ASGN Incorporated (NYSE:ASGN) Q2 2022 Results Conference Call July 27, 2022 4:30 PM ET Company Participants Kimberly Esterkin - ADDO IR Ted Hanson - CEO Edward Pierce - CFO Randolph Blazer - President Conference Call Participants Heather Balsky - Bank of America Jeffrey Silber - BMO Capital Markets Mark Marcon - Baird Samuel Kusswurm - William Blair Tobey Sommer - Truist Securities Operator Greetings, and welcome to ASGN Incorporated Second Quarter 2022 Earnings Conference Call. [Operator Instructions] As ...

ASGN Incorporated (NYSE:ASGN) Q1 2022 Earnings Conference Call April 27, 2022 4:30 PM ET Company Participants Kimberly Esterkin - ADDO, Investor Relations Theodore Hanson - CEO & Director Edward Pierce - EVP & CFO Randolph Blazer - President Conference Call Participants Maggie Nolan - William Blair Tobey Sommer - Truist Securities Heather Balsky - Bank of America Jeff Silber - BMO Capital Markets Mark Marcon - Baird Disclaimer*: This transcript is designed to be used alongside the freely available audio rec ...

Q1 2022 Earnings Supplemental Materials Safe Harbor 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 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 historical information, are forward-looking and are not guaran ...

Financial Data and Key Metrics Changes - For Q4 2021, revenues totaled $1.1 billion, up 17% year-over-year, and adjusted EBITDA was $130.3 million, an increase of 26% year-over-year [8][21] - Full year revenues reached a record $4 billion, with adjusted EBITDA of $483.1 million, reflecting increases of 14.5% and 23% year-over-year, respectively [9][21] - Free cash flow from continuing operations for 2021 was $246.9 million, with a senior secured debt leverage ratio of 1.02 to 1 at year-end [9][25] Business Line Data and Key Metrics Changes - The Commercial segment generated revenue of $790.5 million in Q4 2021, up 24.1% year-over-year, while the Federal Government segment's revenue was $263.3 million, consistent with the prior year [12][18] - Commercial consulting revenues totaled $191.7 million in Q4 2021, a significant increase of 75.2% year-over-year [15] - The Federal Government segment's adjusted EBITDA margin improved to 11.3%, up 230 basis points year-over-year, with a gross margin increase of 560 basis points [18][23] Market Data and Key Metrics Changes - All five commercial industry verticals for Apex Systems experienced double-digit growth year-over-year, with particularly high growth in retail, energy, utilities, airlines, and airfreight [13] - The Federal Government segment's new business pipeline remained strong, with $131.1 million in new business awarded during the quarter [19] Company Strategy and Development Direction - The company is focused on organic growth, strategic acquisitions, and returning capital to shareholders, with a strong emphasis on expanding high-margin consulting services [9][10][30] - Recent acquisitions, such as the Avaap Infor business unit, are aimed at enhancing capabilities in healthcare and manufacturing ERP solutions [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's upward trajectory, citing strong productivity and a favorable business mix despite ongoing pandemic challenges [11][30] - The company anticipates revenue growth above market rates for 2022, driven by high-margin commercial consulting and digital marketing services [26] Other Important Information - The company repurchased $181.3 million of its common stock in 2021, with a new two-year $350 million repurchase plan approved [10] - Management highlighted the importance of integrating acquisitions quickly and efficiently as a competitive advantage [29] Q&A Session Summary Question: What drove the margin outperformance in Q4? - Management indicated that stronger performance in the Commercial segment, particularly from consulting services, was a key driver of margin outperformance [32] Question: Have more RFPs been released in the government sector? - Management noted that while the market is improving, it is still not fully functional compared to pre-COVID levels, but there are more opportunities being released [34] Question: How does the consulting service fit into the overall IT services market? - Management explained that their consulting unit provides methodology, IP, and leadership, allowing them to compete effectively against larger consulting firms [60][64] Question: How is the company managing wage inflation? - Management confirmed that they have been able to pass wage inflation through to clients, maintaining a balance of supply and demand for skilled IT professionals [70] Question: What is the growth outlook for the Commercial Consulting business? - Management indicated that growth is coming from both existing staffing clients and new clients, with a focus on providing value through consulting services [72]

BofA Leveraged Finance Conference November 30, 2021 1 Safe Harbor 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 uncertainty. Forwardlooking 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 historical information, are forward-looking and a ...

JPMorgan Ultimate Services Conference November 18, 2021 1 Safe Harbor 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 uncertainty. Forwardlooking 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 historical information, are forward-looking a ...