财务业绩 - 公司第二季度收入为10.35亿美元[3] - 调整后EBITDA利润率为11.3%，位于预期区间的上端[3] - 第三季度收入预计在10.24亿至10.44亿美元之间[21] - 第三季度调整后EBITDA预计在1.14亿至1.19亿美元之间，调整后EBITDA利润率为11.1%至11.4%[24] - 公司第二季度收入为10.347亿美元，同比下降8.5%[33] - 第二季度毛利为3.011亿美元，毛利率为29.1%[33] - 第二季度营业利润为8040万美元，同比下降17.9%[33] - 第二季度净利润为4720万美元，同比下降21.5%[33] - 第二季度每股摊薄收益为1.02美元[34] - 第二季度经调整EBITDA为1.171亿美元，同比下降13.4%[40] - 第二季度经调整每股收益为1.36美元[42] - 预计第三季度净利润在4580万美元至4940万美元之间[45] - 预计第三季度经调整EBITDA在1.14亿美元至1.19亿美元之间[45] - 预计第三季度经调整每股收益在59.1美分至62.7美分之间[46] 非GAAP财务指标 - 公司不包括收购、整合和战略规划费用，或与股票激励相关的超额税收优惠[48] - 调整后净收入(非GAAP指标)为每股1.31美元和1.39美元[49] - 公司使用EBITDA、调整后EBITDA、调整后EBITDA利润率、调整后净收入、调整后每股净收入、自由现金流和同期可计费天数收入等非GAAP财务指标来评估财务业绩[51] - EBITDA、调整后EBITDA和调整后EBITDA利润率反映了公司核心业务的经营成果,剔除了非经营和某些非现金费用的影响[52] - 调整后净收入反映了公司核心业务的经营成果,剔除了非经营和某些非现金费用的影响,并对无形资产摊销的现金流进行了调整[53] - 自由现金流为公司提供了有关可用于战略机会的现金量的有用信息[54] 业务发展情况 - 商业分部新订单额为13亿美元，订单增长率为1.2倍[4] - 联邦政府分部新合同金额为9.491亿美元，订单增长率为0.7倍[4] - IT咨询服务收入占总收入的57.1%，较去年同期上升[13] - 毛利率为29.1%，较去年同期上升20个基点[14] - 商业咨询业务的订单量和收入比率反映了业务发展情况[55] - 联邦政府业务的新合同签订金额和收入比率反映了业务发展情况[56] - 同期可计费天数收入指标消除了可计费天数差异对收入的影响,提供了更可比的信息[57]

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Citizens Financial Services, Inc. (CZFS) is a bank holding company. The Zacks Consensus Estimate for its current year earnings has been revised 17.3% downward over the last 60 days.Evans Bancorp, Inc. (EVBN) is a financial holding company for Evans Bank. The Zacks Consensus Estimate for its current year earnings has been revised 8.5% downward over the last 60 days.ASGN Incorporated (ASGN) is an IT solutions provider. The Zacks Consens ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Uranium Energy (UEC) is a US-based junior resource company with the objective of becoming a near-term ISR uranium producer in the United States. The Zacks Consensus Estimate for its current year earnings has been revised 62.5% downward over the last 60 days.ASGN (ASGN) provides IT and professional services in the technology, digital, creative, engineering and life sciences fields across commercial and government sectors. The Zacks Con ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Alibaba Group Holding Limited (BABA) is a Chinese e-commerce giant. The Zacks Consensus Estimate for its current year earnings has been revised 8.1% downward over the last 60 days.ASGN Incorporated (ASGN) provides IT services. The Zacks Consensus Estimate for its current year earnings has been revised 9.3% downward over the last 60 days.B&G Foods, Inc. (BGS) is a household products and frozen foods company. The Zacks Consensus Estimat ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:3D Systems (DDD) is a leading provider of 3D content-to-print solutions including 3D printers, print materials, on-demand custom parts services and 3D authoring solutions for professionals and consumers, worldwide. The Zacks Consensus Estimate for its current year earnings has been revised almost 11.1% downward over the last 60 days.ASGN (ASGN) provides IT and professional services in the technology, digital, creative, engineering and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-35636 ASGN Incorporated (Exact name of registrant as specified in its charter) Delaware 95-4023433 (State of Incorporation) (I.R.S. Employer Identification No.) ...

Q1 2024 Earnings Supplemental Materials Certain information in this presentation is “forward-looking” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and involves a high degree of risk and Safe uncertainty. Forward-looking information includes estimates of the company’s future financial and operating performance. Certain data and statements in this presentation, other than those setting forth strictly Harbor historical information, are forward-looking and are not guaran ...

