Jun 30, 2024

Consolidated Water Q2 2024 Earnings Report

Consolidated Water's results for Q2 2024 were reported, showing a decline in total revenue but an increase in retail revenue and net income due to a gain on the sale of land and documentation related to a discontinued project in Mexico.

Key Takeaways

Consolidated Water Co. Ltd. reported a decrease in total revenue by 27% to $32.5 million for Q2 2024. However, net income attributable to company stockholders increased to $15.9 million, or $0.99 per diluted share, compared to $7.3 million, or $0.46 per diluted share, in the same period last year, driven by a $12.1 million gain from the sale of a discontinued project in Mexico. Retail revenue saw an increase, while services revenue declined due to lower construction revenue.

Total revenue decreased by 27% to $32.5 million.

Retail revenue increased by 8% to $8.2 million due to higher sales volumes.

Net income from continuing operations attributable to company stockholders was $4.2 million, or $0.26 per diluted share.

Net income including discontinued operations attributable to company stockholders totaled $15.9 million, or $0.99 per diluted share, which included a $12.1 million gain from the sale of land and documentation related to a discontinued project in Mexico.

Total Revenue
$32.5M
Previous year: $44.2M
-26.6%
EPS
$0.26
Previous year: $0.46
-43.5%
Gross Profit
$11.6M
Previous year: $15.5M
-24.9%
Cash and Equivalents
$96.7M
Previous year: $47.7M
+102.7%
Free Cash Flow
$19.8M
Previous year: -$2.1M
-1040.5%
Total Assets
$235M
Previous year: $205M
+14.7%

Consolidated Water

Consolidated Water

Consolidated Water Revenue by Segment

Forward Guidance

Consolidated Water anticipates long-term growth driven by strong water sales, recurring revenues from the Caribbean and U.S. businesses, stabilized manufacturing earnings, and the $147 million design-build-operate project in Hawaii. The company plans to invest in new projects, including desalination plants in the Bahamas, and sees the market for design-build projects continuing to grow.

Positive Outlook

  • Consistent strong water sales growth in Grand Cayman.
  • Long-term recurring revenues from Caribbean-based bulk water and U.S.-based O&M businesses.
  • Stabilized manufacturing revenue and earnings.
  • Anticipated revenue and earnings from the $147 million design-build-operate project in Hawaii.
  • Master design-build service agreements signed with two major national clients.

Revenue & Expenses

Visualization of income flow from segment revenue to net income