Despite sequential improvement in talent solutions, the year-over-year decline in both revenue and earnings points to ongoing macro headwinds. The stock is likely to react negatively to the top- and bottom-line contraction, even with management's optimistic tone on improving trends.
Price Chart
Executive Summary
Robert Half reported Q1 2026 earnings with diluted EPS of $0.14 on revenue of $1.300 billion, down from $0.17 and $1.352 billion in the prior-year quarter. Revenue declined 3.8% YoY on a reported basis, with enterprise revenues down 4% YoY. Talent solutions showed sequential improvement, and management highlighted strengthening trends into April.
Key Financial Metrics
Key Facts
- Q1 2026 EPS was $0.14, down from $0.17 in Q1 2025
- Revenue was $1.300 billion, down from $1.352 billion in the prior-year quarter
- Global enterprise revenues declined 4% YoY on a reported basis
- Talent solutions delivered second consecutive quarter of positive sequential growth on a same-day constant currency basis
- Net income was $13.79 million, down from $17.35 million in Q1 2025
Financial Impact
Revenue down $52 million YoY, EPS down $0.03 YoY
Risk Factors
- Continued YoY revenue and earnings declines indicate persistent demand weakness
- Operating margin compression from 2.9% to 2.8% despite cost controls
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000315213-26-000019 |
| Document: 0000315213-26-000019-index.html | 0000315213-26-000019 |
| Document: 0000315213-26-000019.txt | 0000315213-26-000019 |
| 8-K Data (Synthetic) | 0000315213-26-000019 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $45.87 | awaiting T+60 | — | $43.08 (−6.09%) |
Oct 22, 2026 4d ago | Press Release | $45.87 | awaiting T+60 | — | $43.08 (−6.09%) |
Oct 15, 2026 11d ago | Press Release | $33.31 | awaiting T+60 | — | $43.08 (+29.32%) |
Sep 21, 2026 5w ago | Court Ruling | $37.58 | awaiting T+60 | — | $43.08 (+14.62%) |
Aug 25, 2026 9w ago | Court Ruling | $44.54 | awaiting T+60 | — | $43.08 (−3.29%) |
Aug 3, 2026 12w ago | Press Release | $38.73 | awaiting T+60 | — | $43.08 (+11.22%) |
Jul 23, 2026 13w ago | Press Release | $35.29 $32.87 | ▲ +6.86% | ▲ +10.15% | $43.08 (−22.06%) |
Jul 23, 2026 13w ago | 8-K | $35.29 $32.87 | ▼ −6.86% | ▼ −10.15% | $43.08 (+22.06%) |
Jun 12, 2026 19w ago | Institutional Cluster | $32.49 $39.21 | ▲ +20.68% | ▲ +17.42% | $43.08 (+32.58%) |
Jun 11, 2026 19w ago | Institutional Cluster | $31.59 $42.58 | ▼ −34.79% | ▼ −30.39% | $43.08 (−36.36%) |
US Market Status
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