Latest news with #FirstAdvantage
Yahoo
2 days ago
- Business
- Yahoo
First Advantage's Q1 Earnings Call: Our Top 5 Analyst Questions
First Advantage's first quarter was marked by strong sales execution and successful integration of its Sterling acquisition, both of which contributed to results that exceeded Wall Street's expectations. Management attributed the company's performance to robust upsell and cross-sell activity, high customer retention rates, and disciplined cost management. CEO Scott Staples highlighted that 'our sales pipeline momentum continues with 14 enterprise bookings in the first quarter and 78 in the last 12 months, each with $500,000 or more of expected annual contract value.' Despite some softness in select verticals such as retail and e-commerce, the company saw healthy demand across compliance and financial services, as well as improved stability in international markets. Is now the time to buy FA? Find out in our full research report (it's free). Revenue: $354.6 million vs analyst estimates of $344.4 million (109% year-on-year growth, 2.9% beat) Adjusted EPS: $0.17 vs analyst estimates of $0.13 (30.2% beat) Adjusted EBITDA: $92.11 million vs analyst estimates of $81.79 million (26% margin, 12.6% beat) The company reconfirmed its revenue guidance for the full year of $1.55 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $0.95 at the midpoint EBITDA guidance for the full year is $430 million at the midpoint, above analyst estimates of $416.5 million Operating Margin: 2.1%, up from -0.4% in the same quarter last year Market Capitalization: $2.85 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Shlomo Rosenbaum (Stifel) asked how management reconciles strong April order volumes with client caution. CEO Scott Staples explained that clients are in 'just-in-time hiring mode,' responding quickly to business needs but remaining hesitant to forecast future demand. Will Chi (RBC Capital Markets) inquired if expectations for base growth have changed due to macro volatility. CFO Steven Marks replied that base growth assumptions remain largely unchanged, with easier year-over-year comparisons expected to aid results in the second half. Andrew Steinerman (JPMorgan) questioned when base growth might return to the 2-4% range seen historically. Staples stated that, while stability is evident, positive base growth is likely not until early 2026. Andrew Nicholas (William Blair) sought clarity on trends in RFP volumes and the impact of digital identity needs. Staples said RFP volumes are stable, but demand for digital identity solutions is driving more upsell and cross-sell activity. Scott Wurtzel (Wolfe Research) asked about international growth trends and the rollout of AI in criminal records processing. Staples noted broad-based international recovery and that AI agents are improving turnaround times, though details will be shared at Investor Day. In the coming quarters, the StockStory team will be monitoring (1) the pace of synergy capture and operational improvements from the Sterling integration, (2) continued momentum in sales pipeline conversion and deal onboarding, and (3) adoption rates for AI-driven products and digital identity solutions. Execution in these areas, along with stable customer retention and macro trends, will be critical markers for assessing management's strategy. First Advantage currently trades at $16.43, up from $14.98 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
Yahoo
17-06-2025
- Business
- Yahoo
Korn Ferry (KFY) Q1 Earnings: What To Expect
Organizational consulting firm Korn Ferry (NYSE:KFY) will be reporting results this Wednesday morning. Here's what to expect. Korn Ferry beat analysts' revenue expectations by 2.8% last quarter, reporting revenues of $676.5 million, flat year on year. It was a satisfactory quarter for the company, with a solid beat of analysts' EPS guidance for next quarter estimates but revenue guidance for next quarter slightly missing analysts' expectations. Is Korn Ferry a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Korn Ferry's revenue to be flat year on year at $699 million, improving from the 5.2% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.26 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Korn Ferry has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 2.2% on average. Looking at Korn Ferry's peers in the professional staffing & hr solutions segment, some have already reported their Q1 results, giving us a hint as to what we can expect. First Advantage delivered year-on-year revenue growth of 109%, beating analysts' expectations by 2.9%, and Barrett reported revenues up 10.1%, topping estimates by 2.3%. First Advantage traded up 17.9% following the results while Barrett's stock price was unchanged. Read our full analysis of First Advantage's results here and Barrett's results here. Investors in the professional staffing & hr solutions segment have had steady hands going into earnings, with share prices flat over the last month. Korn Ferry is down 1.3% during the same time and is heading into earnings with an average analyst price target of $78.50 (compared to the current share price of $67.81). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
Korn Ferry (KFY) Q1 Earnings: What To Expect
