The strong EPS beat and first YoY growth in talent solutions since 2022 are positive signals, but the lack of guidance and flat adjusted total revenue limit the upside. Watch for management commentary on the conference call regarding hiring trends and Q4 outlook.
Price Chart
Executive Summary
Robert Half reported Q3 2026 EPS of $0.49, a 19.1% beat vs consensus of $0.41, on revenues of $1.359 billion (roughly flat YoY). Net income rose to $50 million from $43 million a year ago, driven by improved gross margins and lower SG&A. However, adjusted revenue growth was slightly negative (-0.2% YoY), and the company did not provide explicit forward guidance, limiting the bullish read-through.
Key Financial Metrics
Key Facts
- Q3 2026 EPS of $0.49 beat consensus of $0.41 by 19.1%
- Revenue of $1.359 billion roughly flat YoY vs $1.354 billion
- Net income rose to $49.9 million from $42.9 million YoY
- Gross margin improved to 39.1% from 37.2% YoY
- Talent solutions returned to adjusted YoY revenue growth for the first time since 2022, up 2%
- Protiviti segment revenues declined 2.9% YoY on an adjusted basis
- No forward guidance was provided in the release
Financial Impact
EPS beat of $0.08 (19.1%) on revenue roughly in line with consensus
Risk Factors
- No forward guidance provided — uncertainty on sustainability of improvement
- Protiviti segment continues to decline YoY
- Adjusted total revenue growth was slightly negative (-0.2%)
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000315213-26-000049 |
| Document: 0000315213-26-000049-index.html | 0000315213-26-000049 |
| Document: 0000315213-26-000049.txt | 0000315213-26-000049 |
| 8-K Data (Synthetic) | 0000315213-26-000049 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $45.87 | awaiting T+60 | — | $43.17 (−5.89%) |
Oct 22, 2026 4d ago | Press Release | $45.87 | awaiting T+60 | — | $43.17 (−5.89%) |
Oct 15, 2026 11d ago | Press Release | $33.31 | awaiting T+60 | — | $43.17 (+29.60%) |
Sep 21, 2026 5w ago | Court Ruling | $37.58 | awaiting T+60 | — | $43.17 (+14.87%) |
Aug 25, 2026 9w ago | Court Ruling | $44.54 | awaiting T+60 | — | $43.17 (−3.08%) |
Aug 3, 2026 12w ago | Press Release | $38.73 | awaiting T+60 | — | $43.17 (+11.46%) |
Jul 23, 2026 13w ago | Press Release | $35.29 $32.87 | ▲ +6.86% | ▲ +10.15% | $43.17 (−22.33%) |
Jul 23, 2026 13w ago | 8-K | $35.29 $32.87 | ▼ −6.86% | ▼ −10.15% | $43.17 (+22.33%) |
Jun 12, 2026 19w ago | Institutional Cluster | $32.49 $39.21 | ▲ +20.68% | ▲ +17.42% | $43.17 (+32.87%) |
Jun 11, 2026 19w ago | Institutional Cluster | $31.59 $42.58 | ▼ −34.79% | ▼ −30.39% | $43.17 (−36.66%) |
US Market Status
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