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Computer Sciences (CSC) Tops on Q1 Earnings & Revenues

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Computer Sciences Corporation reported first-quarter of fiscal 2017 non-GAAP earnings from continuing operations of 53 cents per share, which surpassed the Zacks Consensus Estimate of 45 cents per share.

Quarter Details

Revenues were down 6.9% from the year-ago quarter to $1.930 billion but beat the Zacks Consensus Estimate of $1.890 billion.

Segment-wise, revenues from Global Business Services (GBS) increased 14.2% on a year-over-year basis to $1.049 billion, primarily due to synergies from the recent acquisitions (UXC and Xchanging). Also, an increase in Consulting revenues and Big Data businesses positively impacted revenues. Revenues from new business for GBS came in at $0.7 billion during the quarter.

Global Infrastructure Services (GIS) revenues were down a marginal 0.5% from the year-ago quarter to $881 million, primarily due to a decline in revenues from the legacy business. Revenues from new business for GIS awards came in at $0.9 billion during the quarter.

The company reported bookings of $1.6 billion in the quarter.

The company’s adjusted operating income declined 2.7% year over year and came in at $144 million. Operating margin decreased 74 basis points (bps) on a year-over-year basis to 7.5%.

Adjusted net income from continuing operations came in at $75 million or 53 cents a share during the quarter.

The company exited the quarter with $1 billion in cash and cash equivalents compared with $1.18 billion in the previous quarter. Long-term debt balance (including current portion) was $3.24 billion. Nat cash provided by operating activities during the quarter came in at $50 million. Free cash during the quarter came in at $32 million.

During the quarter, Computer Sciences paid $20 million as dividends.

Outlook

For fiscal 2017, the company expects revenues to grow in low double digits on a constant currency basis. This expectation includes contributions from the UXC and Xchanging acquisitions.

The company expects non-GAAP earnings to be in the range of $2.75 to $3 per share (excluding the amortization of all purchase accounting intangibles). The Zacks Consensus Estimate is pegged at $2.81 per share.

COMP SCIENCE Price, Consensus and EPS Surprise

COMP SCIENCE Price, Consensus and EPS Surprise | COMP SCIENCE Quote

Our Take

Computer Sciences Corporation is one of the leading players in the information technology services industry. The company reported better-than-expected first-quarter of fiscal 2017 results.

The merger with Hewlett Packard Enterprise Company’s (HPE - Free Report) business will further strengthen the company, allowing it to become a leading player in the IT services domain. Apart from this, the company has been making strategic acquisitions to strengthen its portfolio, which should drive growth over the long run.

Additionally, the company’s traction in the cloud and partnerships with HCL, AT&T (T - Free Report) , VMware and Microsoft are expected to drive growth, going forward.

However, the company will likely face some challenges with regard to the integration of the new businesses and the costs associated with them. Apart from this, increased competition and delay in government’s order renewal process and constricted federal spending are the other concerns.

Currently, Computer Sciences has a Zacks Rank #4 (Sell).

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