Core Insights - ManpowerGroup reported $4.52 billion in revenue for the quarter ended June 2025, showing no year-over-year change, with an EPS of $0.78 compared to $1.30 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $4.35 billion by +3.78%, while the EPS surpassed the consensus estimate of $0.69 by +13.04% [1] Revenue Breakdown - Revenues from Services- Americas: $1.06 billion, exceeding the average estimate of $1.03 billion, with a year-over-year change of -0.4% [4] - Revenues from Services- APME: $525.3 million, above the average estimate of $507.62 million, representing a -3% year-over-year change [4] - Revenues from Services- Southern Europe: $2.15 billion, surpassing the average estimate of $2.06 billion, with a +2.5% year-over-year change [4] - Revenues from Services- Northern Europe: $794.4 million, exceeding the average estimate of $761.32 million, showing a -5.1% year-over-year change [4] - Revenues from Services- Southern Europe- Other Southern Europe: $524.1 million, above the average estimate of $488.79 million, with a +9.6% year-over-year change [4] - Revenues from Services- Southern Europe- France: $1.15 billion, slightly above the average estimate of $1.12 billion, with a -3% year-over-year change [4] - Revenues from Services- Americas- United States: $674.1 million, exceeding the average estimate of $671.45 million, with a -3.3% year-over-year change [4] - Revenues from Services- Americas- Other Americas: $385.9 million, above the average estimate of $357.07 million, with a +5% year-over-year change [4] - Revenues from Services- Southern Europe- Italy: $475.9 million, exceeding the average estimate of $448.47 million, with a +9.4% year-over-year change [4] Profitability Metrics - Operating Unit Profit- Corporate expenses: reported at $-55.1 million, compared to the average estimate of $-40.68 million [4] Stock Performance - Manpower shares have returned +8.3% over the past month, outperforming the Zacks S&P 500 composite's +4.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - ASGN Inc is expected to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show quarterly earnings of $1.08 per share, reflecting a year-over-year decrease of 20.6% [3]. - Revenues are projected to be $991.41 million, down 4.2% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.84% lower in the last 30 days, indicating a reassessment by analysts [4]. - A positive Earnings ESP of +1.24% suggests recent bullish sentiment among analysts, despite the stock holding a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Earnings Surprise History - In the last reported quarter, ASGN Inc was expected to post earnings of $0.95 per share but delivered $0.92, resulting in a surprise of -3.16% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - While ASGN Inc does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Viewpoint - BGSF has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock price [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, suggesting that revisions in earnings estimates are a powerful indicator of near-term stock performance [4][6]. - For BGSF, the recent increase in earnings estimates reflects an improvement in the company's underlying business, which is expected to drive the stock price higher [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [10]. Earnings Estimate Revisions for BGSF - BGSF is projected to earn $0.08 per share for the fiscal year ending December 2025, with no year-over-year change expected [8]. - Over the past three months, the Zacks Consensus Estimate for BGSF has increased by 366.7%, highlighting significant upward revisions by analysts [8].

Industry Overview - The staffing industry is a crucial component of the global economy, facilitating the connection between businesses and talent to foster growth and innovation [1] - The global staffing industry is projected to reach $650 billion in 2025, reflecting a 5% growth from the previous year, driven by labor shortages, the gig economy, and digital transformation in recruitment [4] Emerging Trends - The adoption of AI and automation is reshaping recruitment processes, enhancing candidate matching accuracy and streamlining operations [2] - There is a notable shift towards skills-based hiring, with employers prioritizing practical competencies over traditional educational requirements [2] - Flexible work models, including remote and hybrid arrangements, are becoming standard, prompting staffing firms to adapt their strategies [2] Investment Opportunities - The staffing sector's growth presents attractive investment opportunities, with companies like Paylocity Holding Corporation, Pegasystems Inc., and Upwork Inc. gaining traction [5] - Staffing firms are increasingly seen as key enablers of economic expansion, making them appealing for investors [5] Company Highlights Paylocity Holding Corporation - Paylocity offers AI-powered solutions that enhance HR processes and workforce management through a unified cloud-based platform [7] - The introduction of an AI Assistant provides real-time support, while features like predictive scheduling improve decision-making and employee engagement [8] - Paylocity emphasizes employee experience with tools for continuous feedback and recognition, catering to a modern workforce [9] Pegasystems Inc. - Pegasystems specializes in customer relationship management and digital process automation, enhancing operational efficiency and customer engagement [10] - The GenAI Blueprint solution is gaining traction, combining AI with best practices to create sophisticated enterprise applications [11] - The Customer Decision Hub utilizes statistical AI for hyper-personalized customer interactions, positioning Pegasystems for revenue growth [13][14] Upwork Inc. - Upwork provides a flexible platform for businesses to connect with freelancers, allowing access to specialized skills on demand [15] - The cost-effective model reduces overhead expenses associated with traditional hiring, optimizing resource allocation [16] - Upwork's platform features advanced search filters and project management tools, facilitating efficient hiring and collaboration [17]

