NYSE$JHG

Janus Henderson Group plc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Janus Henderson experienced a challenging quarter with a net loss, driven by market volatility and impairment charges, while adjusted operating income increased year-over-year.

Janus Henderson Group reported a net loss attributable to JHG of US$(247.0) million, or US$(1.35) per share, for the first quarter of 2020. However, adjusted operating income increased by 15% compared to the same period last year, reaching US$164.5 million. The company's AUM decreased by 21% compared to the prior quarter, reflecting the impact of COVID-19 and net outflows.

  • Operating income was US$(332.4) million, including US$487.3 million in impairment charges.
  • Adjusted operating income was up 15% year-over-year.
  • AUM decreased by 21% compared to the prior quarter, totaling US$294.4 billion.
  • The company completed US$31 million of share buybacks.

Headline financials

Total Revenue

$555M

Previous: $519M+6.9%
EPS (adj)

$0.60

Previous: $0.56+7.1%
Assets under management

$294B

No prior period
Capital Expenditures

-$8.2M

Previous: -$7.5M-9.3%
Free Cash Flow

-$293M

Previous: $92.4M-417.5%
Net Income

-$285M

Previous: $99.9M-385.5%
Operating Income

-$332M

Previous: $125M-367.0%
Gross Profit

$399M

Previous: $1.7M+23388.2%
Cash & Equivalents

$733M

Previous: $740M-1.0%
Total Assets

$6.64B

Previous: $7.02B-5.4%
Stock-Based Comp

$16.6M

Previous: $20.1M-17.4%

Revenue & EPS history

Janus Henderson · Revenue · Quarterly

$555M

Q1 2020+6.9%vs Q1 2019
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Janus Henderson intends to publish its second quarter 2020 results on 29 July 2020.

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 2020

Historical avgQ1 2020

+0.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+0.5%

Avg return

30 days after

53%

31 / 58 earnings

Positive

+10.4%

Q4 2022

Best reaction

-13.4%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%+0.0%+0.2%
Q4 2025+0.4%+0.5%+8.7%
Q3 2025-2.8%-2.1%-1.2%
Q1 2025+4.4%+5.5%+9.4%
Q4 2024+2.9%+5.2%-3.3%
Q3 2024+1.2%+2.5%+10.0%
Q2 2024-3.6%-8.1%+1.0%
Q1 2024+4.5%+6.0%+7.5%
Q4 2023+4.6%+5.5%+9.7%
Q3 2023+5.3%+9.4%+14.1%
Q2 2023-6.2%-7.5%-6.4%
Q1 2023-0.0%+3.6%+5.7%
Q4 2022+10.4%+10.3%+3.8%
Q3 2022+0.8%+1.6%+12.9%
Q2 2022+5.6%+10.8%+1.4%
Q1 2022-6.6%-10.7%-8.5%
Q4 2021-3.8%-4.7%-20.6%
Q3 2021-0.2%+5.9%-0.3%
Q2 2021+6.5%+4.9%+11.4%
Q1 2021+1.6%+2.5%+13.3%
Q4 2020-4.6%-4.5%-7.9%
Q3 2020-3.0%+0.7%+16.8%
Q2 2020-4.9%-5.0%-4.6%
Q1 2020+9.2%+13.3%+34.2%
Q4 2019+4.3%+2.5%-24.2%
Q3 2019-2.7%+1.9%+6.9%
Q2 2019-13.4%-13.1%-13.8%
Q1 2019-10.3%-11.3%-19.1%
Q4 2018+2.3%+3.0%+7.0%
Q3 2018-2.1%-1.1%-4.8%
Q2 2018-6.8%-9.3%-11.9%
Q1 2018+7.1%+7.6%+1.0%
Q4 2015-1.3%-1.9%-6.2%
Q1 2016-1.3%-3.0%-7.5%
Q4 2016-1.3%-3.0%-7.5%
Q4 2017-2.2%-7.6%-6.0%
Q3 2016+5.1%+6.3%+4.3%
Q3 2017+2.2%+7.1%+4.5%
Q2 2016+5.0%+4.4%-2.6%
Q1 2017+5.0%+4.4%-2.6%
Q2 2017+5.0%+4.4%-2.6%
Q3 2015+4.7%
Q2 2015+1.1%
Q1 2015-0.2%
Q4 2014-1.4%
Q3 2014-2.4%
Q2 2014-0.6%
Q1 2014+3.5%
Q4 2013-2.3%
Q2 2013+0.4%
Q1 2013-2.0%
Q4 2012+6.7%
Q3 2012-0.1%
Q2 2012+0.6%
Q4 2011+4.9%
Q2 2011+2.9%
Q4 2010+3.8%
Q2 2010+0.0%

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