NASDAQ$CNDT

Conduent Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Conduent's financial performance in Q1 2022 showed mixed results with revenue decline offset by a significant increase in net income, driven by strategic divestitures and strong new business sales.

Conduent's Q1 2022 results revealed a decrease in revenue compared to the previous year, primarily due to lower non-recurring stimulus payments in the Government Services sector. However, net income saw a substantial increase, boosted by gains from the sale of the Midas divestiture and insurance recoveries. New business sales demonstrated strong growth, particularly in the Transportation segment.

  • Revenue was $967 million, reflecting a 5.9% decrease year-over-year.
  • Net income significantly increased to $136 million, compared to a loss of $11 million in the same quarter last year.
  • Adjusted EBITDA stood at $107 million with a margin of 11.1%, benefiting from a one-time recovery of $14 million in defense costs.
  • New business TCV signings increased by 32% to $464 million, with new business ARR up 14% to $107 million.

Headline financials

Total Revenue

$967M

Previous: $1.03B-5.9%
EPS (adj)

$0.10

Previous: $0.15-33.3%
Capital Expenditures

-$34M

Previous: -$14M-142.9%
Free Cash Flow

$102M

Previous: -$25M+508.0%
Net Income

$136M

Previous: -$11M+1336.4%
Operating Income

-$64M

Previous: $68M-194.1%
Gross Profit

$212M

Previous: $241M-12.0%
Cash & Equivalents

$588M

Previous: $389M+51.2%
Total Assets

$3.98B

Previous: $4.15B-4.1%
Stock-Based Comp

$2M

Previous: $3M-33.3%

Revenue & EPS history

Conduent · Revenue · Quarterly

$967M

Q1 2022-5.9%vs Q1 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

Conduent provided its FY 2022 outlook, anticipating adjusted revenue between $3.825B and $3.975B, adjusted EBITDA margin between 9.5% and 10.5%, and adjusted free cash flow as approximately 15% of adjusted EBITDA.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-1.0%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-0.7%

Avg return

30 days after

53%

21 / 40 earnings

Positive

+84.8%

Q2 2020

Best reaction

-40.0%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%-21.0%-23.9%
Q4 2025+0.4%+3.0%-3.7%
Q3 2025-20.1%-14.0%-12.2%
Q1 2025-3.0%+12.2%+29.8%
Q4 2024-6.2%-4.3%-28.7%
Q3 2024+10.0%+15.6%+8.6%
Q2 2024-14.0%-15.1%+1.1%
Q1 2024+16.8%+22.5%+11.1%
Q4 2023+8.8%+7.4%-3.5%
Q3 2023-18.2%-22.6%-0.6%
Q2 2023+5.0%-3.2%-7.6%
Q1 2023-17.2%-13.3%-1.8%
Q4 2022-3.7%-3.2%-23.3%
Q3 2022-7.0%-9.0%+1.0%
Q2 2022-10.3%-6.9%-13.7%
Q1 2022-15.5%-16.9%-2.2%
Q4 2021+0.0%+2.1%+0.9%
Q3 2021-12.7%-14.8%-26.6%
Q2 2021+10.5%+9.5%+18.4%
Q1 2021+2.8%+2.7%+8.4%
Q4 2020-10.1%-10.6%+25.3%
Q3 2020+7.8%+8.0%+21.1%
Q2 2020+84.8%+80.8%+65.3%
Q1 2020+2.3%-11.6%+32.7%
Q4 2019-16.8%-26.9%-58.0%
Q3 2019+10.6%-1.3%-1.8%
Q2 2019-23.5%-20.9%-21.9%
Q1 2019-40.0%-33.2%-29.5%
Q4 2018+5.6%+3.9%-6.3%
Q3 2018-31.2%-27.9%-37.8%
Q2 2018+6.5%+6.1%+21.9%
Q1 2018-2.1%-1.1%+4.1%
Q4 2017+14.3%+19.0%+19.3%
Q3 2017+1.3%+1.7%-3.8%
Q2 2017+8.4%+7.9%+1.3%
Q1 2016+1.2%-1.5%-1.7%
Q1 2017-3.8%-2.6%-5.4%
Q4 2014+1.7%+2.8%+4.9%
Q2 2016+1.7%+2.8%+4.9%
Q4 2016+14.3%-0.2%+4.1%
Q4 2015
Q3 2016
Q3 2015
Q2 2015
Q1 2015

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