Core Insights - Angela Lurie, global executive director at Robert Half, has been recognized in Staffing Industry Analysts' 2025 Global Power 150 — Women in Staffing list, highlighting her leadership in driving growth and transformative change in the staffing industry [1][2]. Company Overview - Robert Half is the world's first and largest specialized talent solutions and business consulting firm, providing contract talent and permanent placement solutions across various fields including finance, accounting, technology, marketing, legal, and administrative support [4]. - The company also offers executive search services and is the parent company of Protiviti®, a global consulting firm focused on internal audit, risk, and business consulting solutions [4]. Leadership Impact - Angela Lurie has a 26-year tenure at Robert Half, known for developing high-performing teams and leading practice groups to achieve significant growth [2]. - Under her leadership, the Management Resources group has expanded to over 140 locations worldwide, and she previously led the Full-Time Engagement Professionals program, transforming it into a global offering [2]. Community Engagement - Lurie is actively involved in her community, serving on the board of directors for the Minnesota Wild Foundation and participating in the Minneapolis/St. Paul Business Journal's Women's Leadership Council [3]. - She is also a member and speaker for several industry organizations, including Financial Executives International (FEI), The CFO Leadership Council, and the American Institute of Certified Public Accountants (AICPA) [3].

Core Insights - The pace of salary gains has moderated recently due to broader economic headwinds, indicating a shift in the labor market dynamics [3][4] - Employers are taking a more measured approach to hiring, reflecting tighter budgets and internal equity concerns, amidst economic uncertainty [4] - Concerns about the cooling labor market and slow hiring are prevalent among economists and finance leaders [4] Salary Projections - The average U.S. salary for CFOs with moderate experience is forecast to increase by approximately 0.6% to $269,750 next year, up from $268,250 [6] - Starting salary projections for first-time CFOs range from $195,500 to $321,750 for those with extensive experience [6] - Overall finance and accounting salaries are projected to rise by 2.1%, slightly below the August inflation rate of 2.9% [6] Sector-Specific Insights - The finance sector's pay raises are expected to outpace the 1.8% national average salary increase across various sectors [6] - 84% of managers surveyed indicated they would offer higher salaries to candidates with "in-demand skills" [6] - Higher than average starting pay is anticipated in public accounting, tax, audit, assurance roles, as well as in artificial intelligence, machine learning, data sciences, and marketing analytics [6]

Core Insights - Robert Half Inc. will participate in a fireside chat at the J.P. Morgan Ultimate Services Investor Conference on November 18, 2025 [1] - The company's third quarter 2025 investor presentation will be available on its website on November 14, 2025 [2] Company Overview - Robert Half is the world's first and largest specialized talent solutions and business consulting firm, providing contract talent and permanent placement solutions across various fields including finance, accounting, technology, marketing, legal, and administrative support [3] - The company is the parent of Protiviti, a global consulting firm that offers internal audit, risk, and technology consulting solutions [3] - Robert Half has been recognized as one of America's Most Innovative Companies by Fortune and has received accolades as a Fortune Most Admired Company and one of the 100 Best Companies to Work For [3] Recent Developments - Robert Half released the 2026 Salary Guide, which highlights key compensation trends in a complex job market [4] - The company was selected by Forbes as one of America's Best Employers for Company Culture in 2025 [5]