财务数据和关键指标变化 - 第一季度收入为10.5亿美元,接近指导范围的上限 [7] - 调整后EBITDA为1.083亿美元,也接近指导范围的上限 [7] - 毛利率为28.2%,同比下降70个基点,主要由于联邦政府业务收入占比提高,其毛利率较低 [46][47] - 商业咨询业务收入增长2%,占总收入的57%,较上年同期的50%有所提升 [11] - 联邦政府业务收入同比增长7% [45] 各条业务线数据和关键指标变化 商业业务 - 商业业务收入同比下降12.1%,主要受到更加谨慎的IT支出影响 [45] - 商业咨询业务收入增长2%,并环比增长3.2% [17] - 商业咨询业务的12个月滚动订单量为1.2倍 [17] - 订单主要集中在续约业务,但客户在网络安全、云计算和数据分析等领域的支出有所增加 [18][19] - 5个商业行业垂直市场均同比下降,但电力、医疗服务和电信等子行业实现同比增长 [20][21] 联邦政府业务 - 联邦政府业务收入同比增长7% [34] - 合同在手金额为29亿美元,覆盖率为2.2倍 [35] - 新签合同金额为1.973亿美元,12个月滚动订单量为0.9倍 [35] - 获得了一份5年120万美元的网络安全合同,以及支持国防部发展下一代人工智能能力的合同 [37][40] 各个市场数据和关键指标变化 - 商业业务方面,客户IT支出谨慎,但在网络安全、云计算和数据分析等领域的支出有所增加 [18][19] - 联邦政府业务方面,随着财政预算的通过,之前被持续决议推迟的合同开始进入采购流程 [36] - 联邦政府在网络安全和负责任人工智能应用等领域的支出有所增加 [37][40] 公司战略和发展方向 - 公司正在积极调整业务模式,增加高价值、高毛利的咨询业务占比,目前已达到57% [11] - 公司正在加大对人才培养和技术能力的投资,以保持在关键技术领域如网络安全、数据分析、云计算和人工智能等的竞争力 [13] - 公司董事会批准了一项为期两年、规模达7.5亿美元的股票回购计划,反映了公司对自身价值的信心,同时也保留了进行战略性收购的能力 [14][54] 管理层对经营环境和未来前景的评论 - 商业客户IT支出谨慎,但公司的高端咨询业务仍保持增长 [8] - 联邦政府业务在预算获批后有望加速增长,但需要一定时间才能真正释放 [36] - 公司的多元化行业组合和联邦政府业务的反周期特性有助于在不同市场环境下保持稳定 [10] - 公司有信心在技术变革加速的环境下,凭借自身的人才培养和能力建设,继续为客户提供高价值的IT服务 [13][66] 问答环节重要的提问和回答 问题1 **Trevor Romeo 提问** 询问了商业咨询业务收入的环比增长情况,以及是否有大型项目启动带动了这一增长 [69][70] **Theodore Hanson 回答** 公司的商业咨询业务订单保持稳定,但由于项目周期延长,导致收入增长放缓。订单主要集中在续约业务,而非新业务。客户在关键领域如网络安全、云计算和数据分析的支出有所增加 [70][71] 问题2 **Surinder Thind 提问** 询问了商业业务中不同细分业务线,如派遣、创意圈和永久性招聘的表现情况 [78][79] **Theodore Hanson 回答** 这些细分业务线的表现相对稳定,没有出现大的波动。公司的业务模式具有较强的弹性,成本结构也较为可变,有助于在收入波动时维护利润水平 [80][81][82] 问题3 **Unidentified Analyst 提问** 询问了公司在数据和人工智能相关业务方面的进展情况,以及定价和发展前景 [141][142] **Randolph Blazer 回答** 公司正在积极布局Databricks、Snowflake等热门技术领域,并取得了一些有价值的项目。这些新兴技术在医疗、电信等行业具有广泛应用前景,公司正在加大在人才培养、技术合作等方面的投入,以保持在这些领域的竞争力 [143][144][145][146]

营收情况 - ASGN Inc 2024年第一季度营收为10.5亿美元，同比下降7.1% [1] - 公司营收超出Zacks Consensus Estimate 0.51%，但EPS与预期持平 [2] - 商业部门营收为7.315亿美元，较预期低12.1% [5] - 商业-咨询部门营收为2.77亿美元，较预期高2% [6] - 商业-分配部门营收为4.545亿美元，较预期低18.9% [7] 关键指标表现 - ASGN Inc在最新季度的关键指标表现如下：联邦政府营收为3.175亿美元，较预期高出7% [5] 股票表现 - ASGN Inc股票过去一个月回报率为+0.2%，目前Zacks排名为4（卖出），预示着短期内可能表现不佳 [8]

Exhibit 99.1 ASGN Incorporated Reports First Quarter 2024 Results Revenues and Adj. EBITDA near the top-end of guidance ranges Approves new $750 million stock repurchase program April 24, 2024 RICHMOND, VA.— (BUSINESS WIRE) -- ASGN Incorporated (NYSE: ASGN), a leading provider of IT services and solutions to the commercial and government sectors, reported financial results for the quarter ended March 31, 2024. Highlights • Revenues were $1.05 billion • Net income was $38.1 million • Adjusted EBITDA (a non-G ...