NYSE$PRIM

Primoris Services Corporation · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Primoris reported record revenue and net income growth for Q4 2024, driven by strong performance in the Energy and Utilities segments.

Primoris Services Corporation delivered strong financial results in Q4 2024, with revenue increasing 14.9% year-over-year to $1.74 billion. Net income rose 43.3% to $54.0 million, driven by higher operating income and lower interest expense. Adjusted net income reached $61.8 million, with an adjusted EPS of $1.13. The company also recorded its highest-ever backlog of $11.9 billion, setting the stage for future growth. Looking ahead, Primoris expects continued strong performance in 2025, supported by favorable market trends in infrastructure investment.

  • Q4 revenue increased 14.9% year-over-year to $1.74 billion, driven by growth in Energy and Utilities.
  • Net income rose 43.3% to $54.0 million, with EPS at $0.99.
  • Adjusted net income was $61.8 million, with an adjusted EPS of $1.13.
  • Total backlog reached a record $11.9 billion, supporting future revenue growth.

Headline financials

Total Revenue

$1.74B

Previous: $1.52B+14.9%
EPS (adj)

$1.13

Previous: $0.85+32.9%
Gross Profit Margin

10.6%

No prior period
Adjusted EBITDA

$117M

No prior period
Operating Margin

5.0%

No prior period
Total Backlog

$11.9B

Previous: $10.9B+8.9%
Utilities Backlog

$5.52B

No prior period
Energy Backlog

$6.34B

No prior period
SG&A as % of Revenue

5.5%

No prior period
Utilities Gross Margin

12.1%

No prior period
Energy Gross Margin

9.5%

No prior period
Capital Expenditures

-$28.2M

Previous: -$20.5M-37.6%
Net Income

$54M

Previous: $37.7M+43.2%
Operating Income

$87.6M

Previous: $74.8M+17.0%
Gross Profit

$185M

Previous: $157M+17.9%

Revenue & EPS history

Primoris · Revenue · Quarterly

$1.74B

Q4 2024+14.9%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Primoris · $230M total across 1 segment · Q4 2020

  • Utilities
    $230M-2.6%

Forward guidance

Primoris expects continued revenue and earnings growth in 2025, supported by strong demand in infrastructure investment. Net income is projected to be between $203.3 million and $214.3 million, with adjusted EPS expected in the range of $4.20 to $4.40.

Tailwinds

  • Projected net income of $203.3M to $214.3M in 2025.
  • Expected adjusted EPS between $4.20 and $4.40.
  • Record backlog of $11.9 billion provides strong revenue visibility.
  • Ongoing growth in the Energy and Utilities segments.
  • Improved margins and cash flow expected in 2025.

Headwinds

  • Potential macroeconomic challenges, including inflation and supply chain constraints.
  • Higher interest expense could impact profitability.
  • Regulatory uncertainties in infrastructure investment.
  • Dependence on large projects and timing of contract awards.
  • Fluctuations in energy market conditions affecting project execution.

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 Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.2%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+16.1%

Q3 2024

Best reaction

-15.1%

Q4 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.4%-43.5%-31.4%
Q4 2025-6.4%-9.0%-15.1%
Q3 2025-10.7%-12.4%-12.2%
Q1 2025-2.5%+1.8%+9.9%
Q4 2024+9.6%+11.5%-10.5%
Q3 2024+16.1%+28.4%+33.5%
Q2 2024+0.8%+3.4%+0.9%
Q1 2024+5.3%+3.5%+9.9%
Q4 2023-5.4%-0.7%+5.2%
Q3 2023+1.5%+0.4%+3.6%
Q2 2023+5.7%+7.2%+7.0%
Q1 2023+0.6%+0.9%+24.4%
Q4 2022+4.9%+6.2%-7.0%
Q3 2022+3.8%+4.5%-0.8%
Q2 2022-5.8%-0.4%-12.8%
Q1 2022-7.2%-2.6%+6.7%
Q4 2021-10.6%-4.7%-5.1%
Q3 2021-6.6%-11.3%-14.8%
Q2 2021-10.2%-9.1%-10.7%
Q1 2021-1.6%-2.7%-2.7%
Q4 2020+7.9%+4.6%-1.0%
Q3 2020+8.2%+19.7%+37.0%
Q2 2020+9.4%+7.3%+15.4%
Q1 2020-5.0%+1.2%+23.6%
Q4 2019-10.5%-15.9%-32.4%
Q3 2019+12.5%+4.9%+3.0%
Q2 2019+1.8%+3.8%+0.5%
Q1 2019-1.4%-4.8%-13.0%
Q4 2018+6.9%+5.2%-5.7%
Q3 2018+6.8%+6.2%+3.3%
Q2 2018-9.8%-7.5%-9.8%
Q1 2018-2.1%-4.1%+5.6%
Q4 2017+1.9%+8.3%+2.1%
Q3 2017-0.2%-6.9%+1.0%
Q2 2017+4.1%+4.9%+12.4%
Q1 2017+6.6%+5.8%+5.9%
Q4 2016+1.2%-0.7%-10.1%
Q3 2016+14.5%+18.3%+22.4%
Q2 2016-6.2%-6.2%+9.1%
Q1 2016-1.5%
Q4 2015+4.9%
Q3 2015+5.6%
Q2 2015+0.5%
Q1 2015+0.2%
Q4 2014-15.1%
Q3 2014-0.5%
Q2 2014+14.6%
Q1 2014+5.9%
Q4 2013-0.3%
Q3 2013+6.8%
Q2 2013+3.7%
Q1 2013-2.4%
Q4 2012+6.3%
Q3 2012-5.9%
Q4 2011+0.8%
Q2 2012+0.8%
Q1 2011-11.2%
Q1 2012-11.2%
Q4 2009-1.3%
Q3 2011+0.7%
Q3 2010+0.7%
Q2 2011-12.8%
Q2 2010-12.8%
Q4 2010-12.8%
Q1 2010+3.6%

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