NYSE$EFOR

ASGN Incorporated · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Financial results exceeded previously-announced guidance estimates.

ASGN Incorporated reported strong second quarter results with revenues of $1.1 billion, up 17.1 percent year-over-year, and income from continuing operations of $72.6 million, up 26.7 percent year-over-year. The company also entered into an agreement to acquire GlideFast Consulting for $350.0 million in cash.

  • Revenues were $1.1 billion, up 17.1 percent over the second quarter of 2021
  • Income from continuing operations was $72.6 million, up 26.7 percent over the second quarter of 2021
  • Adjusted EBITDA from continuing operations was $144.0 million (12.6 percent of revenues), up from $119.3 million in the second quarter of 2021
  • Spent $91.2 million to repurchase 911,700 shares of the Company's common stock

Headline financials

Total Revenue

$1.14B

Previous: $975M+17.1%
EPS (adj)

$1.71

Previous: $1.32+29.5%
Capital Expenditures

$8.8M

Previous: $8.3M+6.0%
Free Cash Flow

$79.6M

Previous: $72.3M+10.1%
Net Income

$72.5M

Previous: $64.2M+12.9%
Operating Income

$110M

Previous: $87.9M+25.3%
Gross Profit

$344M

Previous: $276M+24.5%
Cash & Equivalents

$491M

Previous: $375M+30.7%
Total Assets

$3.52B

Previous: $3.46B+1.9%
Stock-Based Comp

$11.2M

Previous: $10.8M+3.7%

Revenue & EPS history

ASGN · Revenue · Quarterly

$1.14B

Q2 2022+17.1%vs Q2 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

ASGN · $628M total across 1 segment · Q2 2022

  • Assignment Revenue
    $628M+10.6%

Forward guidance

The Company's financial estimates for the third quarter of 2022 are based on current operating trends and assume no significant deterioration in the markets ASGN serves. These estimates do not include any acquisition, integration or strategic planning expenses.

Tailwinds

  • Revenues between $1,183.0 million and $1,203.0 million
  • Net income between $70.5 million and $74.1 million
  • Earnings per share - Diluted: $1.39 and $1.46
  • Adjusted EBITDA between $145.0 million and $150.0 million
  • Adjusted Net Income between $88.1 million and $91.7 million

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 Q2 2022

Historical avgQ2 2022

-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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