IWG shares fall 5% on earnings miss, but buyback offers support

Published 04/03/2025, 09:44

Investing.com -- Shares of International Workplace Group (IWG) fell more than 5% on Tuesday after the company reported full-year results that missed analyst expectations on both revenue and earnings.

The flexible workspace provider posted revenues of $3.69 billion, falling short of the projected $3.79 billion, while EBITDA came in at $557 million, slightly below the forecasted $561 million.

The weaker-than-expected performance appeared to weigh on investor sentiment, despite the company’s announcement of a $50 million share buyback.

RBC Capital Markets analysts noted that while the results were slightly underwhelming, IWG continues to make progress in expanding its network through a capital-light strategy.

The managed and franchised segment was a standout, with revenue climbing 30%, supported by the addition of 73,000 new rooms.

The digital and professional services division also showed resilience, posting 8% growth, excluding the impact of a legacy contract loss.

However, revenue in the company-owned and leased segment remained flat overall, though open centers saw revenue growth of 5%.

For 2025, IWG provided EBITDA guidance of $580 million to $620 million, in line with consensus estimates of around $603 million.

RBC analysts highlighted that the company’s transition to US GAAP reporting, along with lower capital expenditures and improved free cash flow, could enhance financial transparency and operational efficiency.

The normalization of depreciation over the coming years is also expected to provide further clarity on long-term financial performance.

RBC analysts see IWG’s $50 million buyback as a clear sign of management’s strong belief in the company’s future.

Despite a post-earnings stock dip, IWG’s strategy is solid, demonstrated by increased new site signings over 2024.

The company’s goal of $1 billion EBITDA is still central, and analysts believe it’s attainable due to improving financials.

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