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Mar 31, 2022

Heidrick & Struggles Q1 2022 Earnings Report

Reported record first quarter results with net revenue climbing 47% over prior year and record profitability achieved.

Key Takeaways

Heidrick & Struggles announced record first quarter 2022 results, with net revenue of $284 million, a 47% increase over the prior year. The company achieved record profitability, driven by strong performance in Executive Search, growth in On-Demand Talent, and the expanding impact of Heidrick Consulting.

Net revenue reached a record $283.9 million, an increase of 46.6% versus the prior year period.

Operating income increased to $30.2 million, 54.2% higher than the prior year period.

Adjusted EBITDA was $35.7 million and grew 19.4% year-over-year, and adjusted EBITDA margin was 12.6%.

Net income climbed 24.5% to $18.5 million, and diluted earnings per share was $0.90.

Total Revenue
$284M
Previous year: $194M
+46.6%
EPS
$0.9
Previous year: $0.86
+4.7%
Executive Search
$2.5M
Previous year: $1.9M
+31.6%
Avg. Revenue per Search
$124K
Previous year: $113K
+9.8%
Adjusted EBITDA
$35.7M
Previous year: $28.9M
+23.5%
Gross Profit
$66.1M
Previous year: $53.4M
+23.9%
Cash and Equivalents
$268M
Previous year: $184M
+45.6%
Free Cash Flow
-$264M
Previous year: -$144M
+84.0%
Total Assets
$896M
Previous year: $681M
+31.6%

Heidrick & Struggles

Heidrick & Struggles

Heidrick & Struggles Revenue by Segment

Heidrick & Struggles Revenue by Geographic Location

Forward Guidance

The Company expects 2022 second quarter consolidated net revenue of between $290 million and $300 million, while acknowledging that some continued fluidity in external factors such as foreign conflicts, the interest rate environment, and the COVID-19 pandemic may impact quarterly results.

Positive Outlook

  • Anticipated volume of new Executive Search confirmations
  • On-Demand Talent projects
  • Heidrick Consulting assignments
  • Current backlog
  • Consultant productivity

Challenges Ahead

  • Foreign conflicts
  • Interest rate environment
  • COVID-19 pandemic
  • Consultant retention
  • Seasonality of the business

Revenue & Expenses

Visualization of income flow from segment revenue to net income