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  5. XTC: Thoughts on Exco earnings and has anything. [Exco Technologies Limited]
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Q: Thoughts on Exco earnings and has anything. Changed since the last question from May? Hold still?
Asked by Craig on November 29, 2024
5i Research Answer:

For its fourth fiscal quarter, XTC matched EPS estimates of 20c. Revenue missed estimates of $160M coming in at $155.4M, declining 3% year-over-year. The company's outlook for next year calls for $750M in  revenue, $120M in EBITDA, and EPS of approximately $1.50. XTC cited, "Despite current macro-economic challenges, including slightly increasing levels of unemployment, relatively high interest rates, persistent inflation, policy shifts which may occur related to the US election, the overall outlook is favorable across Exco's segments into the medium term." Despite the headwinds and decline in EPS, XTC was able to generate strong free cash flows and improve EBITDA margin from the prior quarter. There are some headwinds in the space and it is already a cyclical business, but our prior comments still largely stand.