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Sep 30, 2022

ASGN Q3 2022 Earnings Report

Reported financial results above the mid-point of previously-announced guidance estimates.

Key Takeaways

ASGN Incorporated reported strong Q3 2022 results with revenues of $1.2 billion, up 11.6% year-over-year, and Adjusted EBITDA of $148.7 million, up 8.9% year-over-year. Growth was primarily driven by the Commercial Segment, particularly the commercial consulting business, and strong Federal Government Segment bookings.

Revenues were $1.2 billion, up 11.6 percent over the third quarter of 2021.

Income from continuing operations was $71.1 million, up 7.2 percent over the third quarter of 2021.

Adjusted EBITDA from continuing operations was $148.7 million, up 8.9 percent over the third quarter of 2021.

Free Cash Flow from continuing operations was $79.5 million, up 18.8 percent over the third quarter of 2021.

Total Revenue
$1.2B
Previous year: $1.07B
+11.5%
EPS
$1.79
Previous year: $1.58
+13.3%
ECS Book-to-bill ratio
1.9
Previous year: 1.44
+31.9%
Gross Profit
$359M
Previous year: $309M
+16.3%
Cash and Equivalents
$211M
Previous year: $679M
-68.9%
Free Cash Flow
$79.5M
Previous year: $66.9M
+18.8%
Total Assets
$3.61B
Previous year: $3.63B
-0.4%

ASGN

ASGN

Forward Guidance

The Company's financial estimates for the fourth quarter of 2022 are based on current operating trends and assume no significant deterioration in the markets ASGN serves.

Positive Outlook

  • Revenues are estimated between $1,123.0 million and $1,143.0 million.
  • Gross margin is expected to be between 29.8% and 30.0%.
  • Net income is projected to be between $54.2 million and $57.8 million.
  • Adjusted EBITDA is estimated between $128.5 million and $133.5 million.
  • The revenue estimates for the fourth quarter include an estimated contribution from acquisitions of approximately $48.0 million.

Challenges Ahead

  • SG&A expenses are estimated between $225.7 million and $229.0 million.
  • Amortization of intangible assets is projected at $19.5 million.
  • Earnings per share are estimated between $1.07 and $1.14.
  • Adjusted EBITDA Margin is expected to be between 11.4% and 11.7%.
  • The estimated sequential decline in Adjusted EBITDA and Adjusted EBITDA margin primarily relates to the sequential decline in revenues and gross profit attributable to the fewer Billable Days in the quarter.