The raised guidance and strong beat across all segments signal accelerating demand and operational leverage. Traders should watch for continued margin expansion and potential further upward revisions as the year progresses. The stock is likely to gap up on this release.
Price Chart
Executive Summary
Huron reported record Q2 2026 RBR of $465.6M (+15.7% YoY), net income of $31.2M (+60.8% YoY), and GAAP diluted EPS of $1.91 (+75.2% YoY). The company raised full-year 2026 RBR guidance to $1.85B-$1.89B (from $1.78B-$1.86B) and adjusted EPS guidance to $9.00-$9.40 (from $8.35-$9.15), driven by strong organic growth across all three segments and margin expansion. This is a clear beat-and-raise quarter with accelerating fundamentals, warranting a bullish read-through for the stock.
Key Financial Metrics
Key Facts
- Record Q2 2026 RBR of $465.6M, up 15.7% YoY (10.8% organic ex-acquisitions)
- Net income increased 60.8% to $31.2M; GAAP diluted EPS rose 75.2% to $1.91
- Adjusted diluted EPS increased 30.2% to $2.46, above the $2.13 Street consensus
- Full-year 2026 RBR guidance raised to $1.85B-$1.89B; adjusted EPS guidance raised to $9.00-$9.40
- Operating cash flow improved 50.5% to $120.5M in Q2
- All three segments grew: Healthcare +17.4%, Education +7.8%, Commercial +24.6%
- Consulting utilization improved to 81.3% (from 77.0%); Digital utilization improved to 81.8% (from 77.8%)
- Company repurchased $53.1M in shares during Q2, 2.5% of shares outstanding
Financial Impact
Q2 RBR beat consensus by ~$16.6M (3.7%); adjusted EPS of $2.46 beat consensus of $2.13 by ~15.5%
Risk Factors
- Integration risk from recent acquisitions (RelateCare, Treliant) could pressure margins
- Debt increased to $832.8M from $509.7M at year-end, raising interest expense risk
- Managed Services headcount surged 106.5% YoY, which may pressure margins if utilization lags
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-050168 |
| Document: hurn-20260728.htm | 0001628280-26-050168 |
| Document: 0001628280-26-050168-index-headers.html | 0001628280-26-050168 |
| Document: 0001628280-26-050168-index.html | 0001628280-26-050168 |
| Document: 0001628280-26-050168.txt | 0001628280-26-050168 |
| 8-K Data (Synthetic) | 0001628280-26-050168 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 29, 2026 29d ago | GOVT-CONTRACT | $156.83 | awaiting T+60 | — | $195.80 (+24.85%) |
Aug 18, 2026 10w ago | Insider Cluster | $151.37 | awaiting T+60 | — | $195.80 (+29.35%) |
Aug 3, 2026 12w ago | Insider Cluster | $149.96 $196.52 | ▲ +31.04% | ▲ +29.26% | $195.80 (+30.57%) |
Jul 28, 2026 13w ago | 8-K | $170.37 $193.35 | ▲ +13.49% | ▲ +8.76% | $195.80 (+14.93%) |
Jun 22, 2026 18w ago | 8-K | $95.54 $154.03 | ▲ +61.22% | ▲ +57.97% | $195.80 (+104.94%) |
May 11, 2026 24w ago | 144 | $115.94 $149.68 | ▲ +29.10% | ▲ +24.71% | $195.80 (+68.88%) |
May 11, 2026 24w ago | Insider Cluster | $115.94 $149.68 | ▲ +29.10% | ▲ +24.71% | $195.80 (+68.88%) |
May 5, 2026 25w ago | 8-K | $120.11 $151.77 | ▲ +26.36% | ▲ +24.30% | $195.80 (+63.02%) |
Apr 29, 2026 25w ago | DEFA14A | $128.48 $112.30 | ▼ −12.59% | ▼ −16.70% | $195.80 (+52.40%) |
Apr 2, 2026 29w ago | 144 | $130.35 $90.16 | ▼ −30.83% | ▼ −44.99% | $195.80 (+50.21%) |
US Market Status
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