Core Insights - A global study indicates that over 68% of multinational organizations will integrate autonomous or semi-autonomous AI agents into their operations by 2026, with 23% of respondents planning to do so within six months [1][2][3] Integration of Agentic AI - The report from Protiviti's AI Pulse Survey highlights that 27% of organizations plan to integrate agentic AI systems within the next six months, focusing on bounded domains with limited autonomy under human oversight [3][4] - More than half of organizations are actively planning to implement agentic AI in the next year, with only about 5% targeting a 3-to-5-year horizon [4] Leadership Perspectives - There is a notable perception gap between executives and lower-level employees regarding AI integration, with 37% of executives expecting semi-autonomous agents and 31% anticipating fully autonomous agents, compared to only 17% of mid-level and operational staff [5] Industry-Specific Insights - 77% of the most mature organizations are using or expect to use AI agents for repetitive tasks, indicating a trend towards leveraging AI for competitive advantage [7] - Different sectors prioritize various applications of agentic AI, with healthcare, tech, and retail focusing on real-time data processing, while financial services aim to automate complex decision-making tasks [8] Organizational Readiness - Senior leaders view agentic AI as a catalyst for scale and competitive advantage, emphasizing the need for organizations to close the readiness gap to effectively implement AI capabilities [9]

Core Insights - Robert Half has been recognized by Forbes as one of America's Best Employers for Company Culture 2025, highlighting its commitment to a supportive work environment [1][4] - The selection was based on a comprehensive evaluation of workplace policies and feedback from an independent survey of 218,000 workers at companies with at least 1,000 U.S. employees [2][3] Company Culture and Values - The recognition reflects the values that Robert Half implements daily, emphasizing employee fulfillment and organizational success [3] - The company is dedicated to fostering a people-first workplace culture, investing in programs that enhance connection, career development, and well-being for its employees [4] Awards and Recognition - In addition to the Forbes recognition, Robert Half has also been named one of Fortune's 100 Best Companies to Work For and recognized by Newsweek as one of America's Most Responsible Companies [4][5] - The company has been acknowledged as one of Fortune's Best Workplaces in Consulting & Professional Services for 2025 [6]

Group 1 - Robert Half has been recognized as one of Fortune's 2025 Best Workplaces in Consulting & Professional Services, highlighting its reputation as an employer of choice [1][2] - The recognition is based on a survey of over 149,000 employees at Great Place to Work Certified organizations, focusing on workplace experience and positive outcomes for employees [2] - In the 2025 Great Place To Work survey, 91% of Robert Half employees reported that their organization is a great place to work, significantly higher than the 57% average for typical U.S.-based companies [3] Group 2 - Robert Half is the world's first and largest specialized talent solutions and business consulting firm, providing services in various fields including finance, accounting, technology, and legal [4] - The company has also been named one of Fortune's Most Admired Companies and one of the 100 Best Companies to Work For in the past year [4] - Robert Half's consulting subsidiary, Protiviti, was also recognized in the same category, further enhancing the company's reputation in the consulting industry [1]

Group 1 - Protiviti has been recognized on the Fortune Best Workplaces in Consulting & Professional Services list for nine consecutive years, based on survey responses from over 149,000 U.S. employees [1] - The firm has also been included in the Forbes list of the World's Best Management Consulting Firms for the fourth consecutive year, determined through an online survey of over 10,000 partners and executives [2] - Protiviti has surpassed $2 billion in revenue and expanded its services to cover more than 20 solution areas across 22 industries since its founding in 2002 [2][3] Group 2 - Protiviti has been named to the Fortune 100 Best Companies to Work For list for 11 consecutive years and has received multiple accolades for its workplace culture, including being recognized as a Glassdoor Best Place to Work in 2025 [3][5] - The firm serves over 80% of Fortune 100 and nearly 80% of Fortune 500 companies, as well as government agencies and smaller companies [5] - Protiviti focuses on delivering technology-enabled solutions and emphasizes innovation, strong client relationships, and empowering teams to enhance client experiences [3]

