NYSE$HE

Hawaiian Electric Industries Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Hawaiian Electric Industries reported consolidated net income for common stock for the second quarter of 2022 with solid performance across the enterprise.

Hawaiian Electric Industries reported a net income of $52.5 million and EPS of $0.48 for Q2 2022, compared to $63.9 million and EPS of $0.58 for Q2 2021. The decrease in net income was primarily attributed to the prior year's negative provision for credit losses at American Savings Bank and a return to a more normalized provision expense due to strong loan growth.

  • Utility continues to execute well under performance-based regulation, focusing on cost control.
  • Higher maintenance expenses due to acceleration of work on generating units to reduce downtimes.
  • Bank results reflect good execution, driven by a more normalized provision compared to recent periods.
  • Bank saw strong loan growth during the quarter, and credit quality is trending favorably.

Headline financials

Total Revenue

$896M

Previous: $680M+31.7%
EPS (adj)

$0.48

Previous: $0.58-17.2%
ROE (TTM)

10.4%

Previous: 10.5%-1.0%
Capital Expenditures

-$148M

Previous: -$148M+0.4%
Free Cash Flow

-$94.7M

Previous: -$84.1M-12.7%
Net Income

$53M

Previous: $64.3M-17.6%
Operating Income

$86.7M

Previous: $102M-14.9%
Gross Profit

$896M

Previous: $667M+34.2%
Cash & Equivalents

$160M

Previous: $247M-35.5%
Total Assets

$16B

Previous: $15.6B+2.5%
Stock-Based Comp

$3.48M

Previous: $2.85M+21.9%

Revenue & EPS history

Hawaiian Electric · Revenue · Quarterly

$896M

Q2 2022+31.7%vs Q2 2021
Beat estimate in 7 of 10 quarters(70%)
ActualEstimate

Revenue by segment

Hawaiian Electric · $820M total across 2 segments · Q2 2022

  • Electric Utility
    $819M+36.1%
  • Other
    $1.41M+26.1%

Forward guidance

HEI will conduct a webcast and conference call to review its consolidated results and 2022 earnings guidance and outlook on Monday, August 8, 2022 at 10:15 a.m. Hawaii time (4:15 p.m. Eastern).

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.5%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-2.7%

Avg return

30 days after

44%

30 / 68 earnings

Positive

+7.8%

Q3 2020

Best reaction

-17.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.8%-13.2%-13.0%
Q4 2025+3.1%+0.4%-4.8%
Q3 2025-3.0%+0.7%+2.9%
Q1 2025+1.8%+1.0%-0.7%
Q4 2024+2.2%-0.5%+3.3%
Q3 2024-5.8%-8.3%+0.8%
Q2 2024-17.0%-15.2%-32.0%
Q1 2024+7.3%+10.5%+0.4%
Q4 2023-8.6%-4.0%-19.2%
Q3 2023-16.4%-13.3%-4.8%
Q2 2023-4.1%-12.6%-66.9%
Q1 2023-2.4%-3.7%-1.1%
Q4 2022-3.3%-1.7%-11.9%
Q3 2022+0.4%+4.2%+7.2%
Q2 2022-0.4%+1.8%-7.1%
Q1 2022-0.9%+0.8%+3.5%
Q4 2021-3.2%-1.6%+1.5%
Q3 2021-2.5%-1.2%-4.8%
Q2 2021+0.5%+2.0%-2.0%
Q1 2021+4.3%+0.9%-0.2%
Q4 2020-0.2%+0.9%+21.9%
Q3 2020+7.8%+12.1%+8.7%
Q2 2020+3.7%+1.7%-1.8%
Q1 2020-4.9%-0.3%+1.5%
Q4 2019+3.8%+3.6%-10.0%
Q3 2019-2.0%-2.2%-3.3%
Q2 2019-2.9%-1.2%-0.5%
Q1 2019-0.7%+0.9%+3.3%
Q4 2018+0.1%+0.8%+7.8%
Q3 2018-0.5%-0.5%+3.8%
Q2 2018-1.1%-1.8%+0.1%
Q1 2018-0.1%-1.0%-2.3%
Q4 2017+3.1%+2.9%+4.2%
Q3 2017+0.9%+1.2%+5.5%
Q2 2017-0.2%+1.0%+1.4%
Q1 2017-1.2%-2.4%+0.3%
Q4 2016-3.5%-2.9%-2.2%
Q3 2016+4.2%+2.5%+9.6%
Q2 2016+0.5%-0.3%-2.4%
Q1 2016+0.8%
Q4 2015+0.3%
Q3 2015-3.6%
Q2 2015-1.2%
Q1 2015-1.7%
Q4 2014-0.3%
Q3 2014+0.6%
Q2 2014+1.6%
Q1 2014+2.2%
Q4 2013-1.8%
Q3 2013-0.9%
Q2 2013+1.0%
Q1 2013-2.3%
Q4 2012-1.7%
Q3 2012-2.0%
Q2 2012+0.5%
Q1 2012+0.6%
Q4 2011-0.7%
Q3 2011+5.2%
Q2 2011-2.3%
Q1 2010-0.5%
Q1 2011+2.8%
Q4 2008-1.2%
Q4 2010-1.2%
Q3 2009+2.4%
Q3 2010+2.4%
Q2 2009+3.5%
Q4 2009+3.5%
Q2 2010+3.5%

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