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Dec 31, 2021

KLX Energy Services Q4 2021 Earnings Report

KLXE reported strong pro forma fourth quarter with revenue and adjusted EBITDA gains.

Key Takeaways

KLX Energy Services reported a pro forma revenue of $145.0 million for Q4 2021, a 13% increase compared to the previous quarter. Adjusted EBITDA for the quarter was $6.7 million, a 63% increase sequentially.

Pro Forma Fourth Quarter Revenue was $145.0 million, a 13% increase relative to Pro Forma Third Quarter.

Adjusted EBITDA for the Pro Forma Fourth Quarter was $6.7 million, a 63% increase relative to Adjusted EBITDA for the Pro Forma Third Quarter.

Ended 2021 with $28.0 million in cash.

Total liquidity as of December 31, 2021 was $70.4 million.

Total Revenue
$145M
Previous year: $86.8M
+67.1%
EPS
-$1.98
Previous year: -$3.29
-39.8%
Adjusted EBITDA
$3.6M
Gross Profit
$2.9M
Previous year: -$3.6M
-180.6%
Cash and Equivalents
$28M
Previous year: $124M
-77.3%
Free Cash Flow
-$15.9M
Previous year: $1.5M
-1160.0%
Total Assets
$388M
Previous year: $623M
-37.8%

KLX Energy Services

KLX Energy Services

KLX Energy Services Revenue by Segment

Forward Guidance

KLXE anticipates continued improvements in activity and expects net pricing improvements to accelerate throughout 2022, with a full year revenue increase of 35% to 45% relative to the Pro Forma Fiscal Year ended December 31, 2021.

Positive Outlook

  • Optimistic about continued improvements in activity in 2022.
  • Expect net pricing improvements to accelerate as we progress through 2022.
  • KLXE is well-positioned to benefit from the expanding drilling and completions market.
  • Anticipated pent-up demand for intervention services.
  • Expect steady improvement throughout the year.

Challenges Ahead

  • Market activity got off to a slow start in early 2022, partially due to the Omicron variant.
  • Staying ahead of inflationary cost pressures will remain a critical priority in 2022.
  • Supply chain issues will remain a critical priority in 2022.
  • COVID-19 pandemic
  • Declining commodity prices

Revenue & Expenses

Visualization of income flow from segment revenue to net income