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$0.18 per share
$0.18 per share
Est. EPS $0.06 · Revenue $64.02M · 4 analysts
Est. EPS $0.07 · Revenue $64.39M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $244.7M | -1.2% | +7.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $9.3M | +229.0% | +21.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +41.2% | +4.9% | +14.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +7.3% | +212.7% | -0.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +3.8% | +232.9% | +13.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $25.0M | +46.7% | +100.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +10.2% | +48.4% | +100.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 74.5% | +10.5% | -2.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.34x | -1.4% | +6.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $211.0M | +3.2% | +0.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.19 vs 0.19 | -2.1% | 0.07 vs 0.05 | +29.6% |
| Revenue Surprise | $244.7M vs $244.6M | +0.0% | $65.5M vs $62.9M | +4.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Sherrick Michael A. | officer: EVP & CHIEF FINANCIAL OFFICER | Shares of Common Stock | D | 66,996 | $5.06 |
| Aug 18, 2026 | Kucinski Thomas S. | officer: EVP, CHIEF HR | Shares of Common Stock | A | 7,764 | — |
| Aug 18, 2026 | Kucinski Thomas S. | officer: EVP, CHIEF HR | Shares of Common Stock | D | 4,197 | $4.93 |
| Aug 18, 2026 | Kucinski Thomas S. | officer: EVP, CHIEF HR | Performance Based RSUs | D | 7,764 | — |
| Aug 18, 2026 | Lavieri Todd D. | officer: VICE CHAIRMAN | Shares of Common Stock | A | 25,880 | — |
Operator: Good morning, and welcome to the Information Services Group First Quarter 2026 Conference Call. This call is being recorded, and a replay will be available on ISG's website within 24 hours. Now I'd like to turn the call over to Mr. Will Thoretz for his opening remarks and introductions. Mr. Thoretz, please go ahead. Will Thoretz: Thank you, operator. Hello, and good morning. My name is Will Thoretz. I am Head of Corporate Communications for ISG. I'd like to welcome everyone to ISG's first quarter conference call. I'm joined today by Michael Connors, Chairman and Chief Executive Officer; and Michael Sherrick, Executive Vice President and Chief Financial Officer. Before we begin, I would like to read a forward-looking statement. It is important to note that this communication may contain forward-looking statements, which represent the current expectations and beliefs of the management of ISG concerning future events and their potential effects. These statements are not guarantees of future results and are subject to certain risks and uncertainties that could cause actual results to differ materially from those anticipated. For a more detailed listing of the risks and other factors that could affect future results, please refer to the forward-looking statement contained in our Form 8-K that was furnished last night to the SEC and the Risk Factors sections of our most recent Form 10-K and 10-Q filings. You should also read ISG's annual report on Form 10-K and any other relevant documents, including any amendments or supplements to these documents filed with the SEC. You will be able to obtain free copies of any of ISG's SEC filings on either ISG's website at www.isg-one.com or the SEC's website at www.sec.gov. ISG undertakes no obligation to update or revise any forward-looking statement to reflect subsequent events or circumstances. During this call, we will discuss certain non-GAAP financial measures, which ISG believes improves the comparability of the company's financial results between periods and provides for greater transparency of key measures used to evaluate the company's performance. The non-GAAP measures, which we will touch on today include adjusted EBITDA, adjusted net earnings and the presentation of selected financial data on a constant currency basis. Non-GAAP measures are provided as additional information and should not be considered in isolation or as a substitute for financial results prepared in accordance with GAAP. For the reconciliation of all non-GAAP measures presented to the closely applicable GAAP measure, please refer to our current report on Form 8-K, which was filed last night with the SEC. And now I would like to turn the call over to Michael Connors, who will be followed by Michael Sherrick. Mike? Michael P. Connors: Thank you, Will, and good morning, everyone. Today, we will review our strong Q1 results, our compelling AI transformation story, our view of the broader demand environment and our outlook for …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Michael Connors | Chairman & Chief Executive Officer | USD 2,578,451 | Male | 1955 | Active |
Todd D. Lavieri | Vice Chairman & President of ISG Americas and Asia Pacific | USD 1,338,833 | Male | 1963 | Active |
Michael A. Sherrick | Chief Financial Officer & Executive Vice President | USD 905,500 | Male | 1974 | Active |
Thomas S. Kucinski | Executive Vice President & Chief Human Resources Officer | USD 410,000 | Male | 1964 | Active |
Todd Dreger | President of ISG Enterprise Growth & Chair of ISG GovernX® | — | Male | — | Active |
Wayne Butterfield | Global Head of Intelligent Automation Solutions | — | Male | — | Active |
Gaurav Gupta | Partner, Co-Lead Manufacturing EMEA and Global Head, Digital Engineering | — | Male | — | Active |
Paul Norman Gottsegen | Partner of Americas Consulting & President of ISG Client Experience | — | Male | 1963 | Active |
Steven E. Hall | Chief AI Officer | — | Male | — | Active |
Richard L. Fogel | Vice President of Law & Americas General Counsel | — | Male | — | Active |
Tom Werner | Sales Director | — | Male | — | Active |
Kathy Rudy | Partner, Chief Data & Analytics and Head of ISG Data, Analytics & Technology Office | — | Female | — | Active |
Investors interested in Consulting Services stocks are likely familiar with Information Services Group (III) and Equifax (EFX). But which of these two stocks offers value investors a better bang for their buck right now?
Enterprises in Switzerland are adopting Microsoft AI and cloud technologies to connect data, AI and business processes while maintaining control over AI use and
ZÜRICH--(BUSINESS WIRE)---- $III #AI--Swiss firms are adopting Microsoft AI and cloud technologies to connect data, AI and business processes while maintaining control over AI, ISG says.
IT, HURN, CBZ and III have soared over 25% in a month, backed by strong earnings estimate revisions.
The consensus price target hints at a 41.2% upside potential for ISG (III). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
