UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K MANPOWERGROUP INC. (Exact name of registrant as specified in its charter) | WISCONSIN | | 39-1672779 | | --- | --- | --- | | (State or other jurisdiction of | | (I.R.S. Employer | | incorporation or organization) | | Identification No.) | | 100 MANPOWER PLACE, MILWAUKEE, WISCONSIN | | 53212 | | (Address of principal executive offices) | | (Zip Code) | | Registrant's telephone number, including area code: (414) 961-1000 | | | | ...

Key Takeaways MAN expects Q1 2026 earnings to rise 13.64%, with 2026 and 2027 EPS up 26.9% and 36.9%. ManpowerGroup benefits from AI talent shortages, boosting Experis and reskilling demand. MAN's current ratio fell to 0.65 in 2025, signaling rising liquidity and macro risks.ManpowerGroup (MAN) has an encouraging earnings surprise history, having surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missing once, delivering an average beat of 2.43%.The company’s first-quarter 20 ...

My previous investment thought on ManpowerGroup ( MAN ) was a hold rating because I don’t have confidence in the revenue growth recovery strength and also because margin was not recovering. The Q4I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to ide ...

My previous investment thought on ManpowerGroup ( MAN ) was a hold rating because I don’t have confidence in the revenue growth recovery strength and also because margin was not recovering. The Q4I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to ide ...

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Core Viewpoint - Robert Half International Inc. is a significant player in the staffing industry, providing talent solutions and consulting services, despite facing challenges in recent years [1] Group 1: Company Performance - Robert Half's stock surged 26% following the release of its fourth-quarter earnings, which exceeded analysts' expectations [3] - The company reported a year-over-year revenue decline of 5.8%, with quarterly revenue at $1.3 billion, slightly above expectations [3] - The earnings per share (EPS) was 32 cents, surpassing the consensus by 6.7% [3] Group 2: Market Outlook - BMO Capital maintained a "Market Perform" rating for Robert Half, raising its price target from $31 to $35, indicating a more optimistic outlook [2][6] - CEO Keith Waddell noted that talent solutions and enterprise revenues have returned to positive sequential growth for the first time in over three years, with positive momentum continuing into January [4] Group 3: Stock Performance - Despite recent gains, Robert Half's stock has depreciated by 58.2% over the past year, which is a sharper decline compared to the 41.3% drop in the Staffing Firms industry [5] - The current stock price of $34.61 reflects a significant increase of 27.76% from its low of $25.22 over the past year [5] - The company's market capitalization is approximately $3.5 billion, indicating its ongoing navigation through challenges while showing signs of potential stabilization [5]

Core Insights - ManpowerGroup (MAN) reported strong fourth-quarter 2025 results, exceeding Zacks Consensus Estimates for both earnings and revenues [1] - The stock price increased by 9.1% following the results announcement on January 29, indicating positive market reception [1] Financial Performance - Quarterly earnings were 92 cents per share, surpassing the consensus estimate by 10.8%, although this represented a 9.8% decline year over year [1][8] - Revenues reached $4.71 billion, exceeding the consensus mark by 2.2% and increasing by 7.1% compared to the same quarter last year [1][8] Guidance and Future Outlook - For Q1 2026, MAN guided earnings in the range of 45-55 cents per share, with the midpoint aligning with the consensus estimate of 50 cents, indicating stabilization and steady demand [2] - The guidance includes a favorable currency impact of 6 cents and anticipates a constant currency revenue range with a potential decrease of 1% to an increase of 3% [2] Regional Revenue Breakdown - Revenues from the Americas totaled $1.13 billion, exceeding expectations and increasing by 5.6% year over year [3] - Southern Europe revenues were $2.20 billion, surpassing projections and rising by 10% on a reported basis [4] - Northern Europe revenues declined by 6.6% to $819.10 million, while APME revenues fell by 32.5% to $519.70 million [5] Profitability and Cash Flow - The company reported an operating profit of $80.60 million, reflecting an 18.2% year-over-year increase [6] - At the end of the quarter, cash and cash equivalents stood at $596.40 million, with long-term debt at $583.80 million [7] - MAN generated $178.9 million in cash from operating activities during the quarter and paid dividends totaling $33.40 million [7]

