NYSE$EFOR

ASGN Incorporated · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

ASGN reported solid results for the fourth quarter, with revenues, gross margin, and Adjusted EBITDA margin at the top-end of, or above, its guidance ranges.

ASGN Incorporated reported fourth-quarter revenues of $1.1 billion and net income of $50.3 million. Full-year revenues reached $4.5 billion, with commercial consulting revenues surpassing $1.0 billion. The company repurchased approximately 0.9 million shares of its common stock for $75.4 million during the quarter.

  • Revenues were $1.1 billion.
  • Net income was $50.3 million.
  • Adjusted EBITDA was $121.0 million (11.3 percent of revenues).
  • Repurchased approximately 0.9 million shares of the Company's common stock for $75.4 million.

Headline financials

Total Revenue

$1.07B

Previous: $1.15B-6.6%
EPS (adj)

$1.45

Previous: $1.51-4.0%
Adjusted EBITDA

$121M

No prior period
Adjusted EBITDA Margin

11.3%

No prior period
Consolidated Gross Margin

28.4%

No prior period
Capital Expenditures

$7.2M

Previous: $10.5M-31.4%
Net Income

$50.3M

Previous: $55.6M-9.5%
Operating Income

$83.4M

Previous: $90.4M-7.7%
Gross Profit

$287M

Previous: $340M-15.6%
Stock-Based Comp

$10.3M

Previous: $13.4M-23.1%

Revenue & EPS history

ASGN · Revenue · Quarterly

$1.07B

Q4 2023-6.6%vs Q4 2022
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 first quarter of 2024 are based on current operating trends and assume no significant deterioration in the markets ASGN serves.

Tailwinds

  • Revenues are expected to be between $1,032.0 million and $1,052.0 million.
  • Net income is projected to be between $37.7 million and $41.3 million.
  • Diluted earnings per share are estimated to be between $0.80 and $0.87.
  • Adjusted EBITDA is anticipated to be between $104.5 million and $109.5 million.
  • Adjusted Net Income per diluted share is expected to be between $1.10 and $1.18.

Headwinds

  • SG&A expenses are estimated to be between $205.1 million and $208.4 million.
  • Amortization of intangible assets is projected at $15.1 million.
  • Gross margin is expected to be between 28.0% and 28.3%.
  • Effective tax rate is estimated at 28.0%.
  • Lower gross and Adjusted EBITDA margins in the first quarter of the year due to the effects of the payroll tax reset.

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 2023

Historical avgQ4 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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