分组1 - RCM Technologies, Inc. reported quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.45 per share, and showing a decrease from $0.44 per share a year ago, resulting in an earnings surprise of -6.67% [1] - The company posted revenues of $70.29 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.97%, and an increase from $60.37 million year-over-year [2] - Over the last four quarters, RCM Technologies has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] 分组2 - The stock has added about 4.1% since the beginning of the year, underperforming compared to the S&P 500's gain of 15.1% [3] - The current consensus EPS estimate for the coming quarter is $0.61 on $83 million in revenues, and for the current fiscal year, it is $2.38 on $313.91 million in revenues [7] - The Zacks Industry Rank indicates that the Staffing Firms industry is currently in the bottom 15% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Investors in Korn Ferry (KFY) should monitor stock movements closely due to significant implied volatility in the options market, particularly for the Dec. 19, 2025 $50 Call option [1] Company Analysis - Korn Ferry currently holds a Zacks Rank 3 (Hold) in the Staffing Firms industry, which is positioned in the Bottom 13% of the Zacks Industry Rank [3] - Over the last 60 days, earnings estimates for the current quarter have seen mixed adjustments, with one analyst increasing estimates and another decreasing them, resulting in a slight rise in the Zacks Consensus Estimate from $1.27 to $1.30 per share [3] Options Market Insights - The high implied volatility surrounding Korn Ferry shares suggests that options traders anticipate a significant price movement, which could indicate an upcoming event that may lead to a substantial rally or sell-off [2][4] - Seasoned options traders often seek out high implied volatility options to sell premium, aiming to benefit from the decay of options value if the underlying stock does not move as much as expected by expiration [4]

Group 1 - Korn Ferry (KFY) stock is experiencing significant attention due to high implied volatility in the options market, particularly the Dec 19, 2025 $50.00 Call option [1] - Implied volatility indicates market expectations for future stock movement, suggesting potential upcoming events that could lead to substantial price changes [2] - Analysts currently rate Korn Ferry as a Zacks Rank 3 (Hold) within the Staffing Firms industry, which is in the bottom 13% of the Zacks Industry Rank [3] Group 2 - The high implied volatility may signal a developing trading opportunity, as options traders often seek to sell premium on such options to benefit from time decay [4] - The Zacks Consensus Estimate for Korn Ferry's current quarter earnings has slightly increased from $1.27 to $1.30 per share over the last 60 days [3]

Industry Overview - The Staffing Firms industry is expected to gradually return to pre-pandemic levels, enabling companies to distribute regular dividends [1] - The industry encompasses a wide range of human resources and workforce solutions, including recruitment, payroll administration, and organizational planning [2] Market Trends - The industry is characterized by stable demand, with revenues and cash flows anticipated to recover to pre-pandemic levels [3] - The adoption of remote work and hybrid models has surged, prompting staffing agencies to focus on flexible staffing solutions [4] - Technological advancements are being integrated into staffing operations, enhancing efficiency and service quality [5] Performance Metrics - The Zacks Staffing Firms industry currently holds a Zacks Industry Rank of 219, placing it in the bottom 10% of 243 Zacks industries [6] - Over the past year, the industry has underperformed the S&P 500, declining by 35.6% compared to the S&P 500's growth of 19% [8] - The industry is trading at an EV-to-EBITDA ratio of 5.77X, significantly lower than the S&P 500's 18.87X and the sector's 10.93X [11] Company Highlights - **Kelly Services (KELYA)**: The company is experiencing growth driven by the acquisition of Motion Recruitment Partners, with a 5.3% year-over-year organic growth in its education business [15][16] - **Heidrick & Struggles International (HSII)**: The company has shown strong performance due to its focus on executive search and consulting, with a 50.9% increase in shares over the past six months [20][22] - **DLH Holdings (DLHC)**: The company is investing in tech integration and advanced solutions in cybersecurity, with shares increasing by 56.4% in the past six months [25][27]

Core Insights - Robert Half International Inc. (RHI) reported third-quarter fiscal 2026 results, with earnings and revenues meeting the Zacks Consensus Estimate, but the stock has not shown significant movement since the earnings release on October 22 [1] Financial Performance - Quarterly earnings were 43 cents per share, matching the consensus but declining 32.8% year over year [1][10] - Revenues totaled $1.35 billion, in line with the consensus but down 7.5% year over year [1][10] Segment Performance - Talent Solutions revenues were $856.35 million, a decrease of 11% year over year, falling short of the estimate of $914.2 million [3] - U.S. Talent Solutions revenues were $649 million, down 11% year over year, while non-U.S. revenues declined 12% to $207 million [3] - Protiviti revenues were $498 million, down 3% year over year and below the expectation of $503.1 million [4] - U.S. Protiviti revenues decreased 6% to $398 million, while non-U.S. revenues increased 8% to $100 million [4] Currency Impact - Currency exchange rate movements contributed an increase of $9 million to total revenues year over year, with $6 million attributed to both Talent Solutions and Protiviti [5] Profitability Metrics - Adjusted gross profit was $514.65 million, down 10.9% year over year, with a gross profit margin of 38.9%, remaining flat year over year [6] Balance Sheet and Cash Flow - The company ended the quarter with cash and cash equivalents of $365.3 million, down from $570.47 million in the third quarter of 2024 [7] - Cash flow from operations was $77 million, with capital expenditures of $41.4 million and $59 million paid out in dividends [7] Future Guidance - For Q4 2025, RHI expects revenues between $1.245 billion and $1.345 billion, with an EPS forecast of 25 to 35 cents [8] - The midpoint of the revenue guidance is slightly above the current Zacks Consensus Estimate of $1.29 billion [8] - Capital expenditures for Q4 are projected to be between $15 million and $25 million [9] - For 2025, total capital expenditures are expected to range from $75 million to $90 million [11]

