NYSE$XPRO

Expro Group Holdings NV · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Delivered solid performance due to scale, broad portfolio, global operating footprint, through-cycle capabilities and strong financial profile enabled continued growth.

Expro Group Holdings N.V. reported a revenue of $296 million for Q4 2021, a 50% increase compared to the previous quarter. The company's net loss was $91 million, or $0.84 per common share, but adjusted net loss, excluding certain items, was $4 million, or a $0.03 loss per common share. Adjusted EBITDA was $51 million, a 61% sequential increase.

  • Revenue was $296 million, a 50% increase compared to Q3 2021.
  • Net loss was $91 million, or $0.84 per common share.
  • Adjusted net loss was $4 million, or a $0.03 loss per common share.
  • Adjusted EBITDA was $51 million, a 61% sequential increase.

Headline financials

Total Revenue

$296M

Previous: -$471M+162.8%
EPS (adj)

-$0.03

Previous: -$4.33+99.3%
Adjusted EBITDA

$51M

No prior period
Adjusted EBITDA margin

17.0%

No prior period
Capital Expenditures

$73.9M

Previous: $86.7M-14.7%
Free Cash Flow

-$45.6M

Previous: $11.6M-493.2%
Net Income

-$91M

Previous: -$8.21M-1008.9%
Operating Income

-$94M

Previous: -$17.7M-432.5%
Gross Profit

$508M

Previous: $14.1M+3512.5%
Cash & Equivalents

$240M

Previous: $210M+14.5%
Total Assets

$3.79B

Previous: $817M+364.1%

Revenue & EPS history

Frank's International · Revenue · Quarterly

$296M

Q4 2021-162.8%vs Q4 2020
Beat estimate in 2 of 5 quarters(40%)
ActualEstimate

Forward guidance

The company expects continued solid financial performance in Q1 2022, tempered by seasonally weaker activity levels. Revenue in Q1 2022 is expected to be relatively flat compared to Q4 2021. Adjusted EBITDA margin in Q1 2022 is expected to be 12-14% of consolidated revenue. In the second half of 2022, Adjusted EBITDA margins are expected to be in the area of 20% of revenue.

Tailwinds

  • Expects that revenue momentum will be driven by an increase in shorter-cycle, faster-return production optimization projects.
  • Expect to see a strong recovery in offshore development in the second half of the year.
  • Expects that Adjusted EBITDA margins in the second half of 2022 will be in the area of 20% of revenue.
  • Confident in ability to achieve synergy targets and integration plan remains very much on track.
  • Pursuing growth opportunities afforded by broader portfolio and geographic footprint.

Headwinds

  • First quarter of 2022 will show continued solid financial performance, tempered by the typical seasonally weaker activity levels in the Northern Hemisphere.
  • Expect that revenue in the first quarter of 2022 will be relatively flat compared to the fourth quarter of 2021.
  • Expect that Adjusted EBITDA margin in the first quarter of 2022 will be 12-14% of consolidated revenue, driven by a less favorable mix of activity.
  • Challenging operating environment.
  • Possibility of a swift and material decline in global crude oil demand and crude oil prices for an uncertain period of time.

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 2021

Historical avgQ4 2021

-0.4%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-2.3%

Avg return

30 days after

57%

21 / 37 earnings

Positive

+17.0%

Q4 2020

Best reaction

-17.4%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.2%-14.8%-8.1%
Q4 2025+6.1%+5.9%-0.6%
Q3 2025+0.1%+2.7%+2.1%
Q1 2025+2.9%-0.7%+3.5%
Q4 2024-0.4%-8.7%-19.0%
Q3 2024-8.8%-13.7%-10.1%
Q2 2024+1.1%-5.8%-13.2%
Q1 2024+3.8%-2.4%+12.7%
Q4 2023+0.5%-3.7%+1.3%
Q3 2023-17.4%-21.8%-21.5%
Q2 2023-5.5%-3.7%-0.4%
Q1 2023-5.2%-1.7%+0.9%
Q4 2022+4.1%+15.1%-10.3%
Q3 2022+2.2%+3.7%+1.8%
Q2 2022-3.1%+9.5%+17.9%
Q1 2022-8.5%-21.8%-7.8%
Q4 2021-1.6%+8.5%+11.0%
Q3 2021+2.4%+1.3%-22.7%
Q2 2021+4.5%+6.4%+13.2%
Q1 2021+1.4%+6.6%-7.1%
Q4 2020+17.0%+30.5%+2.9%
Q3 2020+2.7%-8.2%+45.1%
Q2 2020+0.8%+12.6%+0.8%
Q1 2020+7.0%-8.9%+32.2%
Q3 2019+0.4%+2.4%-8.1%
Q2 2019+0.8%-6.0%-13.0%
Q1 2019-6.6%-0.5%-0.7%
Q3 2018+5.5%+7.2%-9.8%
Q2 2018+2.6%-1.5%-5.6%
Q1 2018-2.3%-0.8%+0.9%
Q4 2017-1.9%-16.8%-13.9%
Q3 2017+5.9%+3.3%-2.4%
Q2 2017-8.9%-10.5%-17.0%
Q1 2017+2.1%-2.9%-12.1%
Q4 2016-0.9%-2.3%-19.9%
Q3 2016-1.1%-5.7%+11.7%
Q2 2016-16.4%-21.4%-20.0%
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2013
Q1 2014
Q4 2013
Q4 2011
Q1 2012
Q2 2013
Q3 2012
Q3 2013
Q2 2012
Q4 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro