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Mar 27, 2020

Hackett Q1 2020 Earnings Report

The Hackett Group's first quarter results were announced with a 5% increase in net revenue and pro forma EPS up by 9%.

Key Takeaways

The Hackett Group reported a solid first quarter with net revenue up 5% to $65.2 million and pro forma EPS up 9% to $0.24. The company ended the quarter with a strong cash position of $23.3 million and no outstanding debt. However, due to economic uncertainty, the company expects sequential revenue declines of 15% to 20% in the second quarter.

Q1 2020 net revenue was $65.2 million, a 5% increase year-over-year.

Q1 2020 pro forma EPS was $0.24, a 9% increase year-over-year.

Q1 2020 GAAP EPS was $0.17, compared to $0.22 in the same period last year.

The company had a cash balance of $23.3 million at the end of Q1 2020 with no outstanding debt.

Total Revenue
$69.5M
Previous year: $67.2M
+3.5%
EPS
$0.24
Previous year: $0.22
+9.1%
Consultant headcount
1.03K
Total headcount
1.24K
Days sales outstanding
70
Gross Profit
$22.5M
Previous year: $22.6M
-0.4%
Cash and Equivalents
$23.3M
Previous year: $10.7M
+118.6%
Free Cash Flow
$5.99M
Previous year: $5.25M
+14.0%
Total Assets
$195M
Previous year: $188M
+4.0%

Hackett

Hackett

Forward Guidance

Due to the economic uncertainty, the company expects sequential revenue declines of 15% to 20% from Q1 2020 to Q2 2020 and anticipates a significant level of profitability. However, cash balances net of any outstanding debt are not expected to decrease during the second quarter of 2020.

Positive Outlook

  • Maintaining current staffing levels through the balance of the second quarter.
  • Strong cash position to navigate the volatility.
  • Well positioned once the economic demand recovers.
  • Do not expect cash balances net of any outstanding debt to decrease during the second quarter of 2020.
  • Associates successfully adapting to client’s virtual service delivery requirements

Challenges Ahead

  • Economic disruption from the coronavirus.
  • Significant economic uncertainty.
  • Sequential revenue declines of 15% to 20% from the first quarter of 2020 to the second quarter of 2020.
  • Expect to forego a significant level of profitability.
  • Board of Directors deferred our dividend declaration decision until closer to quarter end.