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Dec 31, 2023

WEX Q4 2023 Earnings Report

WEX's Q4 2023 financial performance was reported, featuring record revenue and growth in key segments.

Key Takeaways

WEX Inc. reported a 7% increase in revenue for Q4 2023, reaching a record $663 million. This growth was propelled by strong performances in the Benefits and Corporate Payments segments, with adjusted net income at $3.82 per diluted share.

Total revenue increased by 7% year-over-year, reaching a record $663 million.

Benefits segment revenue grew by 27%, while Corporate Payments segment revenue increased by 22%.

GAAP net income was reported at $1.98 per diluted share, and adjusted net income reached $3.82 per diluted share.

The company repurchased 870 thousand shares of its stock for approximately $150 million during the quarter.

Total Revenue
$663M
Previous year: $619M
+7.2%
EPS
$3.82
Previous year: $3.44
+11.0%
Avg. SaaS Accounts (Benefits)
19.9M
Previous year: 18.55M
+7.3%
Purchase Volume (Corp Payments)
$22.8B
Previous year: $17.1B
+33.5%
Gross Profit
$373M
Previous year: $367M
+1.8%
Cash and Equivalents
$5.25B
Previous year: $922M
+469.6%
Free Cash Flow
$720M
Previous year: $185M
+288.4%
Total Assets
$13.9B
Previous year: $11.5B
+20.4%

WEX

WEX

WEX Revenue by Segment

Forward Guidance

For the first quarter of 2024, the Company expects revenue in the range of $650 million to $660 million and adjusted net income in the range of $144 million to $148 million, or $3.40 to $3.50 per diluted share. For the full year 2024, the Company expects revenue in the range of $2.70 billion to $2.74 billion and adjusted net income in the range of $679 million to $700 million, or $15.90 to $16.40 per diluted share.

Revenue & Expenses

Visualization of income flow from segment revenue to net income