NYSE$NOVAQ

Sunnova Energy International Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Announced financial results for the quarter ended June 30, 2021.

Sunnova Energy International Inc. reported an increase in revenue to $66.6 million for the second quarter of 2021, alongside a net loss of $66.3 million. The company's total customer count reached 162,600, including acquisitions and organic growth. Adjusted EBITDA increased to $30.1 million, reflecting customer growth outpacing expenses.

  • Total customer count reached 162,600 as of June 30, 2021, including SunStreet customers acquired on April 1, 2021, and organic growth.
  • Cash and available liquidity stood at $629 million as of June 30, 2021.
  • Launched Green Financing Framework to guide the issuance of green financings.
  • Battery attachment rate increased faster than expected as customers are increasingly focused on resiliency and service.

Headline financials

Total Revenue

$66.6M

Previous: $42.8M+55.5%
EPS (adj)

-$0.57

Previous: -$0.30-90.0%
Number of Customers

162.6K

Previous: 91.6K+77.5%
Capital Expenditures

-$236M

Previous: -$274M+13.8%
Free Cash Flow

-$347M

Previous: -$357M+2.9%
Net Income

-$63.4M

Previous: -$25.3M-151.0%
Operating Income

-$14.3M

Previous: -$5.14M-178.9%
Gross Profit

-$28.6M

Previous: -$18.3M-56.5%
Cash & Equivalents

$369M

Previous: $102M+260.4%
Total Assets

$4.57B

Previous: $2.87B+59.2%
Stock-Based Comp

$2.92M

Previous: $3.35M-12.9%

Revenue & EPS history

Sunnova · Revenue · Quarterly

$66.6M

Q2 2021+55.5%vs Q2 2020
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Management increases full-year 2021 guidance for customer principal payments received on solar loans, net of amounts recorded in revenue and Adjusted Operating Cash Flow.

Tailwinds

  • Customer additions of 55,000 - 58,000 (excluding legacy SunStreet customers) reaffirmed.
  • Adjusted EBITDA of $80 million - $85 million reaffirmed.
  • Customer principal payments received from solar loans, net of amounts recorded in revenue increases from $57 million - $63 million to $62 million - $68 million.
  • Customer interest payments received from solar loans of $28 million - $34 million reaffirmed.
  • Adjusted Operating Cash Flow increases from $20 million - $30 million to $35 million - $45 million.

Headwinds

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

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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