Core Viewpoint - ASGN Inc has been upgraded to a Zacks Rank 2 (Buy), indicating a positive shift in earnings estimates which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. ASGN Inc's Earnings Outlook - The upgrade reflects an improvement in ASGN Inc's underlying business, suggesting that investor sentiment regarding this trend could drive the stock price higher [4]. - Analysts have raised their earnings estimates for ASGN Inc, with the Zacks Consensus Estimate increasing by 0.1% over the past three months [7]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [6]. - ASGN Inc's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].

Core Insights - ASGN Incorporated has appointed Sangita Singh as President, India and International, to drive global growth and enhance offshore delivery capabilities [1] - The appointment aligns with ASGN's strategy to acquire Quinnox, a digital solutions provider, to strengthen its global delivery platform [1] - Singh brings over 30 years of experience in technology and consulting, having held leadership roles at Microsoft, IBM, Infosys, and Wipro [1] Company Strategy - The creation of the new leadership role and the Quinnox acquisition highlight ASGN's commitment to building a world-class global delivery platform [1] - ASGN is transitioning to the Everforth brand in the first half of 2026, unifying its six brands under a single identity [1] - The company aims to expand its AI-led technology and digital engineering solutions with a focus on global delivery at scale [1] Leadership and Experience - Sangita Singh is recognized as a transformational leader with a strong reputation in the Indian technology market [1] - She has been acknowledged as one of Business Today's 30 Most Powerful Women and a Young Global Leader by the World Economic Forum [1] - Singh's role will involve establishing India-based operations to support the growth of global capability centers and enhance ASGN's market execution [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (the "Act") For the fiscal year ended December 31, 2025 ☐ 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.) 4400 Cox R ...

Core Insights - Cloudaware and Apex Systems have formed a strategic partnership to launch a joint FinOps solution aimed at helping enterprises optimize cloud governance and management [1] Company Overview - Cloudaware is recognized as a premier cloud governance and optimization platform [1] - Apex Systems is a leading global technology solutions firm and part of the ASGN brand, which will be unifying under the new Everforth brand [1] Solution Details - The collaboration will integrate Apex Systems' advisory and managed services with Cloudaware's cloud management platform [1] - The joint FinOps solution is designed to assist enterprises in mastering their cloud financial operations [1]

Core Viewpoint - ASGN Inc has experienced significant selling pressure, resulting in a 15.4% decline in stock price over the past four weeks, but analysts anticipate improved earnings in the near future [1] Group 1: Technical Analysis - The Relative Strength Index (RSI) indicates that ASGN is currently in oversold territory with a reading of 29.21, suggesting a potential reversal in stock price [2][5] - RSI is a momentum oscillator that helps identify whether a stock is overbought or oversold, aiding investors in spotting entry opportunities for potential rebounds [3] Group 2: Fundamental Analysis - Analysts have raised earnings estimates for ASGN by 0.1% over the last 30 days, indicating a positive trend that typically correlates with price appreciation [7] - ASGN holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which further supports the potential for a near-term turnaround [8]

Group 1 - The core viewpoint of the news highlights the recent stock performance of ASGN, which saw a significant increase of 5.04% on January 9, 2026, alongside financial results showing revenue of $1.011 billion and a net profit of $38.1 million [1] Group 2 - On November 21, 2025, ASGN announced a comprehensive partnership with Salesforce to jointly provide artificial intelligence solutions on enterprise platforms [2]

Core Insights - ASGN Inc reported revenue of $980.1 million for the quarter ended December 2025, reflecting a year-over-year decline of 0.5% and an EPS of $1.15, down from $1.28 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $974.76 million by 0.55%, while the EPS fell short of the consensus estimate of $1.18 by 2.54% [1] Revenue Breakdown - Federal Government revenues were $281.5 million, slightly above the estimated $281.31 million, but down 3.7% year-over-year [4] - Commercial revenues totaled $698.6 million, surpassing the estimated $693.46 million, with a year-over-year increase of 0.9% [4] - Commercial Consulting revenues reached $339.4 million, exceeding the average estimate of $335.48 million, marking a significant year-over-year increase of 19.2% [4] - Commercial Assignment revenues were $359.2 million, slightly above the estimated $357.98 million, but represented a year-over-year decline of 12% [4] Stock Performance - ASGN Inc shares have returned +5.2% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.9% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

