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Why Resources Connection Stock Cratered by Nearly 12% Today
The Motley Fool· 2024-10-03 06:02
Will the company's recent reorganization juice its results following the unpleasant quarterly figures? Investors seem doubtful.Wednesday wasn't an ideal day to hold shares of business consulting services specialist Resources Connection (RGP -11.83%). After releasing quarterly earnings figures after market close on Tuesday, investors assertively sold out on the news that the company missed on the top and bottom lines.When the smoke cleared, Resource Connection's share price had fallen by almost 12%, comparin ...
Resources nection(RGP) - 2025 Q1 - Earnings Call Transcript
2024-10-02 06:37
财务数据和关键指标变化 - 公司第一季度总收入为1.369亿美元,同比下降19%[21] - 毛利率为36.5%[21] - 运营开支(SG&A)为4770万美元,同比下降14%[23] - 调整后EBITDA为230万美元,EBITDA利润率为1.7%[21] 各条业务线数据和关键指标变化 - 按需人才(On-Demand Talent)业务收入为5250万美元,同比下降33%,利润率为4.9%[24] - 咨询(Consulting)业务收入为5500万美元,同比下降3%,利润率为14.1%[24] - 外包服务(Outsourced Services)业务收入为950万美元,同比增长1%,利润率为14.7%[24] - 欧洲和亚太(Europe and APAC)业务收入为1800万美元,同比下降21%,利润率为1.3%[25] 各个市场数据和关键指标变化 - 美国和欧洲平均计费率分别同比增长2%和5%[22] - 亚太地区平均计费率相对较低,拉低了整体平均计费率[22] 公司战略和发展方向及行业竞争 - 公司调整了运营模式和品牌架构,以更好地服务客户、提升交叉销售能力[6][10][13] - 公司加强了咨询业务,提升了在客户组织中的地位,获得更多实施和执行工作[10] - 公司建立了全球交付中心,提供灵活、全球化的人才解决方案[11] - 公司面临激烈的人才招聘和定价竞争[16][22] 管理层对经营环境和未来前景的评论 - 宏观经济环境仍不确定,但公司管线和项目规模增长良好,显示执行力提升和跨部门协作的成果[14][15] - 欧洲业务受到夏季季节性和客户决策周期延长的影响,但亚太业务保持强劲[18] - 公司对未来保持谨慎乐观,相信新的运营模式和品牌定位将推动长期增长[29] 其他重要信息 - 公司完成了1230万美元的办公楼出售,获得3.4百万美元收益[23] - 公司第二季度预计收入在1.35-1.4亿美元之间,毛利率36%-37%[28]
Resources Connection (RGP) Reports Break-Even Earnings for Q1
ZACKS· 2024-10-02 06:26
Resources Connection (RGP) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.04. This compares to earnings of $0.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -100%. A quarter ago, it was expected that this consulting company would post earnings of $0.10 per share when it actually produced earnings of $0.28, delivering a surprise of 180%.Over the last four quarters, the company has ...
Resources nection(RGP) - 2025 Q1 - Quarterly Results
2024-10-02 04:15
财务业绩 - 收入为1.369亿美元,同比下降19.5%[1] - 同日恒定汇率收入同比下降19.1%[1] - 毛利率为36.5%,同比下降2.9个百分点[1] - 销售、一般及管理费用为4,891万美元,同比下降18.4%[5] - 净亏损570.7万美元,上年同期净利润311.7万美元[8] - 每股摊薄亏损0.17美元,上年同期每股收益0.09美元[13] - 调整后EBITDA为230万美元,调整后EBITDA利润率为1.7%[1] - 公司第三季度合并调整后EBITDA为2,320万美元,占收入1.7%[1] - 公司第三季度净亏损为5,707万美元[1] 现金流和资产 - 现金及现金等价物加上可用的银团贷款为2.632亿美元,与上年同期一致[1] - 公司第三季度现金及现金等价物为8.96亿美元[3] 股利和收购 - 宣布每股0.14美元的现金股利,与上年同期一致[14] - 完成对Reference Point LLC的收购[5] 非经常性项目 - 公司报告了3.117亿美元的净利润,同比增长[31] - 公司确认了1.9230亿美元的技术转型成本[31] - 公司确认了1.2890亿美元的收购成本[31] - 公司确认了3.8550亿美元的商誉减值[31] - 公司完成了Irvine办公楼的3.4200亿美元出售[31] - 公司确认了1.5610亿美元的股票激励费用[31] - 公司确认了5.4000万美元的重组调整[31] - 公司确认了1.4850亿美元的摊销费用[31] - 公司第三季度商誉减值损失为3,855万美元[1] - 公司第三季度出售资产收益为3,420万美元[1] 业务表现 - 公司第三季度平均账单率为118美元,较上年同期下降5.6%[1][4] - 公司第三季度咨询业务收入为7,753万美元,占收入14.1%[1] - 公司第三季度欧洲和亚太地区业务收入为227万美元,占收入1.3%[1] - 公司第三季度外包服务业务收入为1,394万美元,占收入14.7%[1] - 公司第三季度咨询业务平均账单率为145美元[4]
Analysts Estimate Resources Connection (RGP) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2024-09-24 23:01
Wall Street expects a year-over-year decline in earnings on lower revenues when Resources Connection (RGP) reports results for the quarter ended August 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 1, 2024, might help the stock move higher if these key numbers are better th ...
