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CORRECTION - TRC Announces Second-Quarter Fiscal 2016 Financial Results

Company Delivers Strong Performance on Top of Transformative Acquisition


/EINPresswire.com/ -- LOWELL, MA -- (Marketwired) -- 02/03/16 -- In the news release, "TRC Announces Second-Quarter Fiscal 2016 Financial Results" issued earlier today by TRC Companies, Inc. (NYSE: TRR), we are advised by the company that the fourth and fifth bullet sentences of the Second-Quarter FY 2016 Vs. Second-Quarter FY 2015 Highlights should read "Net income of $3.9 million; Adjusted net income(2) up 18% to 4.7 million" and "Diluted EPS of $0.13; Adjusted diluted EPS(2) up 15% to $0.15." Additionally, the second to last sentence of the second paragraph should read "NSR, adjusted EBITDA, and adjusted net income were up 12%, 13% and 18%, respectively, compared with the same period of fiscal 2015." Please also be advised that the figures to Adjusted net income(2) and Adjusted diluted earnings per common share(2) from the Non-GAAP Results table have been updated as well. Complete corrected text follows.

LOWELL, MA -- Feb 3, 2016 - TRC Companies, Inc. (NYSE: TRR)

Second-Quarter FY 2016 Vs. Second-Quarter FY 2015 Highlights

  • NSR(1) up 12% to $111.4 million
  • Operating income of $6.7 million; Adjusted operating income(2) up 16% to $7.9 million
  • EBITDA of $9.5 million; Adjusted EBITDA(2) up 13% to $10.7 million
  • Net income of $3.9 million; Adjusted net income(2) up 18% to $4.7 million
  • Diluted EPS of $0.13; Adjusted diluted EPS(2) up 15% to $0.15

TRC Companies, Inc. (NYSE: TRR), a recognized leader in engineering, environmental consulting and construction-management services to the energy, environmental, infrastructure and pipeline markets, today announced financial results for the fiscal second quarter ended December 25, 2015.

"During our second quarter, we delivered strong financial results on top of the transformative acquisition of Willbros Professional Services (WPS), which closed November 30," said Chris Vincze, Chairman and Chief Executive Officer. "NSR, adjusted EBITDA, and adjusted net income were up 12%, 13% and 18%, respectively, compared with the same period of fiscal 2015. Results for the second quarter of fiscal 2016 included one month of performance from the Willbros acquisition."



                                               Three Months Ended
                                           -------------------------
                                           December 25, December 26,    %
(In millions, except per share data)           2015         2014     Change
                                           ------------ ------------

GAAP Results

Net service revenue(1)                     $      111.4 $       99.8     12%
Acquisition and integration expense        $        1.2 $          -    N/A
Operating income                           $        6.7 $        6.9     -2%
Net income applicable to TRC Companies,
 Inc.                                      $        3.9 $        4.0     -2%
Diluted earnings per common share          $       0.13 $       0.13      0%

Non-GAAP Results

Adjusted operating income(2)               $        7.9 $        6.9     16%
Adjusted net income(2)                     $        4.7 $        4.0     18%
Adjusted EBITDA(2)                         $       10.7 $        9.5     13%
Adjusted diluted earnings per common
 share(2)                                  $       0.15 $       0.13     15%




                                                Six Months Ended
                                           -------------------------
                                           December 25, December 26,    %
(In millions, except per share data)           2015         2014     Change
                                           ------------ ------------

GAAP Results

Net service revenue(1)                     $      211.5 $      192.5     10%
Acquisition and integration expense        $        2.1 $          -    N/A
Operating income                           $       14.4 $       12.9     12%
Net income applicable to TRC Companies,
 Inc.                                      $        8.4 $        7.5     13%
Diluted earnings per common share          $       0.27 $       0.25      8%

Non-GAAP Results

Adjusted operating income(2)               $       16.5 $       12.9     28%
Adjusted net income(2)                     $        9.7 $        7.5     30%
Adjusted EBITDA(2)                         $       21.5 $       17.8     21%
Adjusted diluted earnings per common
 share(2)                                  $       0.31 $       0.25     24%

(1) TRC believes net service revenue (NSR) best reflects the value of
    services provided and is the most meaningful indicator of revenue
    performance.
(2) Excludes acquisition and integration expenses of $1.2 million and $2.1
    million for the three and six months ended December 25, 2015,
    respectively.


Comments on the Results
"Overall, our business performed well. In particular, demand for electrical transmission and distribution services resulted in an 11% increase in Energy segment NSR, with segment profit up 17% year over year. In addition, transportation-related spending by our municipal and state clients drove a 26% increase in Infrastructure segment NSR, while project execution and cost control drove a 96% increase in segment profit. In our Environmental segment, a slowdown from certain oil and gas clients and the completion of a large pipeline permitting project led to a 2% decline in NSR and a profit decline of 6%. Even so, other service areas within the Environmental segment remain solid," said Vincze.

