NYSE$NPWR

Net Power Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

NET Power reported results for the first quarter of 2024.

NET Power reported its Q1 2024 results, highlighting progress in technology development, project backlog, and supply chain establishment. The company continues site work at La Porte, advanced FEED work for Project Permian, and filed an interconnection application for OP1.

  • Continued site work at La Porte demonstration facility in preparation for upcoming equipment validation campaigns with Baker Hughes.
  • Progressed Front-End Engineering and Design (FEED) work for Project Permian, the Company’s first utility-scale project in West Texas.
  • Filed interconnection application with Midcontinent Independent System Operator (MISO) for OP1, the Company’s first originated project.
  • Ended the quarter with approximately $625 million of cash and investments and no debt.

Headline financials

Total Revenue

$0.00

Previous: $50K-100.0%
EPS

-$0.16

Previous: -$4.55+96.5%
Capital Expenditures

-$9.52M

Previous: $615K-1648.1%
Free Cash Flow

-$20.9M

Previous: -$5.76M-263.6%
Net Income

-$11.4M

Previous: -$17.1M+33.1%
Operating Income

-$38.8M

Previous: -$17M-127.6%
Gross Profit

$0.00

Previous: $50K-100.0%
R&D Expense

$11.6M

No prior period
Stock-Based Comp

$6.27M

Previous: $4.63M+35.3%

Revenue & EPS history

Net Power · Revenue · Quarterly

$0

Q1 2024-100%vs Q1 2023
Beat estimate in 0 of 5 quarters(0%)
ActualEstimate

Forward guidance

NET Power is focused on developing and proving their technology, building out their project backlog, and standing up their supply chain.

Tailwinds

  • Baker Hughes equipment validation at La Porte demonstration facility is progressing through four phases.
  • FEED for Project Permian is expected to conclude in the fourth quarter of 2024.
  • Orders for long-lead components for Project Permian have commenced and are expected to continue throughout 2024.
  • Engineering work began with the Company’s selected Air Separation Unit (ASU) provider for Project Permian.
  • A site land lease agreement was executed with Occidental Petroleum for Project Permian.

Historical earnings impact

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

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.0%

Avg return

Earnings day

-2.9%

Avg return

5 days after

-1.7%

Avg return

30 days after

50%

7 / 14 earnings

Positive

+41.3%

Q3 2024

Best reaction

-31.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-0.5%-11.9%-22.2%
Q3 2025-4.4%-14.2%-12.2%
Q1 2025-9.1%-19.9%+21.8%
Q4 2024-31.5%-53.1%-64.5%
Q3 2024+41.3%+39.4%+14.5%
Q2 2024-1.4%+0.1%-15.0%
Q1 2024+7.3%+8.5%-3.5%
Q4 2023+4.3%+10.5%+20.3%
Q3 2023-15.7%-17.3%-22.9%
Q2 2023+9.4%+16.4%+15.0%
Q1 2023+0.0%+0.0%+41.7%
Q4 2022+0.4%+0.7%+0.0%
Q3 2022+0.1%+0.1%+2.6%
Q2 2022+0.1%-0.1%+0.5%

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