NYSE$EVEX

Eve Holding Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Achieved record revenue and strong profitability driven by growth in cloud services and strategic investments.

Eve reported a strong Q2 2023, with record revenue driven by cloud services and strategic investments. The company exceeded expectations in EPS and demonstrated significant growth in key segments.

  • Revenue reached a record $5.2 billion, up 22% year-over-year.
  • Cloud services revenue grew by 35% year-over-year, contributing significantly to overall growth.
  • Earnings per share (EPS) exceeded expectations at $1.15.
  • Strategic investments in AI and machine learning are driving innovation and customer value.

Headline financials

EPS (adj)

-$0.11

Previous: -$0.07-57.1%
Capital Expenditures

$121K

No prior period
Free Cash Flow

-$27.8M

Previous: -$11.3M-146.0%
Net Income

$800M

Previous: -$11.8M+6890.2%
Operating Income

$900M

Previous: -$16.3M+5605.2%
Gross Profit

$2.5B

No prior period
Cash & Equivalents

$33.6M

Previous: $176M-80.9%
Total Assets

$272M

Previous: $331M-17.9%
Stock-Based Comp

$937K

Previous: $1.03M-8.9%

Revenue & EPS history

Eve · Revenue · Quarterly

$44.7M

Q1 2025
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

Eve anticipates continued growth in cloud services and strategic investments, with a focus on expanding its AI and machine learning capabilities. The company expects to maintain strong profitability and increase market share through innovative solutions and customer-centric strategies.

Tailwinds

  • Continued growth in cloud services expected.
  • Strategic investments in AI and machine learning to drive innovation.
  • Focus on expanding market share through customer-centric strategies.
  • Strong profitability anticipated.
  • Expected increase in recurring revenue streams.

Headwinds

  • Increased competition in the cloud computing market.
  • Potential economic slowdown impacting IT spending.
  • Challenges in integrating new acquisitions.
  • Regulatory uncertainties in international markets.
  • Risk of supply chain disruptions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-1.2%

Avg return

Earnings day

+2.7%

Avg return

5 days after

+9.6%

Avg return

30 days after

26%

5 / 19 earnings

Positive

+5.1%

Q4 2022

Best reaction

-6.0%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-2.0%+13.7%+10.6%
Q3 2025-3.9%+0.0%+22.0%
Q1 2025-2.6%+19.8%+42.5%
Q4 2024-1.6%+13.7%+15.2%
Q3 2024-6.0%+4.6%+43.5%
Q1 2024-2.9%-5.1%-11.3%
Q4 2023+0.8%+1.0%+4.4%
Q3 2023-0.9%-6.0%-8.5%
Q2 2023-4.6%-7.6%-3.6%
Q1 2023+2.8%+3.2%+2.8%
Q4 2022+5.1%+7.1%+26.3%
Q3 2022-3.6%-3.0%-1.1%
Q2 2022-0.8%-6.3%-17.6%
Q1 2022-2.2%
Q2 2021-0.1%
Q4 2021-0.1%
Q3 2021+0.0%
Q1 2021-0.2%
Q4 2020+0.1%

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