EPS matched consensus at $0.26, removing downside risk from the prior quarter's miss. The sequential improvement in talent solutions revenue is a modest positive, but the Protiviti segment's 4.9% revenue decline and the GAAP operating loss warrant caution. Monitor the Q3 guidance on the conference call for signs of inflection in the staffing cycle.
Price Chart
Executive Summary
Robert Half reported Q2 2026 revenue of $1.336B (down 2.4% YoY) and GAAP EPS of $0.26, which matches the Street consensus of $0.26. Net income fell 36% YoY to $26M from $41M. The company noted its third consecutive quarter of sequential revenue growth in talent solutions and that results exceeded the midpoint of guidance, but the overall top-line decline and sharp profit compression keep the tone cautious.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $1.336B, down 2.4% YoY from $1.370B
- GAAP diluted EPS $0.26, in line with Street consensus of $0.26
- Net income $26M, down 36% from $41M in Q2 2025
- Operating loss of $62M vs operating income of $1.5M a year ago (GAAP); adjusted operating income $38.6M vs $59.2M
- Permanent placement talent solutions revenue grew 2.9% YoY to $118M
- Protiviti revenue declined 4.9% YoY to $471M
- Company repurchased 1,128 shares of common stock in H1 2026
Financial Impact
Revenue decline of $33M YoY; net income decline of $15M YoY
Risk Factors
- Continued revenue contraction in Protiviti (-4.9% YoY) and contract talent solutions (-1.6% YoY)
- GAAP operating loss of $62M driven by deferred compensation plan volatility
- Only 17% of analysts rate the stock as bullish, reflecting persistent skepticism
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000315213-26-000040 |
| Document: 0000315213-26-000040-index.html | 0000315213-26-000040 |
| Document: 0000315213-26-000040.txt | 0000315213-26-000040 |
| 8-K Data (Synthetic) | 0000315213-26-000040 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $45.87 | awaiting T+60 | — | $43.51 (−5.14%) |
Oct 22, 2026 4d ago | Press Release | $45.87 | awaiting T+60 | — | $43.51 (−5.14%) |
Oct 15, 2026 11d ago | Press Release | $33.31 | awaiting T+60 | — | $43.51 (+30.62%) |
Sep 21, 2026 5w ago | Court Ruling | $37.58 | awaiting T+60 | — | $43.51 (+15.78%) |
Aug 25, 2026 9w ago | Court Ruling | $44.54 | awaiting T+60 | — | $43.51 (−2.31%) |
Aug 3, 2026 12w ago | Press Release | $38.73 | awaiting T+60 | — | $43.51 (+12.34%) |
Jul 23, 2026 13w ago | Press Release | $35.29 $32.87 | ▲ +6.86% | ▲ +10.15% | $43.51 (−23.29%) |
Jul 23, 2026 13w ago | 8-K | $35.29 $32.87 | ▼ −6.86% | ▼ −10.15% | $43.51 (+23.29%) |
Jun 12, 2026 19w ago | Institutional Cluster | $32.49 $39.21 | ▲ +20.68% | ▲ +17.42% | $43.51 (+33.92%) |
Jun 11, 2026 19w ago | Institutional Cluster | $31.59 $42.58 | ▼ −34.79% | ▼ −30.39% | $43.51 (−37.73%) |
US Market Status
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