Core Insights - Robert Half Inc. (RHI) is projected to experience declines in both sales and earnings in 2025 due to a weak job market, marking a five-year low for the company [1][7] - The company specializes in talent solutions and business consulting, providing services in various fields including finance, technology, and legal [2] Financial Performance - In Q1 2025, Robert Half reported earnings of $0.17, missing the consensus estimate of $0.36 by $0.19, marking the second consecutive earnings miss and the third in the last four quarters [3] - Global enterprise revenues decreased by 8% on a reported basis and 6% on an adjusted basis, falling from $1.476 billion to $1.352 billion year-over-year [3] Market Sentiment - Business confidence has declined due to economic uncertainties, leading to prolonged decision cycles and reduced hiring activity [4] - Analysts remain bearish on Robert Half for 2025, with earnings expected to fall for the third consecutive year, and the Zacks Consensus estimate for 2025 has been revised down to $1.78 from $2.02 [5] Stock Performance - Shares of Robert Half have dropped to five-year lows, down 18.3% over the last five years, while the S&P 500 has gained 101% during the same period [7] - The company has a forward price-to-earnings (P/E) ratio of 22.7, which is considered high compared to the typical value stock threshold of under 15 [8] Dividend Considerations - Robert Half offers a dividend yield of 5.9%, with a recent payout of $0.59 per share, annualized to $2.36 [8] - Concerns arise regarding the sustainability of the dividend amidst declining earnings, with the 2025 Zacks Consensus projecting earnings of only $1.78 [8]

Company Overview and Strategy - Kforce's market capitalization is $1.3 billion and trades on NASDAQ under the ticker "KFRC"[7] - The company generates 100% of its revenue domestically with approximately 1,800 associates across the U S[7] - Kforce is strategically focused on technology, with technology revenues representing 90% of the total, compared to 6% for government, and 22% for financial and healthcare in 2007[7] - The company returned over 100% of operating cash flows to shareholders in FY 2023[7] Financial Performance in 2023 - FY 2023 revenues declined by 10.1% to $1.5 billion[7] - Technology flex revenues decreased by 7.1% in FY 2023, but grew slightly less than 1% sequentially in Q4 2023[7, 20] - The company reduced structural annual operating costs by approximately $14 million in July 2023[21] - GAAP EPS in Q4 2023 was $0.82, and adjusted EPS in FY 2023 was $3.49[21] - TTM EBITDA is approximately $116 million with outstanding borrowings of approximately $42 million[22] Capital Allocation and Shareholder Returns - Kforce returned $94.7 million in capital to shareholders in 2023 through share repurchases and dividends[22] - The annual dividend was increased by 5.5% to $1.52 per share, and the share repurchase authorization was increased to $100 million[22] Technology Business and Market - Technology staffing addressable market is projected to be $41.2 billion in 2023 and $43.2 billion in 2024[27] - The technology bill rate is approximately $90, and the flex GP% is 25.4%[7, 29]

