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Sep 30, 2020

ASGN Q3 2020 Earnings Report

ASGN exceeded expectations for the quarter.

Key Takeaways

ASGN Incorporated reported strong Q3 2020 results, with revenues up 0.9% year-over-year and 8.0% sequentially, reaching $1.01 billion. Net income was $52.3 million, and adjusted EBITDA was $113.3 million.

Revenues were $1.01 billion, up 0.9 percent year-over-year and up 8.0 percent sequentially

Net income was $52.3 million ($0.99 per diluted share), down 8.9 percent year-over-year and up 7.2 percent sequentially

Adjusted Net Income was $67.1 million ($1.27 per diluted share), down 3.7 percent year-over-year and up 8.8 percent sequentially

Free Cash Flow was $81.9 million, or 8.1 percent of revenues

Total Revenue
$1.01B
Previous year: $1B
+0.9%
EPS
$1.27
Previous year: $1.31
-3.1%
Gross Profit
$271M
Previous year: $291M
-7.0%
Cash and Equivalents
$230M
Previous year: $67.5M
+240.3%
Free Cash Flow
$81.9M
Previous year: $84.4M
-3.0%
Total Assets
$3.21B
Previous year: $2.83B
+13.4%

ASGN

ASGN

ASGN Revenue by Segment

Forward Guidance

The Company is providing financial estimates for the fourth quarter of 2020, which are based on recent operating trends in the business and assume no significant deterioration in the markets ASGN serves.

Positive Outlook

  • Revenues are expected to be between $968.0 million and $988.0 million.
  • Gross margin is expected to be between 26.7% and 26.9%.
  • Adjusted EBITDA is expected to be between $101.0 million and $106.0 million.
  • Adjusted Net Income per diluted share is expected to be between $1.09 and $1.16.
  • Revenues per Billable Day are estimated to increase approximately 4.0 to 4.5 percent sequentially.

Challenges Ahead

  • Commercial revenues are expected to be flat-to-down sequentially because of 3.5 fewer Billable Days in the fourth quarter compared with the third quarter.
  • Sequentially, revenues are expected to be down because of 3.5 fewer Billable Days and lower revenues on certain cost reimbursable contracts
  • Net income is expected to be between $44.4 million and $48.1 million.
  • Earnings per diluted share are expected to be between $0.83 and $0.90.
  • Effective tax rate is estimated to be 27.0 percent.