NYSE$NOVAQ

Sunnova Energy International Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported strong results and reaffirmed 2020 guidance.

Sunnova reported a revenue increase to $42.8 million and a net loss of $28.7 million for the quarter ended June 30, 2020. The company increased its total customer count to 91,600 and saw a storage attachment rate of 34% in the second quarter. Sunnova also reaffirmed its full-year 2020 guidance.

  • Increased total customer count to 91,600 as of June 30, 2020.
  • Increased storage attachment rate on origination to 34% in the second quarter of 2020.
  • Closed a $158.5 million securitization of residential solar loan agreements.
  • Reaffirmed full-year 2020 guidance.

Headline financials

Total Revenue

$42.8M

Previous: $34.6M+23.6%
EPS (adj)

-$0.30

Previous: -$6.06+95.0%
Number of Customers

91.6K

No prior period
Capital Expenditures

-$274M

Previous: -$165M-66.5%
Free Cash Flow

-$357M

Previous: -$220M-62.0%
Net Income

-$25.3M

Previous: -$50.7M+50.2%
Operating Income

-$5.14M

Previous: -$2.71M-89.8%
Gross Profit

-$18.3M

Previous: -$11.5M-59.5%
Cash & Equivalents

$102M

Previous: $58.8M+74.0%
Total Assets

$2.87B

Previous: $1.95B+46.9%
Stock-Based Comp

$3.35M

No prior period

Revenue & EPS history

Sunnova · Revenue · Quarterly

$42.8M

Q2 2020+23.6%vs Q2 2019
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Management reaffirms existing full-year 2020 guidance and introduces guidance for full-year 2020 Recurring Operating Cash Flow.

Tailwinds

  • Customer additions of 28,000 - 30,000
  • Adjusted EBITDA of $58 million - $62 million
  • Customer principal payments received from solar loans, net of amounts recorded in revenue of $32 million - $36 million
  • Customer interest payments received from solar loans of $17 million - $21 million
  • Adjusted Operating Cash Flow of $10 million - $20 million

Headwinds

  • Recurring Operating Cash Flow of $(20) 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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