Sep 30, 2022

Consolidated Water Q3 2022 Earnings Report

Revenue increased significantly due to growth across multiple segments, but net income was affected by higher G&A expenses.

Key Takeaways

Consolidated Water Co. Ltd. reported a strong third quarter with a 53% increase in total revenue, driven by growth in retail, bulk, and services segments. However, net income was impacted by higher general and administrative expenses.

Total revenue increased by 53% to $25.1 million.

Retail revenue increased by 20% to $6.3 million due to increased tourism in the Cayman Islands.

Services revenue increased by 172% to $8.7 million, primarily from the PERC Water project in Goodyear, Arizona.

Net income from continuing operations attributable to company stockholders was $824,000, or $0.05 per share.

Total Revenue
$25.1M
Previous year: $16.4M
+52.6%
EPS
$0.05
Previous year: $0.09
-44.4%
Gross Profit
$6.84M
Previous year: $5.69M
+20.3%
Cash and Equivalents
$51.1M
Previous year: $40.4M
+26.5%
Free Cash Flow
$1.44M
Previous year: $2.93M
-50.9%
Total Assets
$185M
Previous year: $177M
+4.6%

Consolidated Water

Consolidated Water

Consolidated Water Revenue by Segment

Forward Guidance

Consolidated Water anticipates continued growth driven by tourism recovery in Grand Cayman, ongoing construction projects, a strong manufacturing backlog, and increased bidding activity in the U.S. and Caribbean.

Positive Outlook

  • Continued recovery of tourism in Grand Cayman is expected to boost retail water operations.
  • Ongoing construction projects in the U.S. and Grand Cayman will continue to generate revenue.
  • The manufacturing backlog of $20 million is expected to be booked as revenue next year.
  • Increased project bidding activity in the U.S. and the Caribbean presents new opportunities.
  • Major multi-year projects secured this year are expected to positively impact future earnings.

Challenges Ahead

  • Visitor numbers to the Cayman Islands remain below pre-COVID-19 levels.
  • Supply chain constraints may continue to impact the manufacturing segment.
  • Challenging economic conditions could increase costs.
  • Unspecified risks detailed in the company's SEC filings could affect future results.
  • The outcome of negotiations with the Cayman government regarding a new retail license agreement remains uncertain.

Revenue & Expenses

Visualization of income flow from segment revenue to net income