NYSE$PRG

Prog Holdings Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported second quarter 2022 results with consolidated revenues of $649.4 million and diluted EPS of $0.37.

PROG Holdings reported a decrease in consolidated revenues to $649.4 million, a net income of $19.5 million, and a diluted EPS of $0.37 for the second quarter of 2022. The company is focused on increasing its market share and has launched as the exclusive lease-to-own provider for Samsung.com.

  • Progressive Leasing GMV decreased by 2.4% year-over-year to $494.0 million.
  • E-commerce accounted for 15.6% of Progressive Leasing GMV, an increase of 17.6% year-over-year.
  • Consolidated revenues decreased by 1.6% year-over-year to $649.4 million.
  • Diluted EPS was $0.37, and Non-GAAP Diluted EPS was $0.52.

Headline financials

Total Revenue

$649M

Previous: $660M-1.6%
EPS (adj)

$0.52

Previous: $1.09-52.3%
Capital Expenditures

-$5.49M

Previous: -$4.78M-14.9%
Free Cash Flow

$14M

Previous: $64.1M-78.2%
Net Income

$19.5M

Previous: $68.8M-71.7%
Operating Income

$36.9M

Previous: $92.3M-60.0%
Gross Profit

$587M

Previous: $605M-3.0%
Cash & Equivalents

$127M

Previous: $138M-7.4%
Total Assets

$1.48B

Previous: $1.43B+3.7%
Stock-Based Comp

$2.42M

Previous: $3.97M-39.2%

Revenue & EPS history

Prog Holdings · Revenue · Quarterly

$649M

Q2 2022-1.6%vs Q2 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Prog Holdings · $632M total across 2 segments · Q2 2022

  • Progressive Leasing
    $631M-2.3%
  • Other
    $582K

Forward guidance

The company is reiterating its revised full year 2022 consolidated outlook as presented in its press release issued on June 16, 2022.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.6%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+5.3%

Avg return

30 days after

57%

36 / 63 earnings

Positive

+24.2%

Q1 2020

Best reaction

-43.1%

Q1 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.1%+24.2%+26.6%
Q4 2025+6.6%+12.7%-18.1%
Q3 2025-0.8%-3.5%-14.1%
Q1 2025-7.0%-2.6%+6.5%
Q3 2024-8.7%-8.6%+1.0%
Q2 2024+22.2%+29.9%+36.4%
Q1 2024+6.6%+5.2%+8.3%
Q4 2023-11.3%-9.2%+6.7%
Q3 2023-0.4%-2.6%-4.4%
Q2 2023+14.9%+11.9%-7.3%
Q1 2023+17.6%+17.2%+29.6%
Q4 2022+5.9%+8.4%+1.2%
Q3 2022+11.8%+16.3%+33.3%
Q2 2022+8.3%+16.3%+10.7%
Q1 2022+2.0%+2.4%+6.3%
Q4 2021-12.8%-14.2%-19.1%
Q3 2021+13.0%+14.0%+9.6%
Q2 2021-3.7%-6.0%+5.1%
Q1 2021+3.1%+8.4%+6.7%
Q4 2020+0.8%-2.2%-9.3%
Q3 2020-4.5%+1.6%+18.2%
Q2 2020+16.8%+14.2%+26.0%
Q1 2020+24.2%+14.2%+58.2%
Q4 2019-22.8%-24.0%-73.3%
Q3 2019-11.6%-21.3%-22.1%
Q2 2019-1.4%-2.8%-4.4%
Q1 2019+7.1%+4.5%+2.2%
Q4 2018+5.2%+4.6%+2.5%
Q3 2018-6.0%-4.6%+0.9%
Q2 2018-0.1%-0.5%+16.0%
Q1 2018-7.4%-10.7%-9.5%
Q4 2017+7.6%+5.5%+19.8%
Q3 2017-12.2%-14.9%-16.1%
Q2 2017+13.9%+13.1%+8.8%
Q1 2017+14.4%+16.2%+11.9%
Q4 2016-8.6%-8.3%+1.9%
Q3 2016+9.2%+9.6%+30.8%
Q2 2016+9.8%+8.5%+12.7%
Q1 2016+3.9%
Q4 2015-6.0%
Q3 2015-24.3%
Q2 2015-9.2%
Q1 2015+14.5%
Q4 2014+1.6%
Q3 2014-4.1%
Q2 2014+0.8%
Q1 2014+0.6%
Q4 2013+0.4%
Q3 2013+0.2%
Q2 2013+1.4%
Q1 2013-1.3%
Q4 2012+3.8%
Q3 2012-1.2%
Q2 2012+0.8%
Q1 2012+0.7%
Q4 2011-0.2%
Q3 2011-4.2%
Q2 2011+2.3%
Q1 2011+1.7%
Q4 2010+2.2%
Q3 2010-1.4%
Q2 2010-4.7%
Q1 2010-43.1%

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