Business Outlook
"TRC is the national leader in the environmental permitting of pipeline projects. The acquisition of WPS represents the execution of our strategy to establish a premier pipeline and related facilities engineering, consulting and construction management capability. Now two months after closing, we have functionally integrated our two organizations, migrating the new business onto our payroll system, benefits, IT networks and ERP platform, while building the leading full-service pipeline consulting and engineering company in the nation," Vincze added.

"Our strategic growth initiatives are progressing through the first half of fiscal 2016, as demonstrated by our results. Demand for our Energy segment services from our utility clients remains robust. Our Infrastructure segment backlog continues to grow, and the new transportation bill improves the outlook for this segment. Although we expect to see a slowdown from our oil and gas clients, services related to environmental remediation, construction, transaction support, the retirement of coal plants and the need to transport natural gas should contribute to revenue in our Environmental segment going forward. These factors and the need to ensure the integrity of our national pipeline infrastructure also should support our new Pipeline Services segment. We believe the oil and gas market is a good long-term investment, and we have positioned TRC to be a leader in this industry."

Conference Call Information
TRC will webcast its financial results conference call on Thursday, February 4, 2016 at 9 a.m. ET. To listen to the live webcast and access the accompanying presentation slides, visit the "Investor Center" section of TRC's website at www.TRCsolutions.com. The call also may be accessed by dialing (877) 407-5790 or (201) 689-8328. A webcast replay will be available on the Company's website for approximately one year.

About TRC
A pioneer in groundbreaking scientific and engineering developments since the 1960s, TRC is a national engineering, environmental consulting and construction management firm that provides integrated services to the energy, environmental, infrastructure and pipeline services markets. TRC serves a broad range of commercial, industrial and government clients, implementing complex projects from initial concept to delivery and operation. TRC delivers results that enable clients to achieve success in a complex and changing world. For more information and updates from the Company, visit TRC's website at www.TRCsolutions.com and follow TRC on Twitter and StockTwits at @TRC_Companies and on LinkedIn.

Forward-Looking Statements
Certain statements in this press release may be forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. You can identify these statements by forward-looking words such as "may," "expects," "plans," "anticipates," "believes," "estimates," or other words of similar import. You should consider statements that contain these words carefully because they discuss TRC's future expectations, contain projections of the Company's future results of operations or of its financial condition, or state other "forward-looking" information. TRC believes that it is important to communicate its future expectations to its investors. However, there may be events in the future that the Company is not able to accurately predict or control and that may cause its actual results to differ materially from the expectations described in its forward-looking statements. Investors are cautioned that all forward-looking statements involve risks and uncertainties, and actual results may differ materially from those discussed as a result of various factors, including, but not limited to, the uncertainty of TRC's operational and growth strategies; circumstances which could create large cash outflows, such as contract losses, litigation, uncollectible receivables and income tax assessments; regulatory uncertainty; the availability of funding for government projects; the level of demand for TRC's services; product acceptance; industry-wide competitive factors; the ability to continue to attract and retain highly skilled and qualified personnel; the availability and adequacy of insurance; and general political or economic conditions. Furthermore, market trends are subject to changes, which could adversely affect future results. See the risk factors and additional discussion in TRC's Annual Report on Form 10-K for the fiscal year ended June 30, 2015, and other factors included from time to time in the Company's other subsequent filings with the Securities and Exchange Commission.



                             TRC Companies, Inc.
               Condensed Consolidated Statements of Operations
                    (in thousands, except per share data)
                                 (Unaudited)

                         Three Months Ended           Six Months Ended
                     --------------------------  --------------------------
                     December 25,  December 26,  December 25,  December 26,
                         2015          2014          2015          2014
                     ------------  ------------  ------------  ------------

Gross revenue        $    157,743  $    143,228  $    293,202  $    266,253
  Less subcontractor
   costs and other
   direct
   reimbursable
   charges                 46,361        43,390        81,657        73,796
                     ------------  ------------  ------------  ------------
Net service revenue       111,382        99,838       211,545       192,457
                     ------------  ------------  ------------  ------------

Interest income from
 contractual
 arrangements                  27            22            42            44
Insurance
 recoverables and
 other income               1,031           641         1,773         5,485

