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Aug 31, 2022

Pure Cycle Q4 2022 Earnings Report

Pure Cycle reported positive net income for the fifth consecutive year, driven by land development, water resource development, and single-family rentals.

Key Takeaways

Pure Cycle reported a net income of $9.6 million on revenues of $23.0 million for the year ended August 31, 2022. The company's growth was attributed to its land development, water resource development, and single-family rental business lines.

Revenues of $23.0 million drove pre-tax income of $12.7 million.

EBITDA reached $14.9 million.

404.9 million gallons of water were delivered, marking a record year for the water resource business.

All 229 lots were delivered, with 219 titles transferred to homebuilders in Phase 2A, and 10 lots retained for rentals.

Total Revenue
$10.9M
Previous year: $4.85M
+124.2%
EPS
$0.23
Previous year: $0.1
+130.0%
Gross Profit
$8.54M
Previous year: $10.7M
-20.2%
Cash and Equivalents
$34.9M
Previous year: $20.1M
+73.6%
Total Assets
$129M
Previous year: $117M
+10.3%

Pure Cycle

Pure Cycle

Forward Guidance

Pure Cycle anticipates continued growth and expansion across its business segments, with a focus on affordable housing and water resource development.

Positive Outlook

  • Continued progress on Sky Ranch development
  • Expansion of the water resource business
  • Successful launch and expansion of the home rental business
  • Strong demand for entry-level housing
  • High margins achieved by home building partners in Phase 1 of Sky Ranch

Challenges Ahead

  • Impact of interest rates on housing demand
  • Potential fluctuations in lot sale revenue due to construction timing
  • General caution about the housing market
  • Reliance on building permit applications for tap sales
  • Uncertainties in the housing market due to inflation and other factors