NYSE$MAN

ManpowerGroup Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

ManpowerGroup's Q2 2023 results reflected a challenging operating environment, particularly in the U.S. and Europe, leading to revenue declines in key segments, while prioritizing productivity and strategic initiatives for future growth.

ManpowerGroup reported Q2 2023 revenues of $4.9 billion, a 4% decrease year-over-year. Net earnings were $1.29 per diluted share, down from $2.29 in the prior year. The results were impacted by a challenging operating environment in the U.S. and Europe, as well as restructuring costs and Argentina-related currency translation losses.

  • Revenues decreased by 4% as reported, or 3% in constant currency, totaling $4.9 billion.
  • Challenging operating environment in the U.S. and Europe impacted revenue in Manpower, Experis, and Talent Solutions.
  • Gross profit margin was 17.8%, with staffing margins consistent with the previous year, but weaker permanent recruitment demand.
  • $50 million of common stock was repurchased during the quarter.

Headline financials

Total Revenue

$4.86B

Previous: $5.07B-4.3%
EPS (adj)

$1.58

Previous: $2.33-32.2%
Gross Profit Margin

17.8%

No prior period
Free Cash Flow

$65.2M

Previous: $122M-46.6%
Net Income

$65.2M

Previous: $122M-46.6%
Operating Income

$108M

Previous: $181M-40.5%
Gross Profit

$862M

Previous: $921M-6.4%
Cash & Equivalents

$408M

Previous: $886M-54.0%
Total Assets

$8.87B

Previous: $9.62B-7.8%
Stock-Based Comp

$6.9M

Previous: $11M-37.3%

Revenue & EPS history

ManpowerGroup · Revenue · Quarterly

$4.86B

Q2 2023-4.3%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

ManpowerGroup anticipates diluted earnings per share in the third quarter to be between $1.32 and $1.42, which includes an estimated favorable currency impact of 8 cents. This guidance excludes expected restructuring costs and the Argentina related impact of non-cash currency translation losses.

Tailwinds

  • Diluted earnings per share in Q3 is expected to be between $1.32 and $1.42.
  • Guidance includes an estimated favorable currency impact of 8 cents.
  • Prioritizing improved productivity.
  • Advancing strategic initiatives.
  • Positioning the company well for strong performance when market conditions improve.

Headwinds

  • Guidance excludes expected restructuring costs.
  • Guidance excludes Argentina related impact of non-cash currency translation losses.
  • Challenging operating environment for recruitment and resourcing in the U.S. and Europe.
  • Decision to wind down Proservia managed services business in Germany.
  • This outsourcing business is not part of go-forward strategy.

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 2023

Historical avgQ2 2023

-0.1%

Avg return

Earnings day

+0.0%

Avg return

5 days after

-1.2%

Avg return

30 days after

51%

35 / 69 earnings

Positive

+15.1%

Q4 2025

Best reaction

-19.1%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%+3.6%-15.6%
Q4 2025+15.1%+20.2%-3.4%
Q3 2025-6.8%-9.6%-24.7%
Q2 2025-1.4%+1.1%-8.1%
Q1 2025-19.1%-13.4%-11.2%
Q4 2024+0.5%-2.3%-4.6%
Q3 2024-12.2%-15.4%-17.0%
Q2 2024-3.7%-3.1%-4.5%
Q1 2024+6.8%+9.1%+9.7%
Q4 2023-3.1%-3.2%-5.7%
Q3 2023-1.6%-3.0%+5.8%
Q2 2023-12.3%-8.8%-13.2%
Q1 2023-6.2%-5.8%-8.3%
Q4 2022+2.4%+4.5%-2.7%
Q3 2022+5.2%+5.9%+18.5%
Q2 2022-1.5%-4.8%+1.1%
Q1 2022+8.1%+4.1%+0.8%
Q4 2021+2.2%+2.3%-3.4%
Q3 2021-8.0%-10.1%-12.4%
Q2 2021-1.4%+1.1%+6.3%
Q1 2021+4.8%+9.8%+9.3%
Q4 2020-0.4%+1.2%+5.9%
Q3 2020-1.4%+4.2%+20.9%
Q2 2020-0.8%-1.2%+4.3%
Q1 2020+8.0%+11.0%+15.5%
Q4 2019-1.5%+3.8%-19.2%
Q3 2019+4.3%+5.0%+8.7%
Q2 2019-0.5%+1.3%-5.8%
Q1 2019+10.3%+11.7%+5.8%
Q4 2018+2.9%+4.0%+11.2%
Q3 2018-2.5%-5.8%+1.2%
Q2 2018+5.6%+7.9%+2.5%
Q1 2018-15.8%-19.1%-20.0%
Q4 2017-11.2%-8.5%-9.8%
Q3 2017-1.3%+0.4%+2.8%
Q2 2017-8.9%-10.9%-9.2%
Q1 2017+1.6%-0.6%-1.3%
Q4 2016+2.8%+4.3%+3.3%
Q3 2016+8.0%+7.5%+17.2%
Q2 2016+2.2%+2.0%+2.1%
Q1 2016-5.0%
Q4 2015+0.8%
Q3 2015-4.4%
Q2 2015-2.5%
Q1 2015-1.6%
Q4 2014+9.9%
Q3 2014+1.5%
Q2 2014-1.1%
Q1 2014+6.3%
Q4 2013-1.8%
Q3 2013+1.3%
Q2 2013+6.5%
Q1 2013+2.9%
Q4 2012+6.1%
Q3 2012+9.0%
Q2 2012-9.2%
Q1 2012+0.8%
Q4 2011+2.3%
Q3 2011-3.0%
Q2 2011-5.4%
Q1 2010-0.2%
Q1 2011+2.0%
Q4 2008+3.2%
Q4 2010+3.2%
Q3 2009+1.3%
Q3 2010+1.3%
Q2 2009+1.3%
Q2 2010-2.7%
Q4 2009-2.7%

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