NYSE$EFOR

ASGN Incorporated · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

ASGN's Q3 2024 results reflected stable market demand with revenues within guidance and Adjusted EBITDA margin at the midpoint, driven by a shift towards high-value IT consulting.

ASGN Incorporated reported third quarter 2024 financial results, with revenues of $1.031 billion and net income of $47.5 million. The company's performance was driven by stable market demand and a continued shift towards higher-end IT consulting work.

  • Revenues reached $1.031 billion.
  • Net income amounted to $47.5 million.
  • Adjusted EBITDA was $116.9 million, representing 11.3 percent of revenues.
  • Approximately 1.0 million shares were repurchased for $95.6 million.

Headline financials

Total Revenue

$1.03B

Previous: $1.12B-7.7%
EPS (adj)

$1.43

Previous: $1.68-14.9%
Adjusted EBITDA

$117M

No prior period
Adjusted EBITDA Margin

11.3%

No prior period
Consolidated Gross Margin

29.1%

No prior period
IT Consulting Revenue %

58.0%

No prior period
Commercial Segment Gross Margin

32.8%

No prior period
Federal Government Gross Margin

20.7%

No prior period
Capital Expenditures

$7.9M

Previous: -$9.8M+180.6%
Net Income

$47.5M

Previous: $59.4M-20.0%
Operating Income

$78.9M

Previous: $98.6M-20.0%
Gross Profit

$300M

Previous: $322M-6.8%
Stock-Based Comp

$9.9M

Previous: $10.3M-3.9%

Revenue & EPS history

ASGN · Revenue · Quarterly

$1.03B

Q3 2024-7.7%vs Q3 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

ASGN · $508M total across 1 segment · Q3 2023

  • Assignment Revenue
    $508M

Forward guidance

The Company's financial estimates for the fourth quarter of 2024 assume no deterioration in the markets ASGN serves and do not include any acquisition, integration, or strategic planning expenses.

Tailwinds

  • Revenues are expected to be between $990.0 million and $1,010.0 million.
  • Net income is projected to be between $39.2 million and $42.1 million.
  • Earnings per diluted share are estimated to be between $0.88 and $0.94.
  • Adjusted EBITDA is anticipated to be between $103.0 million and $107.0 million.
  • Adjusted Net Income per diluted share is expected to be between $1.18 and $1.24.

Headwinds

  • SG&A expenses are estimated to be between $197.8 million and $201.5 million.
  • Amortization of intangible assets is projected at $13.9 million.
  • Gross margin is expected to be between 28.4% and 28.6%.
  • The effective tax rate is estimated at 28.0%.
  • There are 2.5 fewer billable days than the third quarter of 2024.

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 Q3 2024

Historical avgQ3 2024

-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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