NASDAQ$ANSS

ANSYS · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

ANSYS reported record Q4 and FY 2021 ACV and revenue.

ANSYS reported Q4 2021 GAAP revenue of $655.7 million and non-GAAP revenue of $661.4 million, representing a 5% growth compared to Q4 2020. The company's GAAP diluted earnings per share was $2.30 and non-GAAP diluted earnings per share was $2.81. ACV for Q4 2021 reached $755.4 million.

  • GAAP revenue of $655.7 million and non-GAAP revenue of $661.4 million for Q4 2021.
  • GAAP diluted earnings per share of $2.30 and non-GAAP diluted earnings per share of $2.81 for Q4 2021.
  • GAAP operating profit margin of 36.4% and non-GAAP operating profit margin of 46.8% for Q4 2021.
  • ACV of $755.4 million for Q4 2021.

Headline financials

Total Revenue

$661M

Previous: $628M+5.4%
EPS (adj)

$2.81

Previous: $2.96-5.1%
Annual Contract Value

$755M

Previous: $666M+13.5%
Net Income

$203M

Previous: $216M-5.8%
Operating Income

$239M

Previous: $259M-7.9%
Gross Profit

$587M

Previous: $556M+5.6%
Cash & Equivalents

$668M

Previous: $913M-26.8%
Total Assets

$6.32B

Previous: $5.94B+6.5%
Stock-Based Comp

$44.2M

Previous: $42.4M+4.3%

Revenue & EPS history

ANSYS · Revenue · Quarterly

$661M

Q4 2021+5.4%vs Q4 2020
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

ANSYS · $232M total across 1 segment · Q2 2021

  • Maintenance
    $232M

Forward guidance

The Company's first quarter and FY 2022 revenue, diluted earnings per share and ACV guidance is provided below.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+0.3%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+2.4%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+13.0%

Q2 2012

Best reaction

-9.9%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2025-0.7%+0.3%+2.8%
Q4 2025+1.1%-1.9%-3.7%
Q3 2025+9.6%+6.8%+6.3%
Q2 2024+1.8%-2.5%+5.6%
Q1 2024-3.2%-1.1%-2.4%
Q4 2023+2.5%+1.3%+5.2%
Q3 2023-1.9%+1.0%+5.5%
Q2 2023-9.3%-8.9%-5.2%
Q1 2023-1.9%-4.7%+5.2%
Q4 2022+10.9%+11.2%+18.8%
Q3 2022-3.3%+1.0%+17.0%
Q2 2022+6.0%+2.3%-11.5%
Q1 2022-2.6%-11.0%-7.4%
Q4 2021+4.5%+7.0%+1.9%
Q3 2021+6.7%+5.7%+0.3%
Q2 2021+0.7%+0.3%-0.6%
Q1 2021-5.1%
Q4 2020-9.9%
Q3 2020+3.9%
Q2 2020+2.1%
Q1 2020-0.6%
Q4 2019-8.4%
Q3 2019+3.3%
Q2 2019+1.5%
Q1 2019-2.3%
Q4 2018+1.4%
Q3 2018+11.0%
Q2 2018-0.3%
Q1 2018-0.1%
Q4 2017-4.1%
Q3 2017+8.8%
Q2 2017-5.3%
Q1 2017+7.8%
Q4 2016+2.5%
Q3 2016-6.6%
Q2 2016+5.0%
Q1 2016-5.9%
Q4 2015-2.9%
Q3 2015-4.3%
Q2 2015-2.4%
Q1 2015-1.2%
Q4 2014-0.4%
Q3 2014+1.2%
Q2 2014+2.7%
Q1 2014-3.0%
Q4 2013-1.1%
Q3 2013-5.2%
Q2 2013+12.0%
Q1 2013-6.7%
Q4 2012+2.0%
Q3 2012-3.6%
Q2 2012+13.0%
Q1 2012+2.2%
Q4 2011-3.3%
Q3 2011+6.7%
Q2 2011-0.9%
Q1 2010-0.7%
Q1 2011-0.5%
Q4 2008+4.1%
Q4 2010+4.1%
Q3 2010+1.4%
Q3 2009+1.4%
Q2 2010-5.1%
Q2 2009-5.1%
Q4 2009-5.1%

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