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Nov 23, 2024

Resources Connection Q2 2025 Earnings Report

Reported financial results for the second quarter of fiscal 2025.

Key Takeaways

Resources Connection's second quarter fiscal 2025 revenue was $145.6 million, a 10.7% decrease compared to the prior year quarter. The company reported a net loss of $68.7 million, including a non-cash goodwill impairment charge of $79.5 million, compared to net income of $4.9 million in the prior year quarter. Adjusted diluted earnings per common share was $0.18, compared to $0.28 in the prior year quarter.

Revenue of $145.6 million compared to $163.1 million, a decline of 10.7%.

Gross margin of 38.5% compared to 38.9%.

Net loss of $68.7 million, including a non-cash goodwill impairment charge of $79.5 million, compared to net income of $4.9 million.

Adjusted diluted earnings per common share of $0.18 compared to $0.28.

Total Revenue
$146M
Previous year: $163M
-10.7%
EPS
$0.18
Previous year: $0.28
-35.7%
Average Bill Rate
$123
Previous year: $122
+0.8%
Average Pay Rate
$59
Previous year: $58
+1.7%
Gross Profit
$56.1M
Previous year: $63.5M
-11.6%
Cash and Equivalents
$78.2M
Previous year: $95.8M
-18.4%
Free Cash Flow
$61K
Previous year: $121K
-49.6%
Total Assets
$425M
Previous year: $525M
-19.1%

Resources Connection

Resources Connection

Resources Connection Revenue by Segment

Forward Guidance

The company is cautiously optimistic the new calendar year will bring a stronger demand environment and are confident in their strategic vision.

Positive Outlook

  • Increasing cross-selling efforts
  • Pushing for higher bill rates
  • Driving higher consultant utilization
  • Streamlining fixed costs
  • Board’s additional share repurchase authorization

Challenges Ahead

  • Demand environment continues to be choppy
  • Clients are still measured in their decisions to move forward with transformation projects
  • Clients are still measured in their decisions to move forward filling professional interim needs
  • Timelines for opportunities to close in the pipeline continue to be extended compared to previous years.
  • On-Demand clients have recently expressed less need given lower talent movement

Revenue & Expenses

Visualization of income flow from segment revenue to net income