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Dec 31, 2022

KLX Energy Services Q4 2022 Earnings Report

Reported record results driven by price and utilization improvements and prudent cost management.

Key Takeaways

KLX Energy Services Holdings, Inc. reported a revenue of $223.3 million and net income of $13.2 million for Q4 2022. The company's strategy of analyzing key performance indicators to improve price and asset utilization led to materially improved results. KLX anticipates Q1 2023 revenue to be between $225.0 million to $230.0 million and Adjusted EBITDA to be in the range of $30.0 million to $35.0 million.

Revenue for the fourth quarter of 2022 totaled $223.3 million.

Net income for the fourth quarter of 2022 was $13.2 million.

Adjusted EBITDA for the fourth quarter of 2022 was $37.3 million.

The company ended the quarter with $57.4 million of cash.

Total Revenue
$223M
Previous year: $145M
+54.0%
EPS
$1.06
Previous year: -$1.98
-153.5%
Adjusted EBITDA
$37.3M
Previous year: $3.6M
+936.1%
Gross Profit
$56.7M
Previous year: $2.9M
+1855.2%
Cash and Equivalents
$57.4M
Previous year: $28M
+105.0%
Free Cash Flow
$2.3M
Previous year: -$15.9M
-114.5%
Total Assets
$466M
Previous year: $388M
+20.2%

KLX Energy Services

KLX Energy Services

KLX Energy Services Revenue by Segment

Forward Guidance

KLX Energy Services expects first quarter revenue to be between $225.0 million to $230.0 million and first quarter Adjusted EBITDA to be in the range of $30.0 million to $35.0 million. For the full year, the company expects 2023 revenue and Adjusted EBITDA margin to be in the range of $925.0 million to $975.0 million and 16.0% to 18.0%, respectively. Full year 2023 capital spending is expected to range between $55.0 and $65.0 million.

Positive Outlook

  • First quarter 2023 revenue guidance ranges of $225.0 million to $230.0 million.
  • First quarter 2023 Adjusted EBITDA guidance ranges of $30.0 million to $35.0 million.
  • Full year 2023 revenue guidance ranges of $925.0 million to $975.0 million.
  • Full year 2023 Adjusted EBITDA margin guidance ranges of 16.0% to 18.0%.
  • Full year 2023 capital spending between $55.0 and $65.0 million.

Challenges Ahead

  • Q1 is perennially impacted by weather.
  • Q1 is impacted by customer budget finalization timing.
  • Q1 is impacted by elevated personnel costs due to payroll and unemployment taxes.

Revenue & Expenses

Visualization of income flow from segment revenue to net income