NYSE$EFOR

ASGN Incorporated · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

ASGN's Q1 2023 revenues increased by 3.5% year-over-year, with IT consulting revenues surpassing 50% of total revenues. However, assignment revenues declined more than anticipated, impacting revenues and margins.

ASGN Incorporated reported a 3.5% increase in revenue compared to Q1 2022. IT consulting revenues reached 50.4% of total revenues, a significant increase from the previous year. Net income was $49.5 million.

  • Revenues increased by 3.5% compared to the first quarter of 2022.
  • IT consulting revenues accounted for 50.4% of total revenues, up from 42.4% in the first quarter of 2022.
  • Commercial segment consulting revenues increased by 32.7% year-over-year.
  • The company repurchased 563,200 shares of its common stock for $48.8 million.

Headline financials

Total Revenue

$1.13B

Previous: $1.09B+3.5%
EPS (adj)

$1.38

Previous: $1.57-12.1%
Commercial Segment Book-to-Bill

1.3

No prior period
Federal Segment Book-to-Bill

0.9

No prior period
Capital Expenditures

$11.7M

Previous: $9.6M+21.9%
Free Cash Flow

$68.8M

Previous: $46.4M+48.3%
Net Income

$49.5M

Previous: $66.8M-25.9%
Operating Income

$84.2M

Previous: $101M-16.3%
Gross Profit

$326M

Previous: $327M-0.1%
Cash & Equivalents

$65M

Previous: $502M-87.1%
Total Assets

$3.53B

Previous: $3.49B+1.0%
Stock-Based Comp

$12.1M

Previous: $12.8M-5.5%

Revenue & EPS history

ASGN · Revenue · Quarterly

$1.13B

Q1 2023+3.5%vs Q1 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

ASGN · $560M total across 1 segment · Q1 2023

  • Assignment Revenue
    $560M-10.8%

Forward guidance

The Company's financial estimates for the second quarter of 2023, which are set forth below, are based on current operating trends and assume no significant deterioration in the markets ASGN serves.

Tailwinds

  • Revenues between $1,110.0 million and $1,145.0 million
  • Net income between $52.8 million and $60.0 million
  • Diluted earnings per share between $1.06 and $1.21
  • Adjusted EBITDA between $125.0 million and $135.0 million
  • Adjusted Net Income per diluted share between $1.41 and $1.56

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 Q1 2023

Historical avgQ1 2023

-1.3%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-1.9%

Avg return

30 days after

47%

31 / 66 earnings

Positive

+11.3%

Q2 2025

Best reaction

-52.2%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-52.2%-45.3%-51.9%
Q4 2025-0.4%-7.4%-19.5%
Q3 2025-7.9%-6.1%-11.0%
Q2 2025+11.3%+7.0%+8.2%
Q1 2025-11.6%-13.1%-8.5%
Q4 2024-5.9%-9.6%-18.9%
Q3 2024+1.3%+1.4%-3.7%
Q2 2024+3.3%+3.3%+5.5%
Q1 2024-2.0%-2.1%-5.4%
Q4 2023+1.0%+2.7%+9.1%
Q3 2023+5.5%+4.7%+17.0%
Q2 2023-3.2%-6.1%-0.6%
Q1 2023-5.2%-2.9%-10.0%
Q4 2022-7.5%-3.8%-13.4%
Q3 2022-11.2%-11.1%-5.6%
Q2 2022+7.0%+9.7%+4.4%
Q1 2022+3.0%-0.4%-15.8%
Q4 2021-3.4%-5.5%-8.8%
Q3 2021+0.9%+4.1%+4.5%
Q2 2021+4.2%+3.6%+16.6%
Q1 2021-2.5%-2.6%-4.0%
Q4 2020+0.2%+0.0%+7.1%
Q3 2020-2.6%+0.3%+16.4%
Q2 2020+5.9%+3.2%+9.6%
Q1 2020+10.5%+9.0%+28.3%
Q4 2019-5.1%-7.6%-39.9%
Q3 2019+3.8%+6.6%+6.5%
Q2 2019+0.9%+2.2%-2.3%
Q1 2019-7.4%-6.2%-20.5%
Q4 2018-0.6%+1.8%-0.9%
Q3 2018+4.8%+3.5%+6.9%
Q2 2018+10.1%+5.5%+8.4%
Q1 2018+0.7%-1.6%-4.5%
Q4 2017+3.6%-3.1%+2.4%
Q3 2017+5.6%+4.6%+11.7%
Q2 2017-8.6%-7.6%-14.7%
Q1 2017+9.1%+4.4%+6.7%
Q4 2016+3.2%+5.9%+4.7%
Q3 2016-8.8%-6.3%+16.7%
Q2 2016-9.4%-9.2%-6.0%
Q1 2016+0.2%
Q4 2015+7.1%
Q3 2015+9.8%
Q2 2015+2.9%
Q1 2015-13.2%
Q4 2014+2.1%
Q3 2014-4.7%
Q2 2014-23.2%
Q1 2014-2.2%
Q4 2013+5.0%
Q3 2013-5.3%
Q2 2013+10.5%
Q1 2013+6.9%
Q4 2012-11.6%
Q3 2012-2.5%
Q2 2012+7.5%
Q1 2011-0.8%
Q1 2012+3.5%
Q4 2011-1.2%
Q4 2009-1.2%
Q3 2010-2.5%
Q3 2011-2.5%
Q2 2011-3.4%
Q2 2010-3.4%
Q4 2010-3.4%
Q1 2010-2.2%

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