分组1 - ASGN Inc reported quarterly earnings of $1.15 per share, missing the Zacks Consensus Estimate of $1.18 per share, and down from $1.28 per share a year ago, representing an earnings surprise of -2.54% [1] - The company posted revenues of $980.1 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.55%, but down from $985 million year-over-year [2] - ASGN Inc has surpassed consensus revenue estimates four times over the last four quarters, indicating a positive trend in revenue performance [2] 分组2 - The stock has gained approximately 5.4% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [3] - The current consensus EPS estimate for the upcoming quarter is $1.05 on revenues of $970.64 million, and for the current fiscal year, it is $5.07 on revenues of $4.01 billion [7] - The Computers - IT Services industry, to which ASGN belongs, is currently in the top 40% of Zacks industries, suggesting a favorable outlook for the sector [8]

Financial Data and Key Metrics Changes - Revenues for Q4 2025 totaled $980.1 million, at the top end of guidance, with IT consulting revenues comprising 63%, up from 59% year-over-year [5][23] - Adjusted EBITDA margin was 11%, exceeding expectations, with free cash flow of $93.7 million, representing a conversion rate of approximately 87% of adjusted EBITDA [5][26] - Net income for Q4 was $25.2 million, with a gross margin of 28.9%, consistent with the prior year [24][25] Business Line Data and Key Metrics Changes - Commercial segment revenues were $698.6 million, a 0.9% increase year-over-year, while federal segment revenues were $281.5 million, a decrease of 3.7% year-over-year [23][24] - Commercial consulting revenues, the largest high-margin stream, increased by 19.2% year-over-year to $339.4 million [23] - Assignment revenue declined by 12% year-over-year, reflecting softness in parts of the commercial segment sensitive to macroeconomic changes [23] Market Data and Key Metrics Changes - In the commercial segment, healthcare accounts improved by mid-teens, while consumer and industrial accounts improved by low teens [13] - Federal segment revenues from defense and intelligence improved low single digits year-over-year, driven by funding for Project Maven [15] - The other clients category in the federal segment saw mid-teens growth year-over-year due to expansion in data, AI, and modernization efforts [15] Company Strategy and Development Direction - The company is transitioning to a new brand, Everforth, to unify its commercial and federal identities and enhance cross-selling opportunities [7] - Strategic acquisitions, such as the recent intent to acquire Quinnox for $290 million, are part of the strategy to enhance digital engineering and global delivery capabilities [8][28] - The focus remains on organic revenue growth while pursuing acquisitions that enhance solution capabilities and technology partnerships [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about strong demand for AI solutions, with nearly 80% of enterprises planning to increase AI spending in 2026 [4] - The company anticipates strong award activity in the federal segment, particularly in defense and intelligence, as budget support increases [46] - Management highlighted the importance of addressing challenges in scaling AI and integrating it into core business strategies [19][20] Other Important Information - The company generated $288.1 million in free cash flow for the full year 2025, with $170.1 million used for share repurchases [27][28] - The effective tax rate for Q4 was 36.4%, above the forecasted 28%, due to one-time items [25] - The company has approximately $972 million remaining on its $1 billion share repurchase authorization [28] Q&A Session Summary Question: Focus on M&A strategy and comfort with leverage - Management emphasized organic growth as the primary focus, with acquisitions aimed at enhancing solution capabilities based on client needs [36] - Post-acquisition leverage is expected to be at 2.9, which is considered modestly leveraged [38] Question: Capital allocation between stock buybacks and acquisitions - Management noted that both share repurchases and acquisitions are accretive, and a balanced strategy is essential [42][44] Question: Outlook for government consulting business - Management expects strong award activity in the federal segment, particularly in defense and intelligence, despite delays from the government shutdown [46] Question: Client demand for AI and impact on staffing - Management indicated that AI is driving demand, but clients are being judicious with staffing, focusing on outcome-based investments [51] Question: Commercial consulting growth mix and revenue visibility - Growth in commercial consulting is driven by project-based work, with a healthy mix of long-term projects expected to improve revenue visibility [59][61]

ASGN (NYSE:ASGN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsKimberly Esterkin - VP of Investor RelationsMarie Perry - CFOShiv Iyer - PresidentTheodore Hanson - CEOConference Call ParticipantsJeffrey Silber - AnalystKevin McVeigh - AnalystMaggie Nolan - AnalystMark Marcon - AnalystSurinder Thind - AnalystTobey Sommer - AnalystOperatorGreetings, and welcome to the ASGN Incorporated Fourth Quarter and Full Year 2025 Earnings Call. At this time, all participants are on a listen-only ...