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Jun 30, 2022

CBIZ Q2 2022 Earnings Report

CBIZ's second quarter performance was strong, with revenue and earnings per share increasing significantly.

Key Takeaways

CBIZ reported a strong second quarter with a 29.9% increase in total revenue and a 275.0% increase in GAAP EPS. The company's growth was driven by both organic growth and strategic acquisitions.

Total revenue increased by 29.9%, with same-unit revenue up 11.4%.

GAAP EPS increased by 275.0%, and adjusted EPS increased by 26.0%.

Income from continuing operations increased by 262.9%, and adjusted EBITDA increased by 29.9%.

The company raised its full-year 2022 guidance for revenue growth and adjusted earnings per share.

Total Revenue
$362M
Previous year: $279M
+29.9%
EPS
$0.63
Previous year: $0.5
+26.0%
Gross Profit
$72.2M
Previous year: $41.7M
+73.1%
Cash and Equivalents
$3.88M
Previous year: $4.68M
-17.0%
Free Cash Flow
$76.6M
Previous year: $79M
-3.1%
Total Assets
$1.97B
Previous year: $1.66B
+19.1%

CBIZ

CBIZ

CBIZ Revenue by Segment

Forward Guidance

CBIZ raised its full-year 2022 guidance to reflect anticipated revenue growth between 23% and 25% and growth in Adjusted earnings per share between 25% and 27%.

Positive Outlook

  • Increased revenue growth expectations to within a range of 23% to 25% over the prior year, up from previous guidance of 19% to 21% in revenue growth.
  • Expects an effective tax rate of approximately 25%.
  • Expects a weighted average fully diluted share count of 52.5 million to 53.0 million shares.
  • Expects full-year fully diluted earnings per share from continuing operations to grow within a range of 45% to 48% per share, over the $1.32 per share reported in 2021, up from previous guidance of 43% to 46% per share.
  • Expects Adjusted fully diluted earnings per share from continuing operations to grow within a range of 25% to 27% over the Adjusted $1.66 reported for 2021, up from previous guidance of a 20% to 22% increase per share.

Revenue & Expenses

Visualization of income flow from segment revenue to net income