Organizational consulting firm Korn Ferry (NYSE:KFY) will be reporting results this Wednesday morning. Here's what to expect. Korn Ferry beat analysts' revenue expectations by 2.8% last quarter, reporting revenues of $676.5 million, flat year on year. It was a satisfactory quarter for the company, with a solid beat of analysts' EPS guidance for next quarter estimates but revenue guidance for next quarter slightly missing analysts' expectations. Is Korn Ferry a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Korn Ferry's revenue to be flat year on year at $699 million, improving from the 5.2% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.26 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Korn Ferry has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 2.2% on average. Looking at Korn Ferry's peers in the professional staffing & hr solutions segment, some have already reported their Q1 results, giving us a hint as to what we can expect. First Advantage delivered year-on-year revenue growth of 109%, beating analysts' expectations by 2.9%, and Barrett reported revenues up 10.1%, topping estimates by 2.3%. First Advantage traded up 17.9% following the results while Barrett's stock price was unchanged. Read our full analysis of First Advantage's results here and Barrett's results here. Investors in the professional staffing & hr solutions segment have had steady hands going into earnings, with share prices flat over the last month. Korn Ferry is down 1.3% during the same time and is heading into earnings with an average analyst price target of $78.50 (compared to the current share price of $67.81). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
Yahoo
06-06-2025
- Business
- Yahoo
Q1 Earnings Roundup: ManpowerGroup (NYSE:MAN) And The Rest Of The Professional Staffing & HR Solutions Segment
As the Q1 earnings season wraps, let's dig into this quarter's best and worst performers in the professional staffing & hr solutions industry, including ManpowerGroup (NYSE:MAN) and its peers. The Professional Staffing & HR Solutions subsector within Business Services is set to benefit from evolving workforce trends, including the rise of remote work and the gig economy. With companies casting a wider net to find talent due to remote work, the expertise of staffing and recruiting companies is even more valuable. For those who invest wisely, the use of predictive AI in recruitment and screening as well as automation in HR workflows can enhance efficiency and scalability. On the other hand, digitization means that talent discovery is less of a manual process, opening the door for tech-first platforms. Additionally, regulatory scrutiny around data privacy in HR is evolving and may require companies in this sector to change their go-to-market strategies over time. The 7 professional staffing & hr solutions stocks we track reported a slower Q1. As a group, revenues beat analysts' consensus estimates by 0.5% while next quarter's revenue guidance was in line. While some professional staffing & hr solutions stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.1% since the latest earnings results. Founded during the post-World War II economic boom when businesses needed temporary workers, ManpowerGroup (NYSE:MAN) connects millions of people to employment opportunities through its global network of staffing, recruitment, and workforce management services. ManpowerGroup reported revenues of $4.09 billion, down 7.1% year on year. This print exceeded analysts' expectations by 2.9%. Despite the top-line beat, it was still a slower quarter for the company with a significant miss of analysts' EPS estimates. Jonas Prising, ManpowerGroup Chair & CEO, said, "During the quarter, we saw good growth in Latin America and Asia Pacific while operating conditions remained challenging in Europe and North America. More recently, the demand outlook is less clear based on increased caution following trade policy developments. In this uncertain environment, we continue to compete well in the market and remain focused on what we can control, staying close to our clients and candidates and adjusting our cost base to market conditions as needed. Unsurprisingly, the stock is down 18.8% since reporting and currently trades at $40.15. Read our full report on ManpowerGroup here, it's free. Processing approximately 100 million background checks annually across more than 200 countries and territories, First Advantage (NASDAQ:FA) provides employment background screening, identity verification, and compliance solutions to help companies manage hiring risks. First Advantage reported revenues of $354.6 million, up 109% year on year, outperforming analysts' expectations by 2.9%. The business had an exceptional quarter with a solid beat of analysts' EPS estimates and an impressive beat of analysts' full-year EPS guidance estimates. First Advantage delivered the biggest analyst estimates beat, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 21.1% since reporting. It currently trades at $18.13. Is now the time to buy First Advantage? Access our full analysis of the earnings results here, it's free. With roots dating back to 1948 as the first specialized recruiting firm for accounting and finance professionals, Robert Half (NYSE:RHI) provides specialized talent solutions and business consulting services, connecting skilled professionals with companies across various fields. Robert Half reported revenues of $1.35 billion, down 8.4% year on year, falling short of analysts' expectations by 4.3%. It was a disappointing quarter as it posted a significant miss of analysts' EPS estimates. Robert Half delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 6.2% since the results and currently trades at $43.57. Read our full analysis of Robert Half's results here. With nearly 60 years of matching skilled professionals with the right opportunities, Kforce (NYSE:KFRC) is a professional staffing company that specializes in placing technology and finance experts with businesses on both temporary and permanent bases. Kforce reported revenues of $330 million, down 6.2% year on year. This result came in 1% below analysts' expectations. Overall, it was a softer quarter as it also recorded a miss of analysts' EPS guidance for next quarter estimates and a miss of analysts' EPS estimates. The stock is down 3.7% since reporting and currently trades at $41.05. Read our full, actionable report on Kforce here, it's free. Born from a corporate spinoff in 2017 to focus on employee experience technology, Alight (NYSE:ALIT) provides human capital management solutions that help companies administer employee benefits, payroll, and workforce management systems. Alight reported revenues of $548 million, down 2% year on year. This number beat analysts' expectations by 1.2%. It was a strong quarter as it also logged a solid beat of analysts' EPS guidance for next quarter estimates and full-year revenue guidance meeting analysts' expectations. Alight had the weakest full-year guidance update among its peers. The stock is up 2.2% since reporting and currently trades at $5.35. Read our full, actionable report on Alight here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Sign in to access your portfolio