Are Investors Undervaluing Resources Connection (RGP) Right Now?
ZACKS· 2024-07-25 22:46
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that t ...
Resources nection(RGP) - 2024 Q4 - Annual Report
2024-07-23 03:55
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 ________________________ Form 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended May 25, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-32113 ________________________ RESOURCES CONNECTION, INC. (Exact Name of Registrant as Specified i ...
Resources nection(RGP) - 2024 Q4 - Earnings Call Transcript
2024-07-19 07:36
财务数据和关键指标变化 - 公司第四季度实现收入1.482亿美元,毛利率40.2%,均超出预期范围 [69] - 公司第四季度经营开支为4650万美元,较上年同期下降11%,优于预期 [79] - 公司第四季度调整后EBITDA为1310万美元,EBITDA利润率为8.8% [70] - 公司全年实现21亿美元自由现金流 [70] 各条业务线数据和关键指标变化 - 公司的Countsy业务和Veracity咨询业务在第四季度表现良好,收入同比增长 [72] - 亚太地区业务收入同比增长9%,环比第三季度增长4% [72-73] - 公司在美国的平均计费率同比增长1% [78] 各个市场数据和关键指标变化 - 北美和欧洲市场需求仍处于观望状态,客户在宏观经济信心提升前未加速人员配置和项目投入 [72] - 印度和菲律宾等市场表现良好,主要得益于大型跨国客户在这些地区建立全球中心的项目机会 [73] 公司战略和发展方向及行业竞争 - 公司将业务整合为三大服务模式:按需人才、咨询服务和外包服务,以更好满足客户需求 [38-39][47] - 公司将统一咨询服务业务为Veracity品牌,并任命Jon Bohlman为总裁 [50] - 公司收购了金融服务咨询公司Reference Point,以拓展高价值咨询服务 [27-30] - 公司正在加强数字化、技术和数据分析等能力,以满足客户对CFO角色的新需求 [22-24][49] 管理层对经营环境和未来前景的评论 - 宏观经济环境存在谨慎乐观和挑战并存的态势,公司将专注于客户正在投资的领域 [12] - 预计随着利率下降和投资信心提升,客户将增加人才发展、数字化转型和AI应用等方面的投资 [33-35] - 公司对未来前景保持谨慎乐观,将做好准备以把握市场机遇 [15][90] 其他重要信息 - 公司完成了人才管理和合同管理系统在北美的部署,并计划在未来将其推广至国际业务 [94-97] - 公司保持健康的现金流和无负债的资产负债表,将继续投资技术转型和并购以推动长期增长 [80-81] - 公司第一季度收入和毛利率预计将受到季节性因素的影响 [85-88] 问答环节重要的提问和回答 问题1 **Joe Gomes 提问** 询问公司人才管理和合同管理系统在其他地区的部署计划 [94] **Kate Duchene 和 Bhadresh Patel 回答** 公司计划在未来将这些系统推广至国际业务和其他业务单元 [96-97] 问题2 **Andrew Steinerman 提问** 询问公司第一季度收入指引中的有机同比增长情况,以及公司业务与宏观GDP走势的关系 [104-106] **Jenn Ryu 和 Kate Duchene 回答** 第一季度收入同比下降约20%,公司正在密切关注宏观环境变化并采取措施应对 [105-106] 问题3 **Mark Marcon 提问** 询问第四季度收入和成本表现优于预期的原因,以及第一季度成本指引的变化原因 [108-115] **Jenn Ryu 和 Kate Duchene 回答** 北美和亚太地区业务表现较好,以及成本管控措施是导致第四季度表现优于预期的主要原因,第一季度成本指引上升主要是由于奖金计提的重置 [109-115]
Resources Connection (RGP) Beats Q4 Earnings and Revenue Estimates
ZACKS· 2024-07-19 06:41
Resources Connection (RGP) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 180%. A quarter ago, it was expected that this consulting company would post a loss of $0.01 per share when it actually produced earnings of $0.17, delivering a surprise of 1,800%.Over the last four quarters, t ...
Resources nection(RGP) - 2024 Q4 - Annual Results
2024-07-19 04:14
Resources Connection, Inc. Reports Financial Results for Fourth Quarter and Full Fiscal Year 2024 – Fourth Quarter Beats High End of Outlook Range for Revenue, Gross Margin – – Continued Cost Discipline Drives Improved SG&A, Beating Favorable End of Outlook Range – IRVINE, California, July 18, 2024 – Resources Connection, Inc. (Nasdaq: RGP) (the "Company"), a global consulting firm, today announced its financial results for its fourth quarter and full fiscal year ended May 25, 2024. Fourth Quarter Fiscal 20 ...