NYSE$SR

Spire Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported improved results for the second quarter, driven by strong performance from gas marketing and midstream businesses and higher earnings from gas utilities.

Spire Inc. reported net income of $179.2 million ($3.33 per diluted share) for Q2 2023, compared to $173.6 million ($3.27 per share) in the prior year. Net economic earnings were $199.2 million, or $3.70 per share, up from $181.0 million, or $3.42 per share a year ago. The company narrowed its fiscal 2023 net economic earnings guidance range to $4.20–$4.30 per share.

  • Net income of $179.2 million ($3.33 per diluted share) compared to net income of $173.6 million, or $3.27 per share in the prior year
  • Net economic earnings of $199.2 million, or $3.70 per share, up from $181.0 million, or $3.42 per share a year ago, driven by improved results across all operating segments
  • Gas Utility reported NEE of $183.9 million, up $14.7 million from last year as higher contribution margins were partially offset by higher expenses including from regulatory cost recovery and other non-employee costs.
  • Fiscal 2023 net economic earnings guidance range narrowed to $4.20–$4.30 per share

Headline financials

Total Revenue

$1.12B

Previous: $881M+27.5%
EPS (adj)

$3.70

Previous: $3.42+8.2%
Capital Expenditures

-$308M

Previous: -$276M-11.6%
Free Cash Flow

-$129M

Previous: -$102M-25.7%
Net Income

$179M

Previous: $174M+3.2%
Operating Income

$260M

Previous: $245M+6.2%
Gross Profit

$405M

Previous: $376M+7.7%
Cash & Equivalents

$6.9M

Previous: $8.3M-16.9%
Total Assets

$10B

Previous: $9.4B+6.9%

Revenue & EPS history

Spire · Revenue · Quarterly

$1.12B

Q2 2023+27.5%vs Q2 2022
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Spire · -$37.6M total across 4 segments · Q4 2023

  • Gas Marketing
    $2.6M+1097409.5%
  • Midstream
    $2.5M
  • Other
    -$8.7M
  • Gas Utility
    -$34M-20568763.0%

Forward guidance

Spire narrowed its fiscal 2023 NEE per share guidance range to $4.20–$4.30.

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 2023

Historical avgQ2 2023

+0.2%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.2%

Avg return

30 days after

55%

38 / 69 earnings

Positive

+4.6%

Q1 2021

Best reaction

-3.8%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-1.3%-4.6%-8.4%
Q1 2026-0.5%+0.9%+6.7%
Q4 2025-1.7%-4.5%-6.6%
Q2 2025-0.7%-1.3%-2.3%
Q1 2025+0.2%+1.2%+7.7%
Q4 2024+4.0%+8.0%-1.8%
Q3 2024-1.9%-5.4%-2.4%
Q2 2024-0.2%-1.0%-0.8%
Q1 2024+3.9%+2.1%+5.0%
Q4 2023+2.4%-0.3%+5.0%
Q3 2023-2.2%-2.0%-5.4%
Q2 2023+2.6%+2.5%-1.7%
Q1 2023+3.2%+4.1%-3.1%
Q4 2022-2.0%+3.5%-6.0%
Q3 2022-1.9%+1.4%-6.4%
Q2 2022+2.8%+0.8%+5.6%
Q1 2022-2.5%-4.0%+6.8%
Q4 2021+1.7%-0.2%+4.0%
Q3 2021-0.5%-1.8%-9.3%
Q2 2021+1.2%-3.2%-5.7%
Q1 2021+4.6%+3.2%+13.9%
Q4 2020-1.8%-0.3%-0.5%
Q3 2020-2.2%+0.5%-7.4%
Q2 2020+0.7%-3.6%+4.9%
Q1 2020+1.6%+1.8%-4.1%
Q4 2019+0.9%+0.4%+7.0%
Q3 2019-3.8%-4.7%-1.3%
Q2 2019+0.4%+1.3%-1.0%
Q1 2019-0.9%-2.0%+0.5%
Q4 2018+3.9%+4.7%+4.5%
Q3 2018+1.3%+4.7%+5.1%
Q2 2018-0.1%-2.0%-3.0%
Q1 2018-2.8%-7.8%+1.8%
Q4 2017+0.2%-0.5%-2.0%
Q3 2017+2.0%+2.6%+5.0%
Q2 2017+0.7%+2.6%+6.0%
Q1 2017-2.6%-3.5%+1.5%
Q4 2016+1.4%+2.5%+0.7%
Q3 2016-0.7%-1.4%-5.8%
Q2 2016+1.4%
Q1 2016+0.4%
Q4 2015+1.8%
Q3 2015+1.3%
Q2 2015+0.8%
Q1 2015+1.2%
Q4 2014+0.8%
Q3 2014-0.4%
Q2 2014+0.2%
Q1 2014+0.3%
Q4 2013+0.1%
Q3 2013+1.1%
Q2 2013-0.3%
Q1 2013-0.5%
Q4 2012-0.8%
Q3 2012-0.5%
Q2 2012-0.3%
Q1 2012+0.4%
Q4 2011-3.0%
Q3 2011+2.5%
Q2 2011+1.2%
Q1 2010-3.7%
Q1 2011-0.4%
Q4 2010+0.3%
Q4 2008+0.3%
Q3 2009+1.1%
Q3 2010+1.1%
Q4 2009-0.8%
Q2 2009-0.8%
Q2 2010-0.8%

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