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Xerox Holdings Stock Declines 4% Since Q3 Earnings Miss

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Xerox Holdings Corporation’s (XRX - Free Report) stock has declined 4% since the company’s second-quarter 2024 results. This downward trajectory can be attributed to dismal quarterly performance and weak guidance.

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Third-quarter adjusted EPS of 25 cents missed the Zacks Consensus Estimate by 52.8% and declined 45.7% year over year. Total revenues of $1.53 billion missed the consensus mark by 3.6% and decreased 7.5% year over year on a reported basis. Revenues declined 7.3% on a constant-currency (CC) basis.

Xerox lowered its 2024 revenue guidance from 5% to 6% decline to a decline of around 10% at constant currency. The adjusted operating margin expectation has been lowered from at least 6.5% to around 5%. The company now expects free cash flow to be $450 to $500 million compared with the previous anticipation of at least $550 million.

Xerox Holdings Corporation Price, Consensus and EPS Surprise

Xerox Holdings Corporation Price, Consensus and EPS Surprise

Xerox Holdings Corporation price-consensus-eps-surprise-chart | Xerox Holdings Corporation Quote

Q3 Revenue Details for XRX

Post-sale revenues came in at $1.19 billion, down 6.1% year over year on a reported basis and 5.7% at cc, lagging our estimate of $1.3 billion. Equipment sales declined 12.2% year over year on a reported basis and at cc to $339 million, surpassing our estimate of $330.3 million.

The Print and Other segment’s revenues totaled $1.46 billion, down 7.5% year over year and lagging our estimate of $1.55 billion. Xerox Financial Services revenues totaled $88 million, down 10.2% year over year and lagging our estimate of $96.4 million.

Sales revenues totaled $588 million, down 8.7% year over year on a reported basis and 8.3% at cc. Services, maintenance and rental revenues totaled $902 million, down 6.2% year over year on a reported basis and 6.1% at cc. Financing revenues of $38 million decreased 17.4% year over year on a reported basis and 17.6% at cc.

XRX’s Operating Performance

Adjusted operating income came in at $85 million, up 17.6% on a year-over-year basis. Adjusted operating margin was 5.2%, up 110 basis points year over year.

XRX’s Key Balance Sheet and Cash Flow Figures

Xerox exited the quarter with a cash and cash equivalent balance of $521 billion compared with $485 million at the end of the prior quarter. The company’s operating cash flow and free cash flow were $116 million and $107 million, respectively, in the quarter.

XRX currently carries a Zacks Rank #5 (Strong Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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