Alexander Sinatra's questions to ASGN Inc (ASGN) leadership • Q2 2025
Question
Alexander Sinatra of Baird asked about the cost associated with ASGN's significant investments in AI initiatives, such as code discovery tools and cybersecurity agents.
Answer
CEO Ted Hanson explained that while the company is not quantifying the specific costs, the AI investments are being managed to be accretive, not dilutive, to the company's margin profile. He emphasized that these investments are made with a focus on accelerating returns and are contributing to a gradual improvement in margins.