Core Insights - Protiviti has appointed Amy Wilkinson to its advisory board, effective September 1, 2025, to enhance its expertise in AI-enabled business models and provide strategic guidance [1][5]. Group 1: Appointment and Expertise - Amy Wilkinson is the founder and CEO of Ingenuity and a faculty member at Stanford Graduate School of Business, bringing extensive expertise in innovation and AI-enabled business models that drive growth [2]. - Wilkinson has a robust background in corporate strategy, private equity, and startups, having collaborated with major organizations like Google, Salesforce, and Roche [3]. - She has served as an Independent Director for Hut 8 and Innovate, showcasing her business judgment and financial acumen [4]. Group 2: Strategic Importance - Joseph Tarantino, president and CEO of Protiviti, emphasized that Wilkinson's depth of experience and forward-looking perspective will provide valuable insights to the advisory board and clients [5]. - Wilkinson expressed enthusiasm about contributing to Protiviti's mission and collaborating with its management team, particularly in the areas of AI and innovation [6]. Group 3: Company Overview - Protiviti is a global consulting firm with over 90 offices in more than 25 countries, providing consulting and managed solutions across various sectors [7]. - The firm has been recognized on the Fortune 100 Best Companies to Work For® list for 11 consecutive years and serves over 80% of Fortune 100 and nearly 80% of Fortune 500 companies [8].

Group 1 - Factset Research Systems Inc. has been named "Stock to Study" by BetterInvesting Magazine for November 2025, indicating potential interest from investors regarding its stock valuation [1][2] - The upcoming issue will provide a comprehensive report on Factset's financial metrics, including sales, earnings, pre-tax profit, and return on equity, accessible through the National Association of Investors Corp. [2] - Robert Half Inc. has also been highlighted for further study from an undervalued perspective in the same issue of BetterInvesting Magazine [3] Group 2 - The Editorial Advisory and Securities Review Committee of BetterInvesting consists of several CFA members, indicating a level of expertise in their evaluations [3] - BetterInvesting is a nonprofit organization focused on investment education, having empowered over 5 million individuals since its inception in 1951 [5]

Core Viewpoint - Robert Half's recent earnings report shows a mixed performance with earnings and revenues beating estimates, but significant year-over-year declines raise concerns about future performance [2][10]. Financial Performance - Q2 fiscal 2026 earnings were reported at 41 cents per share, exceeding the consensus estimate by 2.5%, but down 37.9% year-over-year [2]. - Revenues for the quarter reached $1.37 billion, surpassing the consensus by 1.4%, yet reflecting a 7% decline year-over-year [2]. Segment Performance - Talent Solutions revenues were $874.521 million, down 11.3% year-over-year and below the estimate of $914.2 million [3]. - U.S. Talent Solutions revenues were $668 million, a decrease of 11% year-over-year [3]. - Protiviti revenues were $495.2 million, up 2% year-over-year but below expectations [4]. - U.S. Protiviti revenues decreased by 1% year-over-year, while non-U.S. revenues increased by 11% [4]. Currency Impact - Currency exchange rate movements contributed an additional $8 million to total revenues year-over-year, with $4 million attributed to both Talent Solutions and Protiviti [5]. Profitability Metrics - Adjusted gross profit was $522.3 million, down 9.9% year-over-year, with a gross profit margin of 39.1%, declining by 210 basis points [6]. Balance Sheet and Cash Flow - The company ended the quarter with cash and cash equivalents of $380.6 million, down from $547.4 million in the same quarter of the previous year [7]. - Operating cash flow was $119 million, with capital expenditures of $15.2 million and $59 million paid out in dividends [7]. Future Guidance - For Q3 2025, Robert Half expects revenues between $1.31 billion and $1.41 billion, with EPS projected between 37 cents and 47 cents [8]. - Capital expenditures for 2025 are anticipated to be between $75 million and $90 million, with $15 million to $25 million expected in Q3 [9]. Estimate Trends - Since the earnings release, there has been a downward trend in estimates, with a consensus estimate shift of -20.19% [10][11]. VGM Scores - Robert Half holds a Growth Score of B, a Momentum Score of C, and a Value Score of A, placing it in the top 20% for value investment strategy [12]. Overall Outlook - The overall trend in estimates indicates a downward shift, leading to a Zacks Rank of 4 (Sell), suggesting below-average returns in the coming months [13].