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Sep 30, 2022

KLX Energy Services Q3 2022 Earnings Report

Reported record results since the merger due to increased demand and pricing for services, driven by a constructive market despite commodity price volatility.

Key Takeaways

KLX Energy Services Holdings, Inc. reported strong third-quarter results with a 20% sequential increase in revenue to $221.6 million. Net income was $11.1 million, with EPS of $0.96 per share. Adjusted EBITDA increased by 113% sequentially to $37.1 million, representing a 16.7% margin. The company generated $18.5 million in net cash flow from operating activities and ended the quarter with $41.4 million in cash.

Revenue of $221.6 million, increased 20% sequentially.

Net income of $11.1 million, a $18.6 million sequential increase, and EPS of $0.96/share.

Adjusted EBITDA of $37.1 million, a 113% sequential increase.

Generated $18.5 million in net cash flow provided by operating activities, a $26.9 million sequential increase.

Total Revenue
$222M
Previous year: $139M
+59.4%
EPS
$0.96
Previous year: -$2.19
-143.8%
Adjusted EBITDA
$37.1M
Gross Profit
$52.8M
Previous year: $18.3M
+188.5%
Cash and Equivalents
$41.4M
Previous year: $40.8M
+1.5%
Free Cash Flow
$20.3M
Previous year: -$7.6M
-367.1%
Total Assets
$440M
Previous year: $355M
+24.0%

KLX Energy Services

KLX Energy Services

KLX Energy Services Revenue by Segment

Forward Guidance

The company expects a seasonally strong fourth quarter with flat to slightly up sequential revenue and an Adjusted EBITDA margin of 15% to 17%.

Positive Outlook

  • Continued strength in commodity prices.
  • Operator reluctance to relinquish efficient service providers.
  • Transition from 2022 programs to 2023 programs.
  • Favorable macro backdrop.
  • Net pricing improvements.

Challenges Ahead

  • Product line mix shifts.
  • Typical seasonality.
  • Transitory regulatory events in the Rocky Mountains.
  • Regulatory events to a lesser extent in the Northeast.
  • Ever-volatile commodity price backdrop

Revenue & Expenses

Visualization of income flow from segment revenue to net income