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Mar 31, 2023

Medpace Q1 2023 Earnings Report

Medpace's Q1 2023 financial results were released, demonstrating substantial revenue growth and strong new business awards.

Key Takeaways

Medpace Holdings, Inc. reported a strong first quarter in 2023, with revenue increasing by 31.2% to $434.1 million and net new business awards rising by 31.4% to $555.8 million. GAAP net income also saw an increase to $72.9 million, or $2.27 per diluted share.

Revenue for Q1 2023 reached $434.1 million, a 31.2% increase compared to the previous year.

Net new business awards totaled $555.8 million, representing a 31.4% increase year-over-year, with a book-to-bill ratio of 1.28x.

GAAP net income for Q1 2023 was $72.9 million, or $2.27 per diluted share, compared to $61.3 million, or $1.69 per diluted share, in the prior year.

EBITDA for Q1 2023 increased by 31.9% to $92.8 million, representing a margin of 21.4%.

Total Revenue
$434M
Previous year: $331M
+31.2%
EPS
$2.27
Previous year: $1.69
+34.3%
Net New Business Awards
$556M
Previous year: $423M
+31.4%
Backlog
$2.46B
Previous year: $2.1B
+17.1%
Gross Profit
$130M
Previous year: $98.7M
+31.9%
Cash and Equivalents
$46.9M
Previous year: $82.8M
-43.4%
Free Cash Flow
$70.6M
Previous year: $37M
+90.7%
Total Assets
$1.4B
Previous year: $1.34B
+3.8%

Medpace

Medpace

Forward Guidance

The Company forecasts 2023 revenue in the range of $1.745 billion to $1.805 billion, representing growth of 19.5% to 23.6% over 2022 revenue of $1.460 billion. GAAP net income for full year 2023 is forecasted in the range of $250.0 million to $269.0 million. Additionally, full year 2023 EBITDA is expected in the range of $335.0 million to $355.0 million.

Positive Outlook

  • Forecasts 2023 revenue in the range of $1.745 billion to $1.805 billion
  • Revenue growth of 19.5% to 23.6% over 2022 revenue of $1.460 billion
  • GAAP net income for full year 2023 is forecasted in the range of $250.0 million to $269.0 million
  • Full year 2023 EBITDA is expected in the range of $335.0 million to $355.0 million
  • Diluted earnings per share (GAAP) is forecasted in the range of $7.81 to $8.40.

Challenges Ahead

  • Guidance assumes a full year 2023 tax rate of 17.5% to 18.5%
  • Guidance does not reflect the potential impact of any share repurchases the Company may make after March 31, 2023
  • Potential loss, delay or non-renewal of contracts
  • Failure to convert backlog to revenue
  • Fluctuation in results between fiscal quarters and years