NASDAQ$HURN

Huron Consulting Group Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Huron's operating model was modified to expand and integrate the company’s industry expertise with its digital, strategic and financial advisory capabilities.

Huron Consulting Group modified its operating model to expand and more deeply integrate the company’s industry expertise with its digital, strategic and financial advisory capabilities. The company will report under three industries: Healthcare, Education and Commercial and will also provide revenue reporting across Consulting and Managed Services and Digital.

  • New operating model expands and more deeply integrates Huron’s industry expertise with its digital, strategic and financial capabilities
  • Business realignment strengthens go-to-market strategy and better highlights performance in core industries
  • Business realignment integrates technology-related capabilities into a unified global platform and provides improved visibility into growing digital, technology and analytics offerings
  • Re-segmentation provides greater transparency into the core drivers of the business

Headline financials

Total Revenue

$248M

Previous: $198M+25.2%
EPS (adj)

$0.80

Previous: $0.45+77.8%
Consulting Utilization

69.9%

No prior period
Digital Utilization

71.2%

No prior period
Capital Expenditures

$1.95M

Previous: $2.39M-18.4%
Free Cash Flow

$44.2M

Previous: $56.4M-21.5%
Net Income

$31.1M

Previous: -$6.1M+609.1%
Operating Income

$10.2M

Previous: -$12.7M+180.3%
Gross Profit

$75.4M

Previous: $57.1M+32.1%
Cash & Equivalents

$20.8M

Previous: $67.2M-69.1%
Total Assets

$1.12B

Previous: $1.06B+5.9%
Stock-Based Comp

$7.88M

Previous: $5.52M+42.7%

Revenue & EPS history

Huron · Revenue · Quarterly

$248M

Q4 2021+25.2%vs Q4 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Huron · $906M total across 3 segments · Q4 2021

  • Healthcare
    $445M+422.7%
  • Education
    $242M+412.3%
  • Commercial
    $219M

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+0.8%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.2%

Avg return

30 days after

60%

41 / 68 earnings

Positive

+19.6%

Q3 2018

Best reaction

-24.2%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%-9.2%-19.0%
Q4 2025+5.8%+14.3%-2.9%
Q3 2025+11.2%+8.7%+8.0%
Q1 2025-0.8%+9.1%+5.1%
Q4 2024+18.2%+18.4%+13.5%
Q3 2024+11.5%+10.5%+18.8%
Q2 2024-3.1%-4.4%-4.9%
Q1 2024-7.1%-7.9%-8.3%
Q4 2023-12.3%-7.1%-9.7%
Q3 2023+1.0%+2.6%+8.1%
Q2 2023+15.6%+20.9%+21.8%
Q1 2023-12.6%-14.5%-5.8%
Q4 2022+15.9%+14.0%+13.5%
Q3 2022+3.0%+2.2%+7.2%
Q2 2022+1.9%+2.2%+4.6%
Q1 2022+6.1%+2.4%+16.3%
Q4 2021+3.3%+4.6%-1.9%
Q3 2021-0.0%+3.3%-7.2%
Q2 2021+3.5%-0.4%+4.9%
Q1 2021+0.1%-0.7%-6.8%
Q4 2020-9.2%-13.9%-16.0%
Q3 2020+7.3%+1.7%+15.8%
Q2 2020+8.9%+6.8%+0.8%
Q1 2020-16.8%-22.3%-18.1%
Q4 2019+1.7%-8.5%-27.2%
Q3 2019+9.6%+10.3%+11.0%
Q2 2019+10.5%+5.9%+10.9%
Q1 2019+0.6%+2.0%+2.1%
Q4 2018-12.1%-12.5%-12.0%
Q3 2018+19.6%+16.0%+20.4%
Q2 2018+4.1%+6.2%+13.3%
Q1 2018-6.4%-7.7%+8.1%
Q4 2017-17.5%-15.9%-10.1%
Q3 2017+4.6%+4.6%+9.6%
Q2 2017-13.8%-15.4%-27.4%
Q1 2017+2.8%+0.0%-6.6%
Q4 2016+1.5%-7.5%-10.7%
Q3 2016-15.3%-12.3%-8.2%
Q2 2016-3.1%-4.5%-1.2%
Q1 2016-6.0%
Q4 2015-3.1%
Q3 2015-24.2%
Q2 2015+10.7%
Q4 2011+10.7%
Q1 2015-8.1%
Q4 2014-13.1%
Q3 2014+3.1%
Q2 2014+1.8%
Q1 2014+13.7%
Q4 2013+2.3%
Q3 2013-6.2%
Q2 2013+8.1%
Q1 2013+0.9%
Q4 2012+3.4%
Q3 2012-9.1%
Q2 2012-0.6%
Q1 2012+2.5%
Q3 2011+7.1%
Q2 2011+6.7%
Q1 2010+1.5%
Q1 2011+1.2%
Q4 2010-2.6%
Q4 2008-2.6%
Q3 2009+13.7%
Q3 2010+13.7%
Q2 2009-3.9%
Q4 2009-3.9%
Q2 2010-3.9%

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