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Zeo Energy Corporation(ZEO) - 2024 Q2 - Quarterly Report

Business Focus and Strategy - Zeo Energy Corp. is focused on accelerating the transition to renewable energy, providing residential solar energy systems and related services in Florida, Texas, Arkansas, and Missouri[160]. - The company has a capital-light business strategy, relying on drop-shipped equipment to minimize inventory[163]. - The company intends to expand its product offerings and services in residential markets across additional states to drive future revenue growth[194]. - The company plans to expand its workforce by hiring and training more skilled technicians to ensure high standards for quality and safety[165]. - The company plans to double its in-house sales force and external sales dealers in 2024 to target new customers in the Southern U.S. regional residential markets[196]. Sales and Revenue Performance - Revenue decreased by approximately 15.4million,from15.4 million, from 30.1 million in Q2 2023 to 14.7millioninQ22024,representingadeclineof51.114.7 million in Q2 2024, representing a decline of 51.1%[212]. - Revenue decreased by approximately 14.2 million, or 29.2%, from 48.8millioninthesixmonthsendedJune30,2023to48.8 million in the six months ended June 30, 2023 to 34.6 million in the same period of 2024[220]. - Most sales were generated in Florida and Ohio, with plans to enter new markets where solar penetration is below 7% of the addressable residential market[165]. - The company has sold over 2.1millioninroofingreplacementsin2024tofacilitatesolarinstallationsandplanstoexpanditsroofingbusinessinfuturemarkets[195].FinancialMetricsAdjustedEBITDAforQ22024was2.1 million in roofing replacements in 2024 to facilitate solar installations and plans to expand its roofing business in future markets[195]. Financial Metrics - Adjusted EBITDA for Q2 2024 was 679,000, compared to 1.3millioninQ22023,reflectingamarginof4.61.3 million in Q2 2023, reflecting a margin of 4.6%[189]. - Adjusted EBITDA for the six months ended June 30, 2024 was (3,033,683), compared to 3,364,064forthesameperiodin2023[241].AdjustedEBITDAmarginforthesixmonthsendedJune30,2024was(8.8)3,364,064 for the same period in 2023[241]. - Adjusted EBITDA margin for the six months ended June 30, 2024 was (8.8)%, compared to 6.9% for the same period in 2023[244]. - Gross profit for Q2 2024 was 3.9 million, with a gross margin of 26.7%, up from 17.1% in Q2 2023[189]. Costs and Expenses - Cost of goods sold decreased by 14.1million,improvingasapercentageofrevenueto7014.1 million, improving as a percentage of revenue to 70% in 2024 from 81% in 2023[214]. - Cost of goods sold decreased by 11.6 million, or 29.5%, maintaining a consistent percentage of revenue at 80%[222]. - General and administrative expenses increased by 2.1million,from2.1 million, from 3.8 million in Q2 2023 to 5.9millioninQ22024,primarilydueto5.9 million in Q2 2024, primarily due to 2.4 million in stock compensation recognized in 2024[216]. - General and administrative expenses increased by 4.4million,or86.04.4 million, or 86.0%, from 5.2 million to 9.6million,primarilyduetoincreasedstockcompensationandheadcount[223].Salesandmarketingexpensesdecreasedby9.6 million, primarily due to increased stock compensation and headcount[223]. - Sales and marketing expenses decreased by 0.7 million, or 67.9%, from 1.0millionto1.0 million to 0.3 million, reflecting reduced support for fewer sales personnel[224]. Cash Flow and Financing - Net cash used in operating activities was approximately 12.3millionforthesixmonthsendedJune30,2024,comparedtonetcashprovidedofapproximately12.3 million for the six months ended June 30, 2024, compared to net cash provided of approximately 1.8 million in the same period of 2023, a decrease of 14.2million[233].Netcashprovidedbyfinancingactivitieswasapproximately14.2 million[233]. - Net cash provided by financing activities was approximately 10.0 million for the six months ended June 30, 2024, primarily from the issuance of convertible preferred stock[235]. - As of June 30, 2024, cash and cash equivalents were approximately 5.3million,downfrom5.3 million, down from 8.0 million as of December 31, 2023[228]. - Interest rate increases have resulted in higher monthly costs for customers, slowing financing-related sales of solar systems[198]. Business Combination and Ownership - Following the Business Combination, the Primary Sellers own 83.8% of the equity of the company, retaining majority control[181]. - The Business Combination was accounted for as a reverse recapitalization, treating ESGEN as the acquired company[176]. - The Class A Common Stock and public warrants are traded on Nasdaq under the ticker symbols "ZEO" and "ZEOWW" respectively[175]. Impairment and Fair Value - Goodwill is recognized as the excess of acquisition-date consideration over the net identifiable assets acquired[248]. - The company conducts annual goodwill impairment tests on December 31, with no impairment recorded for the three months ended June 30, 2024 and 2023[249]. - Intangible assets, including tradenames and customer lists, are amortized on a straight-line basis over their estimated useful life[250]. - No impairment charges for intangible assets were recorded for the three months ended June 30, 2024 and 2023[251]. - Fair value determinations for business combinations are based on estimated fair values at acquisition date, using income and market approaches[247].