The chart below shows how BV performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BV sees a -0.84% change in stock price 10 days leading up to the earnings, and a +0.75% change 10 days following the report. On the earnings day itself, the stock moves by -3.59%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
EBITDA Growth and Margin Expansion: Double-digit EBITDA growth year-over-year with a 120 basis point expansion in EBITDA margins, indicating strong operational performance.
Q1 Revenue Increase: Total revenue for Q1 reached $599 million, reflecting a modest increase despite the unwinding of the BES business and the sale of U.S. Lawns.
EBITDA Growth and Margin Expansion: Adjusted EBITDA for Q1 was $52.1 million, a 12% increase compared to the prior year, marking the seventh consecutive quarter of year-over-year margin expansion.
Strong Adjusted Free Cash Flow: Adjusted free cash flow results for the quarter were extremely strong, positioning the company for future sustainable growth.
Net Leverage Improvement: Net leverage improved to 2.3 times, down from 2.9 times in the prior year, providing significant financial flexibility for continued investment.
Negative
First-Quarter Revenue Increase: Total revenue for the first-quarter was $599 million, which is a modest increase when adjusting for the unwinding of the BES business and the sale of U.S. Lawns in the prior year.
Core Maintenance Performance: Snow in the quarter was relatively flat to the prior year in our core maintenance business.
Strong Adjusted Free Cash Flow: Adjusted free-cash flow results for the quarter were extremely strong when considering the timing of capital expenditures, but the significant increase in capital expenditures was the highest-level in a single quarter since we’ve been public.
Net Leverage Reduction: Net leverage at the end of the first quarter came in at 2.3 times, which compares to 2.9 times in the prior year period, indicating a reduction in leverage but not necessarily an improvement in financial performance.
Balance Sheet Management Insights: The ongoing proactive management of our balance sheet further demonstrates we are well positioned to continue to reinvest in the business, but the need for such management suggests underlying financial pressures.
BrightView Holdings, Inc. (NYSE:BV) Q1 2025 Earnings Call Transcript
BV.N
-1.9%