Core Insights - Robert Half International Inc. (RHI) is a leading global staffing firm, competing with major players like ManpowerGroup and Randstad [1] - Tobey Sommer from Truist Financial has set a bullish price target of $40 for RHI, indicating a potential increase of 17.27% from its current price of $34.11 [1][5] Financial Performance - RHI's stock surged by 12.5% following the announcement of its fourth-quarter earnings, with a quarterly earnings per share (EPS) of 32 cents, exceeding analysts' expectations by 6.7% [2][5] - The company's revenue for the quarter was reported at $1.3 billion, slightly above expectations, contributing to the positive stock momentum [2] Future Guidance - RHI's guidance for the first quarter of 2026 projects revenues above consensus at the midpoint, suggesting potential stabilization despite broad revenue declines across its talent solutions and Protiviti segments [3][5] - The company experienced a decrease in margins by 100 basis points, yet investor sentiment remains optimistic about its forward momentum [3] Stock Performance - Currently, RHI's stock is priced at $34.69, reflecting a significant increase of 28.05% with a change of $7.60 [4] - The stock has fluctuated between a low of $31.41 and a high of $34.72 today, with a market capitalization of approximately $3.51 billion and a trading volume of 5,569,590 shares [4]

Core Insights - ManpowerGroup, Inc. (MAN) reported strong fourth-quarter 2025 results, with both earnings and revenues exceeding the Zacks Consensus Estimate [1][8] - Adjusted earnings per share (EPS) were 92 cents, surpassing estimates by 10.8% but down 9.8% year over year [1][8] - Total revenues reached $4.71 billion, exceeding the consensus estimate by 2.23% and increasing 7.12% year over year [1][8] Revenue Breakdown - Revenues from America totaled $1.13 billion, above expectations of $1.05 billion, marking a 5.6% year-over-year increase [2] - U.S. revenues were $681.7 million, surpassing estimates but declining 1.5% year over year [2] - Other Americas revenues were $451.7 million, exceeding projections and increasing 18.3% year over year [2] - Southern Europe revenues reached $2.25 billion, above projections, with a 10% increase year over year [3] - France generated $1.17 billion, exceeding expectations but showing a 3.4% decline at constant currency [3] - Italy's revenues were $485.9 million, surpassing estimates with a 16.1% increase year over year [3] - Northern Europe revenues were $819.1 million, slightly below estimates, with a 6.6% increase year over year [4] - APME revenues totaled $519.7 million, missing estimates and showing a slight decline [4] Operating Performance - The company reported an operating profit of $80.6 million, reflecting an 18.4% year-over-year increase [5] Balance Sheet & Cash Flow - ManpowerGroup ended the quarter with cash and cash equivalents of $871 million, up from $509.4 million a year earlier [6] - Long-term debt increased to $1.05 billion from $929.4 million year over year [6] - The company utilized $104.1 million in cash from operating activities and spent $57.3 million on capital expenditures [6] Q1 Guidance - Management provided Q1 EPS guidance in the range of 45-55 cents, with a midpoint of 50 cents, slightly above the Zacks Consensus Estimate [7] - The guidance includes an estimated favorable currency impact of 6 cents and a 43% effective tax rate [7]

Core Insights - ManpowerGroup reported revenue of $4.71 billion for the quarter ended December 2025, reflecting a year-over-year increase of 7.1% and exceeding the Zacks Consensus Estimate of $4.61 billion by 2.23% [1] - The company's EPS was $0.92, down from $1.02 in the same quarter last year, but it surpassed the consensus estimate of $0.83 by 11.11% [1] Revenue Performance by Region - Revenues from Services in the Americas reached $1.13 billion, exceeding the average estimate of $1.07 billion, with a year-over-year increase of 5.6% [4] - Revenues from Services in APME were $519.7 million, slightly below the estimated $525.8 million, showing a significant decline of 32.4% year-over-year [4] - Revenues from Services in Southern Europe totaled $2.25 billion, surpassing the estimate of $2.21 billion, with a year-over-year increase of 10% [4] - Revenues from Services in Northern Europe were $819.1 million, slightly above the average estimate of $814.09 million, reflecting a year-over-year increase of 6.6% [4] - Revenues from Services in Other Southern Europe reached $590.7 million, exceeding the estimate of $563.12 million, with a year-over-year increase of 20.5% [4] - Revenues from Services in France were $1.17 billion, slightly above the estimate of $1.16 billion, with a year-over-year increase of 3.2% [4] - Revenues from Services in the United States were $681.7 million, slightly above the estimate of $676.82 million, but showed a year-over-year decline of 1.5% [4] - Revenues from Services in Other Americas reached $451.7 million, exceeding the estimate of $392.49 million, with a year-over-year increase of 18.3% [4] - Revenues from Services in Italy were $485.9 million, above the estimate of $477.14 million, reflecting a year-over-year increase of 16.1% [4] Operating Performance - Corporate expenses reported an operating unit profit of -$47.6 million, worse than the estimated -$29.54 million [4] Stock Performance - Manpower's shares have returned -2.6% over the past month, while the Zacks S&P 500 composite increased by 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]