NYSE$NOVAQ

Sunnova Energy International Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Sunnova's Q1 2021 financial results were reported, highlighting customer growth and strategic acquisitions.

Sunnova reported a revenue increase to $41.3 million and a net loss of $24.1 million for Q1 2021. The company added approximately 8,900 customers, bringing the total to 116,400. They reaffirmed full-year 2021 guidance and completed the acquisition of SunStreet.

  • Added approximately 8,900 customers in Q1, reaching a total of 116,400 customers by March 31, 2021.
  • Reaffirmed full-year 2021 guidance.
  • Completed the acquisition of Lennar's residential solar platform, SunStreet.
  • Published Inaugural Environmental, Social, and Governance (ESG) Report.

Headline financials

Total Revenue

$41.3M

Previous: $29.8M+38.4%
EPS (adj)

-$0.31

Previous: -$0.85+63.5%
Number of Customers

116.4K

Previous: 85.4K+36.3%
Capital Expenditures

-$117M

Previous: -$141M+16.8%
Free Cash Flow

-$167M

Previous: -$199M+16.0%
Net Income

-$33M

Previous: -$71.1M+53.6%
Operating Income

-$23.3M

Previous: -$14.3M-62.9%
Gross Profit

-$21.9M

Previous: -$15.8M-38.2%
Cash & Equivalents

$151M

Previous: $73.4M+105.5%
Total Assets

$3.76B

Previous: $2.68B+40.1%
Stock-Based Comp

$7.92M

No prior period

Revenue & EPS history

Sunnova · Revenue · Quarterly

$41.3M

Q1 2021+38.4%vs Q1 2020
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Management reaffirms existing full-year 2021 guidance.

Tailwinds

  • Customer additions of 55,000 - 58,000
  • Adjusted EBITDA of $80 million - $85 million
  • Customer principal payments received from solar loans, net of amounts recorded in revenue of $57 million - $63 million
  • Customer interest payments received from solar loans of $28 million - $34 million
  • Adjusted Operating Cash Flow of $20 million - $30 million

Headwinds

  • Recurring Operating Cash Flow of $(5) million - $5 million

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports

Historical avg

+1.6%

Avg return

Earnings day

+1.7%

Avg return

5 days after

-2.4%

Avg return

30 days after

67%

16 / 24 earnings

Positive

+36.1%

Q2 2022

Best reaction

-64.2%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025+0.0%+0.0%-99.8%
Q4 2024-64.2%-71.1%-80.1%
Q3 2024+16.1%+25.2%+3.4%
Q2 2024+17.2%+8.6%+56.8%
Q1 2024+5.0%+11.0%+24.0%
Q4 2023-23.8%-38.4%-48.6%
Q3 2023+9.1%+2.9%+19.8%
Q2 2023-12.6%-14.7%-35.8%
Q1 2023+1.9%-3.4%-7.6%
Q4 2022+3.5%+2.7%-22.1%
Q3 2022+9.6%+8.8%+37.3%
Q2 2022+36.1%+32.2%+37.7%
Q1 2022+7.1%+10.7%+15.0%
Q4 2021+18.9%+32.7%+63.4%
Q3 2021+13.3%+12.5%-6.6%
Q2 2021+8.1%+6.6%+5.6%
Q1 2021-7.9%
Q4 2020-1.8%
Q3 2020-2.6%
Q2 2020+3.6%
Q1 2020+7.5%
Q4 2019+0.4%
Q3 2019+0.6%
Q2 2019-6.2%
Q3 2018
Q2 2018

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