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FTI Consulting (FCN) Stock Rises 2.5% on Q4 Earnings Beat

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FTI Consulting, Inc. (FCN - Free Report) delivered impressive fourth-quarter 2021 results, with earnings and revenues beating the Zacks Consensus Estimate. Better-than-expected results impressed the market, as the stock gained 2.5% since the earnings release on Feb 24.

Adjusted earnings per share (excluding 6 cents from non-recurring items) of $1.13 surpassed the Zacks Consensus Estimate by 9.7% and increased 2.5% on a year-over-year basis.  

Total revenues of $676.2 million beat the consensus mark by a slight margin and increased 7.9% on a year-over-year basis. The uptick was driven by higher demand across all business segments.

FTI Consulting, Inc. Price, Consensus and EPS Surprise

 

FTI Consulting, Inc. Price, Consensus and EPS Surprise

FTI Consulting, Inc. price-consensus-eps-surprise-chart | FTI Consulting, Inc. Quote

 

Revenues by Segment

Forensic and Litigation Consulting revenues increased 8.5% year over year to $138 million. The surge was primarily driven by acquisition-related revenues and higher demand for investigations and health solutions services. The segment contributed 20.4% to total revenues.  

Strategic Communications revenues increased 15.5% year over year to $69.9 million. The uptick can be attributed to a higher corporate reputation and public affairs services demand. The segment contributed 10.33% to total revenues.

Technology revenues increased 10.2% year over year to $64.6 million. The upside resulted from higher demand for investigations and litigation services. The segment contributed 9.5% to total revenues.

Economic Consulting revenues were up 7.4% year over year to $172.3 million. The upside can be attributed to higher demand for non-M&A-related antitrust services and financial economics services, partially offset by lower demand for M&A-related antitrust services. The segment contributed 25.5% to total revenues.

Corporate Finance & Restructuring revenues increased 5.3% year over year to $231.5 million. The uptick was mainly due to higher demand for business transformation and transactions services as well as an an increase in pass-through revenues and success fees, partially offset by lower demand for restructuring services. The segment contributed 34.2% to total revenues.

Operating Results

Adjusted EBITDA was $62 million, up 9.2% on a year-over-year basis. The increase in Adjusted EBITDA was primarily caused by higher revenues. Adjusted EBITDA margin contracted 390 basis points year over year to 13.1%.

Balance Sheet and Cash Flow

FTI Consulting exited the quarter with cash and cash equivalents of $494.5 million compared with the prior quarter’s level of $342.5 million. Long-term debt was $297.2 million compared with $319.35 million witnessed at the end of the previous quarter. The company generated $199.6 million of net cash from operating activities and CapEx was $16.2 million.

2022 Guidance

The company expects revenues between $2.920 billion and $3.045 billion. The midpoint of the guidance matches the current Zacks Consensus Estimate of $2.98 billion.

Adjusted EPS is expected between $6.40 and $7.20. The midpoint ($6.80) is lower than the current Zacks Consensus Estimate of $7.14.

FTI Consulting currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Sectorial Snapshot

Robert Half International (RHI - Free Report) reported impressive third-quarter 2021 results, with earnings and revenues beating the Zacks Consensus Estimate. Quarterly earnings of $1.53 per share beat the consensus mark by 9.3% and soared 100% year over year.  

Revenues of $1.71 billion surpassed the consensus mark by 4% and increased 44% year over year on a reported basis and 43% on an as-adjusted basis. RHI currently sports a Zacks Rank #1.

Automatic Data Processing (ADP - Free Report) recently reported better-than-expected second-quarter fiscal 2022 results. Adjusted earnings per share of $1.65 beat the Zacks Consensus Estimate by 1.2% and rose 9% year over year.

Total revenues of $4.03 billion beat the consensus mark by 1.1% and rose 9% year over year. ADP currently carries a Zacks Rank #2 (Buy).

Rollins (ROL - Free Report) reported mixed fourth-quarter 2021 results, with earnings meeting the Zacks Consensus Estimate and revenues beating the same. Adjusted earnings of 14 cents per share met the Zacks Consensus Estimate and increased 7.7% year over year.

Revenues of $600.3 million beat the consensus mark by 3.3% and rose 11.9% year over year. ROL currently carries a Zacks Rank #2.
 

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