Operating costs and
 expenses:
  Cost of services
   (exclusive of
   costs shown
   separately below)       93,676        82,599       176,660       163,789
  General and
   administrative
   expenses                 8,046         8,395        15,167        16,433
  Acquisition and
   integraton
   expenses                 1,240             -         2,118             -
  Depreciation and
   amortization             2,780         2,641         5,044         4,906
                     ------------  ------------  ------------  ------------
Total operating
 costs and expenses       105,742        93,635       198,989       185,128
                     ------------  ------------  ------------  ------------
Operating income            6,698         6,866        14,371        12,858
Interest income               137             -           137             -
Interest expense             (461)          (21)         (489)          (52)
                     ------------  ------------  ------------  ------------
Income from
 operations before
 taxes                      6,374         6,845        14,019        12,806
Income tax provision       (2,439)       (2,848)       (5,596)       (5,328)
                     ------------  ------------  ------------  ------------
Net income                  3,935         3,997         8,423         7,478
Net loss applicable
 to noncontrolling
 interest                       2             5             6             9
                     ------------  ------------  ------------  ------------
Net income
 applicable to TRC
 Companies, Inc.     $      3,937  $      4,002  $      8,429  $      7,487
                     ============  ============  ============  ============

Basic earnings per
 common share        $       0.13  $       0.13  $       0.27  $       0.25
                     ============  ============  ============  ============
Diluted earnings per
 common share        $       0.13  $       0.13  $       0.27  $       0.25
                     ============  ============  ============  ============

Weighted-average
 common shares
 outstanding:
  Basic                    30,968        30,329        30,805        30,157
                     ============  ============  ============  ============
  Diluted                  31,369        30,531        31,347        30,458
                     ============  ============  ============  ============



                           TRC Companies, Inc.
                  Condensed Consolidated Balance Sheets
                  (in thousands, except per share data)
                              (Unaudited)

                                                 December 25,    June 30,
                                                     2015          2015
                                                 ------------  ------------
                                   ASSETS
Current assets:
  Cash and cash equivalents                      $      9,450  $     37,296
  Restricted cash                                         199           122
  Accounts receivable, less allowance for
   doubtful accounts                                  152,608       138,346
  Insurance recoverable - environmental
   remediation                                         40,422        40,927
  Restricted investments                                6,582         6,701
  Deferred income tax assets                           15,414        16,057
  Income taxes refundable                                   -           412
  Prepaid expenses and other current assets            23,902        10,499
                                                 ------------  ------------
    Total current assets                              248,577       250,360
                                                 ------------  ------------

Property and equipment                                 71,018        64,594
  Less accumulated depreciation and amortization      (48,607)      (50,885)
                                                 ------------  ------------
    Property and equipment, net                        22,411        13,709
                                                 ------------  ------------
Goodwill                                              101,697        37,024
Intangible assets, net                                 51,888         9,304
Long-term deferred income tax assets                    2,583         2,867
Long-term restricted investments                       17,102        18,385
Long-term prepaid insurance                            24,809        25,929
Other assets                                           23,131         5,303
                                                 ------------  ------------
    Total assets                                 $    492,198  $    362,881
                                                 ============  ============

                           LIABILITIES AND EQUITY
Current liabilities:
  Current portion of long-term debt              $     22,242  $         50
  Current portion of capital lease obligations             33           166
  Accounts payable                                     33,202        31,999
  Accrued compensation and benefits                    44,858        47,233
  Deferred revenue                                     16,350        10,612
  Environmental remediation liabilities                 8,673         8,695
  Income taxes payable                                    230         3,271
  Other accrued liabilities                            46,243        42,170
                                                 ------------  ------------
    Total current liabilities                         171,831       144,196
                                                 ------------  ------------
Non-current liabilities:
  Long-term debt, net of current portion               96,563            55
  Income taxes payable and deferred income tax
   liabilities                                          1,863         1,647
  Deferred revenue                                     63,567        68,579
  Environmental remediation liabilities                   450           489
                                                 ------------  ------------
    Total liabilities                                 334,274       214,966
                                                 ------------  ------------
Commitments and contingencies
Equity:
  Common stock, $.10 par value; 40,000,000 shares
   authorized, 31,039,895 and 31,036,413 shares
   issued and outstanding, respectively, at
   December 25, 2015, and 30,485,510 and
   30,482,028 shares issued and outstanding,
   respectively, at June 30, 2015                       3,104         3,049
  Additional paid-in capital                          192,847       191,321
  Accumulated deficit                                 (37,510)      (45,939)
  Accumulated other comprehensive loss                    (83)          (88)
  Treasury stock, at cost                                 (33)          (33)
                                                 ------------  ------------
    Total shareholders' equity applicable to TRC
     Companies, Inc.                                  158,325       148,310
  Noncontrolling interest                                (401)         (395)
                                                 ------------  ------------
    Total equity                                      157,924       147,915
                                                 ------------  ------------
    Total liabilities and equity                 $    492,198  $    362,881
                                                 ============  ============

Investor Contact:
Andrew Blazier
Senior Associate
Sharon Merrill
(617) 542-5300
trr@investorrelations.com

Company Contact:
Thomas W. Bennet, Jr.
CFO
(978) 970-5600
tbennet@trcsolutions.com


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