Core Viewpoint - Robert Half reported quarterly earnings of $0.43 per share, matching the Zacks Consensus Estimate, but down from $0.64 per share a year ago [1] - The company generated revenues of $1.35 billion for the quarter, also in line with the Zacks Consensus Estimate, compared to $1.47 billion in the same quarter last year [2] Financial Performance - Earnings per share (EPS) for the last quarter was $0.43, consistent with expectations, and a slight increase from the previous quarter's expected EPS of $0.40, where the actual was $0.41, resulting in a surprise of +2.5% [1][3] - Revenue for the quarter was $1.35 billion, which is a decrease of approximately 8.16% from $1.47 billion year-over-year [2] Market Performance - Robert Half shares have declined about 56% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] - The company's current Zacks Rank is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.38 on revenues of $1.29 billion, and for the current fiscal year, it is $1.39 on revenues of $5.37 billion [7] - The staffing industry, to which Robert Half belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Viewpoint - RCM Technologies, Inc. has experienced a decline in stock price and is underperforming compared to broader market indices, with upcoming earnings expected to show modest growth in both earnings per share and revenue [1][2][3]. Company Performance - The stock price of RCM Technologies, Inc. closed at $22.42, reflecting a decrease of 3.74% from the previous day, while the S&P 500 gained 0.53% [1]. - Over the past month, the company's shares have decreased by 15.28%, significantly underperforming the Business Services sector, which saw a loss of 4.93% [1]. Earnings Expectations - Analysts anticipate that RCM Technologies, Inc. will report earnings of $0.45 per share, representing a year-over-year growth of 2.27% [2]. - The consensus estimate for revenue is projected at $68.26 million, indicating a 13.07% increase compared to the same quarter last year [2]. Full Year Projections - For the full year, analysts expect earnings of $2.38 per share and revenue of $313.91 million, reflecting increases of 17.24% and 12.76%, respectively, from the previous year [3]. Analyst Forecast Revisions - Recent revisions to analyst forecasts for RCM Technologies, Inc. are important as they indicate changing business trends, with positive revisions suggesting increased confidence in the company's performance [4]. Valuation Metrics - RCM Technologies, Inc. is currently trading at a Forward P/E ratio of 9.79, which is lower than the industry average Forward P/E of 16.35, indicating a potential valuation discount [7]. - The Staffing Firms industry, part of the Business Services sector, ranks in the bottom 21% of all industries according to the Zacks Industry Rank [7].

Core Insights - ManpowerGroup reported quarterly earnings of $0.83 per share, exceeding the Zacks Consensus Estimate of $0.82 per share, but down from $1.29 per share a year ago, indicating an earnings surprise of +1.22% [1] - The company generated revenues of $4.63 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.64% and showing an increase from $4.53 billion year-over-year [2] - Manpower has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Future Outlook - The immediate price movement of Manpower's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.78 on revenues of $4.52 billion, while the estimate for the current fiscal year is $2.82 on revenues of $17.74 billion [7] - The estimate revisions trend for Manpower was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), suggesting expected underperformance in the near future [6] Industry Context - The Staffing Firms industry, to which Manpower belongs, is currently ranked in the bottom 17% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Manpower's stock performance [5]

Company Overview - HireQuest, Inc. (HQI) shares increased by 5.4% to $8.77 in the last trading session, following a period of decline and reflecting positive momentum in the broader market [1] - The stock has experienced a 16.8% loss over the past four weeks, indicating volatility [1] Earnings Expectations - HireQuest is expected to report quarterly earnings of $0.14 per share, representing a year-over-year decline of 30% [2] - Revenue expectations for the upcoming report are $7.63 million, down 19% from the same quarter last year [2] Stock Performance and Estimates - The consensus EPS estimate for HireQuest has remained unchanged over the last 30 days, suggesting a lack of upward momentum in earnings revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [3] Industry Comparison - HireQuest is part of the Zacks Staffing Firms industry, where Kforce (KFRC) also holds a Zacks Rank of 3 (Hold) [3][4] - Kforce's consensus EPS estimate is $0.57, reflecting a 24% decrease from the previous year [4]

Core Viewpoint - The analysis compares Kelly Services (KELYA) and Cross Country Healthcare (CCRN) to determine which stock represents a better value opportunity for investors [1]. Valuation Metrics - KELYA has a forward P/E ratio of 5.78, significantly lower than CCRN's forward P/E of 69.19, indicating KELYA may be undervalued [5]. - KELYA's PEG ratio is 0.44, while CCRN's PEG ratio is 6.92, suggesting KELYA has a more favorable earnings growth outlook relative to its price [5]. - KELYA's P/B ratio is 0.35, compared to CCRN's P/B of 0.92, further supporting KELYA's valuation as more attractive [6]. Zacks Rank and Estimate Revisions - KELYA holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while CCRN has a Zacks Rank of 5 (Strong Sell), suggesting a weaker earnings outlook [3]. - KELYA has experienced stronger estimate revision activity compared to CCRN, reinforcing its position as the superior investment choice for value investors [7]. Value Grades - KELYA has a Value grade of A, while CCRN has a Value grade of C, reflecting KELYA's more favorable valuation metrics [6].