•
Dec 31, 2024

Bowman Q4 2024 Earnings Report

Bowman reported record revenue and profitability growth in Q4 2024, driven by strong net service billing and strategic acquisitions.

Key Takeaways

Bowman achieved a strong financial performance in Q4 2024, reporting record gross contract revenue and a significant increase in net income. Adjusted EBITDA saw robust growth, reflecting improved operational efficiency. The company also expanded its backlog, indicating sustained future growth.

Gross contract revenue increased by 21.7% year-over-year to $113.2 million.

Net income turned positive at $5.9 million, compared to a loss of $7.7 million in Q4 2023.

Adjusted EBITDA rose by 51.8% to $17.0 million, with a margin increase to 17.2%.

Gross backlog expanded by 30.4% to $399.0 million, signaling strong future demand.

Total Revenue
$113M
Previous year: $93M
+21.8%
EPS
$0.72
Previous year: $0.31
+132.3%
Adjusted EBITDA
$17M
Previous year: $11.2M
+51.2%
Adjusted EBITDA Margin
17.2%
Previous year: 14%
+22.9%
Gross Backlog
$399M
Previous year: $306M
+30.4%
Cash and Equivalents
$6.7M
Previous year: $20.7M
-67.6%
Total Assets
$506M
Previous year: $403M
+25.6%

Bowman

Bowman

Bowman Revenue by Segment

Bowman Revenue by Geographic Location

Forward Guidance

Bowman expects continued revenue and EBITDA growth in 2025, supported by a strong backlog and planned service expansions. The company remains optimistic despite potential economic headwinds.

Positive Outlook

  • Projected net revenue growth to $428-$440 million in 2025.
  • Expected adjusted EBITDA increase to $70-$76 million.
  • Strong backlog supports future revenue visibility.
  • Ongoing strategic acquisitions to expand service offerings.
  • Minimal impact expected from government spending shifts.

Challenges Ahead

  • Potential economic downturns could affect project funding.
  • Increased competition in infrastructure engineering services.
  • Higher operating expenses due to expansion initiatives.
  • Regulatory changes may impact government contracts.
  • Integration risks from recent acquisitions.