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Mar 31, 2023

Target Hospitality Q1 2023 Earnings Report

Reported strong results with sustained business momentum and continued achievement of strategic objectives.

Key Takeaways

Target Hospitality reported a strong first quarter with revenue increasing by 84% to $147.8 million and net income reaching $43.8 million, driven by growth in the Government segment and the Expanded Humanitarian Community.

Revenue increased 84% to $147.8 million compared to Q1 2022.

Net income was $43.8 million, a significant increase from $0.5 million in the same period last year.

Adjusted EBITDA increased 171% to $90.6 million year-over-year.

The company achieved a strategic objective with an 80% improvement in net leverage ratio, reaching 0.5x as of March 31, 2023.

Total Revenue
$148M
Previous year: $80.3M
+84.0%
EPS
$0.38
Previous year: $0.01
+3700.0%
Avg. utilized beds
14.49K
Previous year: 11.31K
+28.2%
Utilization rate
93%
Previous year: 76%
+22.4%
Gross Profit
$82M
Previous year: $27.9M
+193.6%
Cash and Equivalents
$42.4M
Previous year: $5.82M
+628.7%
Free Cash Flow
$9.53M
Total Assets
$650M
Previous year: $493M
+31.9%

Target Hospitality

Target Hospitality

Target Hospitality Revenue by Segment

Forward Guidance

Target Hospitality provided preliminary 2023 outlook, excluding acquisitions, including total minimum revenue of $525 million, total maximum revenue of $710 million, minimum Adjusted EBITDA of $365 million, and total capital spending between $20 and $30 million.

Positive Outlook

  • Total minimum revenue of $525 million (excluding variable service revenue)
  • Total maximum revenue of $710 million (including variable service revenue)
  • Minimum Adjusted EBITDA of $365 million
  • Total capital spending between $20 and $30 million, excluding acquisitions
  • Zero net debt by second half of 2023

Revenue & Expenses

Visualization of income flow from segment revenue to net income