•
Sep 30, 2024

Medpace Q3 2024 Earnings Report

Medpace's Q3 2024 performance reflected revenue growth and increased profitability.

Key Takeaways

Medpace Holdings, Inc. reported an 8.3% increase in revenue for the third quarter of 2024, reaching $533.3 million. Net income rose to $96.4 million, or $3.01 per diluted share, and EBITDA increased by 31.7% to $118.8 million.

Revenue for Q3 2024 increased by 8.3% to $533.3 million compared to the prior year.

Net new business awards in Q3 2024 were $533.7 million, resulting in a book-to-bill ratio of 1.00x.

GAAP net income for Q3 2024 was $96.4 million, or $3.01 per diluted share, compared to $70.6 million, or $2.22 per diluted share, in the prior year.

EBITDA for Q3 2024 increased by 31.7% to $118.8 million, representing 22.3% of revenue.

Total Revenue
$533M
Previous year: $492M
+8.3%
EPS
$3.01
Previous year: $2.22
+35.6%
Net New Business Awards
$534M
Previous year: $612M
-12.7%
Backlog
$2.93B
Previous year: $2.69B
+8.8%
Gross Profit
$169M
Previous year: $133M
+26.9%
Cash and Equivalents
$657M
Previous year: $95.2M
+590.0%
Free Cash Flow
$139M
Previous year: $120M
+15.3%
Total Assets
$2.08B
Previous year: $1.49B
+40.2%

Medpace

Medpace

Forward Guidance

Medpace forecasts 2024 revenue in the range of $2.090 billion to $2.130 billion, representing growth of 10.8% to 12.9% over 2023 revenue of $1.886 billion. GAAP net income for full year 2024 is forecasted in the range of $376.0 million to $388.0 million. Additionally, full year 2024 EBITDA is expected in the range of $450.0 million to $470.0 million.

Positive Outlook

  • Revenue is forecasted between $2.090 billion and $2.130 billion, indicating a growth of 10.8% to 12.9% compared to 2023.
  • GAAP net income is projected to be in the range of $376.0 million to $388.0 million for the full year.
  • Diluted earnings per share (GAAP) are forecasted to be between $11.71 and $12.09.
  • EBITDA is expected to range from $450.0 million to $470.0 million for the full year.
  • The guidance assumes a full year 2024 tax rate of 15.5% to 16.5% and interest income of $24.4 million.

Challenges Ahead

  • Guidance does not include the potential impact of any share repurchases the Company may make pursuant to the share repurchase program after September 30, 2024.
  • Potential loss, delay or non-renewal of contracts.
  • Failure to convert backlog to revenue.
  • Decreased operating margins due to increased pricing pressure.
  • Failure to retain key executives or other personnel.