Company Overview - AtWork is a leading staffing franchise in the United States, with over 100 locations nationwide and headquartered in Knoxville, Tennessee [6] - The company has been recognized by various organizations, including Forbes and Entrepreneur®, for its excellence in staffing and diversity initiatives [6] New Location Opening - AtWork has opened a new location in Duluth, Georgia, at 6601 Sugarloaf Parkway, Ste. 220, strategically positioned near I-85 and Gas South Arena [1][4] - The new branch, AtWork West Gwinnett, aims to provide staffing solutions for job seekers and businesses in the area [4] Leadership and Experience - The new location is locally owned by Wendy Smith and her husband, Jeremy, with Wendy bringing over 25 years of experience in human resources and a background in HR consulting [2] - Wendy is a Six Sigma Master Black Belt and holds a certification in AI strategy from Cornell University, focusing on AI's impact on the workforce [2] Mission and Impact - AtWork's mission is to connect people with jobs and jobs with people, having placed nearly 40,000 individuals in various positions annually [3] - The company emphasizes the transformative power of employment on individuals, families, and communities [3] Community Engagement - The Smiths are committed to fostering community connections and supporting local youth through their new staffing location [2][4] - Jason Leverant, President and COO of AtWork, highlighted the importance of the new location in helping employees thrive and businesses prosper [4]

Investment Rating - The report maintains a Buy rating on Adecco and a Neutral rating on Randstad [6][9]. Core Insights - The report highlights a continued improvement in temp staffing trends and PMI numbers, indicating a positive outlook for the temp staffing industry. Month-on-month temp volumes have shown growth since January 2025, suggesting a potential recovery in topline performance for staffing companies after a prolonged period of weakness [5][18]. - French temp staffing data for May 2025 showed a year-over-year volume decline of -5.7%, an improvement from -8.1% in April 2025. Dutch turnover data for the same period improved significantly to +5% year-over-year [1][3]. - US temp staffing volumes were down approximately -5% year-over-year in May 2025, consistent with the decline seen in April [4][14]. Summary by Sections French Temp Staffing - French temp staffing volumes declined by -6% in May 2025, improving from -8% year-over-year in April 2025 [10]. - The turnover for French temp work improved to approximately -1% compared to -5% in April 2025 [3]. Dutch Temp Staffing - Dutch turnover increased by approximately +5% year-over-year in the 5th 4-week period of 2025, a significant improvement from -2% in the previous period [12]. US Temp Staffing - US temp staffing volumes declined by approximately -5% year-over-year in May 2025, maintaining a stable temp penetration rate at multi-year lows of 1.59% [4][14]. Company Performance - Adecco is expected to deliver a faster topline recovery compared to peers, supported by its differentiated business mix and better execution [7]. - Randstad's performance remains neutral, with a need for evidence of market outperformance to turn more positive on the company [9]. Valuation Metrics - Adecco is trading close to trough EV/sales multiples, with a 2025E EV/sales of 0.3x [6]. - Randstad is trading at approximately 0.4x EV/sales [25].

ENGLEWOOD CLIFFS, N.J., June 05, 2025 (GLOBE NEWSWIRE) -- Atlantic International Corp. ("Atlantic") (Nasdaq: ATLN), a leading provider of strategic staffing, outsourced services, and workforce solutions, today announced that its subsidiary Lyneer Staffing Solutions ("Lyneer") has successfully integrated cutting-edge artificial intelligence capabilities into its proprietary Apollo Ecosystem. This strategic enhancement positions Lyneer at the forefront of the staffing industry's digital transformation while m ...

Core Points - Kelly, a leading global specialty talent solutions provider, will participate in two investor conferences in June 2025 [1] - The first conference is the Baird 2025 Global Consumer, Technology & Services Conference on June 3, 2025, where key executives will present and hold one-on-one meetings [2] - The second conference is the Noble Capital Markets Emerging Growth Virtual Equity Conference on June 5, 2025, also featuring presentations and one-on-one meetings with executives [3] Company Overview - Kelly Services, Inc. has been a pioneer in the staffing industry since 1946, connecting over 400,000 people with work annually [4] - The company provides a suite of outsourcing and consulting services across various industries, including science, engineering, technology, education, manufacturing, retail, finance, and energy [4] - In 2024, Kelly reported a revenue of $4.3 billion [4]