Yahoo
22-05-2025
- Business
- Yahoo
First Advantage (NASDAQ:FA): Strongest Q1 Results from the Professional Staffing & HR Solutions Group
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at professional staffing & hr solutions stocks, starting with First Advantage (NASDAQ:FA). The Professional Staffing & HR Solutions subsector within Business Services is set to benefit from evolving workforce trends, including the rise of remote work and the gig economy. With companies casting a wider net to find talent due to remote work, the expertise of staffing and recruiting companies is even more valuable. For those who invest wisely, the use of predictive AI in recruitment and screening as well as automation in HR workflows can enhance efficiency and scalability. On the other hand, digitization means that talent discovery is less of a manual process, opening the door for tech-first platforms. Additionally, regulatory scrutiny around data privacy in HR is evolving and may require companies in this sector to change their go-to-market strategies over time. The 7 professional staffing & hr solutions stocks we track reported a slower Q1. As a group, revenues beat analysts' consensus estimates by 0.5% while next quarter's revenue guidance was in line. While some professional staffing & hr solutions stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.8% since the latest earnings results. Processing approximately 100 million background checks annually across more than 200 countries and territories, First Advantage (NASDAQ:FA) provides employment background screening, identity verification, and compliance solutions to help companies manage hiring risks. First Advantage reported revenues of $354.6 million, up 109% year on year. This print exceeded analysts' expectations by 2.9%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts' EPS estimates and a solid beat of analysts' full-year EPS guidance estimates. 'We are pleased that First Advantage delivered solid financial performance in the first quarter, exceeding our expectations. We are continuing to see strong traction through upsell, cross-sell, and new logos, with sequential quarterly improvement in the base business and continued high customer retention levels. Our focused vertical strategy, with a depth of expertise across a broad range of industries, is delivering results and providing balance in the current environment,' said Scott Staples, Chief Executive Officer. First Advantage achieved the biggest analyst estimates beat, fastest revenue growth, and highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 15.5% since reporting and currently trades at $17.30. Is now the time to buy First Advantage? Access our full analysis of the earnings results here, it's free. Operating as a professional employer organization (PEO) that serves over 8,000 companies with more than 120,000 worksite employees, Barrett Business Services (NASDAQ:BBSI) provides management solutions that help small and mid-sized businesses handle human resources, payroll, workers' compensation, and other administrative functions. Barrett reported revenues of $292.6 million, up 10.1% year on year, outperforming analysts' expectations by 2.3%. The business had an exceptional quarter with an impressive beat of analysts' EPS estimates. The market seems content with the results as the stock is up 2% since reporting. It currently trades at $41.60. Is now the time to buy Barrett? Access our full analysis of the earnings results here, it's free. With roots dating back to 1948 as the first specialized recruiting firm for accounting and finance professionals, Robert Half (NYSE:RHI) provides specialized talent solutions and business consulting services, connecting skilled professionals with companies across various fields. Robert Half reported revenues of $1.35 billion, down 8.4% year on year, falling short of analysts' expectations by 4.3%. It was a disappointing quarter as it posted a significant miss of analysts' EPS estimates. Robert Half delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 1.9% since the results and currently trades at $45.58. Read our full analysis of Robert Half's results here. Founded during the post-World War II economic boom when businesses needed temporary workers, ManpowerGroup (NYSE:MAN) connects millions of people to employment opportunities through its global network of staffing, recruitment, and workforce management services. ManpowerGroup reported revenues of $4.09 billion, down 7.1% year on year. This number topped analysts' expectations by 2.9%. However, it was a slower quarter as it logged a significant miss of analysts' EPS guidance for next quarter estimates and a significant miss of analysts' EPS estimates. The stock is down 13.6% since reporting and currently trades at $42.72. Read our full, actionable report on ManpowerGroup here, it's free. Born from a corporate spinoff in 2017 to focus on employee experience technology, Alight (NYSE:ALIT) provides human capital management solutions that help companies administer employee benefits, payroll, and workforce management systems. Alight reported revenues of $548 million, down 2% year on year. This result surpassed analysts' expectations by 1.2%. It was a strong quarter as it also recorded an impressive beat of analysts' EPS guidance for next quarter estimates and full-year revenue guidance meeting analysts' expectations. Alight had the weakest full-year guidance update among its peers. The stock is up 4.5% since reporting and currently trades at $5.47. Read our full, actionable report on Alight here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
