) during the quarter, expanding its network.

Headline financials

Total Revenue

$228M

Previous: $202M+12.8%
EPS (adj)

$0.24

Previous: $0.13+84.6%
Adjusted EBITDA

$34.4M

Previous: $34.4M+0.0%
Capital Expenditures

-$13.2M

Previous: -$10.9M-20.9%
Free Cash Flow

$9.24M

Previous: $1.51M+513.3%
Net Income

$22.5M

Previous: $12.4M+80.5%
Operating Income

$27.3M

Previous: $24.9M+9.6%
Gross Profit

-$765K

Previous: -$136M+99.4%
Cash & Equivalents

$220M

Previous: $179M+23.3%
Total Assets

$817M

Previous: $601M+35.9%
Stock-Based Comp

$2.28M

Previous: $2.15M+6.2%

Revenue & EPS history

Accel Entertainment · Revenue · Quarterly

$228M

Q2 2022+12.8%vs Q2 2021
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Accel Entertainment anticipates continued growth, driven by new site installations and revenue optimization strategies. The company expects to maintain its strong financial performance and expand its market presence.

Tailwinds

  • Continued expansion of the VGT network through new site installations.
  • Focus on enhancing revenue per unit through technology upgrades and data analytics.
  • Strategic investments in infrastructure to support future growth.
  • Maintaining a strong balance sheet to fund expansion initiatives.
  • Positive trends in gaming activity and consumer spending.

Headwinds

  • Potential impact of economic conditions on consumer spending.
  • Increased competition in the gaming market.
  • Regulatory changes that could affect operations.
  • Supply chain disruptions impacting VGT availability.
  • Rising operating costs due to inflation.

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 2022

Historical avgQ2 2022

-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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