分组1 - TrueBlue reported a quarterly loss of $0.07 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.31, representing an earnings surprise of +77.42% [1] - The company posted revenues of $396.3 million for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.02%, and showing a year-over-year revenue increase from $396.23 million [2] - TrueBlue has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times during the same period [2] 分组2 - TrueBlue shares have declined approximately 20.8% since the beginning of the year, contrasting with the S&P 500's gain of 6.1% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimate for the coming quarter at $0.04 on revenues of $385.21 million, and for the current fiscal year at -$0.64 on revenues of $1.53 billion [7] - The Staffing Firms industry, to which TrueBlue belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - Heidrick & Struggles (HSII) reported quarterly earnings of $0.85 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, and up from $0.67 per share a year ago, representing an earnings surprise of +14.86% [1] - The company achieved revenues of $317.25 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.30%, compared to $278.63 million in the same quarter last year [2] - Heidrick & Struggles has outperformed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times in the same period [2] Future Outlook - The stock's immediate price movement will largely depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is $0.73 on revenues of $289.09 million, and for the current fiscal year, it is $2.86 on revenues of $1.14 billion [7] - The estimate revisions trend for Heidrick & Struggles was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Staffing Firms industry, to which Heidrick & Struggles belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Insperity, Inc. reported quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.41 per share, and down from $0.86 per share a year ago, representing an earnings surprise of -36.59% [1] - The company posted revenues of $1.66 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.54%, and showing a year-over-year increase from $1.61 billion [2] - Insperity shares have declined approximately 23.1% year-to-date, contrasting with the S&P 500's gain of 7.8% [3] Company Performance - Over the last four quarters, Insperity has surpassed consensus EPS estimates two times and topped consensus revenue estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.33 on revenues of $1.62 billion, and for the current fiscal year, it is $2.48 on revenues of $6.84 billion [7] Industry Context - The Staffing Firms industry, to which Insperity belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges for performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Insperity's stock performance [5][6]

Industry Overview - The Zacks Staffing industry encompasses a wide range of human resources and workforce solutions, including recruitment, payroll administration, and organizational consulting services tailored for various sectors [2] - The industry is currently facing challenges due to a contraction in the manufacturing sector, which negatively impacts the demand for temporary workers [3] Current Trends - The staffing industry is expected to recover to pre-pandemic revenues, income, and cash flows despite the ongoing contraction in manufacturing [3] - There is an increased adoption of remote work and hybrid models, prompting staffing agencies to prioritize flexible staffing solutions to meet evolving workplace preferences [4] - Technology is increasingly being utilized in the staffing sector to enhance operations, with AI-driven tools and platforms improving the efficiency of attracting and onboarding talent [5] Market Performance - The Zacks Staffing Firms industry has underperformed compared to the broader sector and the S&P 500, declining 32% over the past year, while the S&P 500 grew by 15.9% [8] - The industry currently trades at an EV-to-EBITDA ratio of 6.53X, significantly lower than the S&P 500's 18.03X and the sector's 11.37X [11] Company Highlights - **Korn Ferry (KFY)**: This firm is leveraging its broad array of solutions and large-scale client engagements, with a focus on technology and AI investments. KFY's digital subscription and license business is enhancing revenue stability [14][15] KFY has a Zacks Rank 3 and a consensus estimate for its 2025 bottom line at $5.16, reflecting an 11% increase over the past 60 days [17] - **RCM Technologies (RCMT)**: RCMT is transitioning into an innovative company with a strong growth narrative in its healthcare segment, particularly in K-12 behavioral health. The company is also expanding in life sciences and engineering, supported by multi-year contracts [20][22] RCMT holds a Zacks Rank 3 with a consensus estimate for its 2025 bottom line at $2.2 [22] - **Heidrick & Struggles International (HSII)**: HSII focuses on value creation through effective leadership placement, supported by a diversified revenue model and zero debt. The company has a Zacks Rank 3 and a consensus estimate for 2025 EPS at $2.86 [25][27]

Company Performance - Kforce reported quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.60 per share, and down from $0.75 per share a year ago, representing an earnings surprise of -1.67% [1] - The company posted revenues of $334.32 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.16%, but down from $356.32 million year-over-year [2] - Over the last four quarters, Kforce has surpassed consensus EPS estimates just once, while topping consensus revenue estimates three times [2] Stock Performance - Kforce shares have declined approximately 18.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current Zacks Rank for Kforce is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.61 on revenues of $331.76 million, and for the current fiscal year, it is $2.19 on revenues of $1.32 billion [7] - The outlook for the staffing industry, where Kforce operates, is currently in the top 39% of Zacks industries, suggesting potential for better performance compared to lower-ranked industries [8]

Core Insights - Robert Half International Inc. (RHI) reported second-quarter fiscal 2026 results with earnings and revenues exceeding the Zacks Consensus Estimate, yet the market reaction was negative, leading to a 6.1% decline in stock price since the earnings release on July 23 [1] - Quarterly earnings were 41 cents per share, surpassing estimates by 2.5% but reflecting a year-over-year decline of 37.9% [1][7] - Revenues totaled $1.37 billion, exceeding the consensus by 1.4% but down 7% year over year [1][7] Financial Performance - Talent Solutions revenues were $874.521 million, down 11.3% year over year and below the estimate of $914.2 million; U.S. Talent Solutions revenues were $668 million, a decrease of 11% year over year [4] - Protiviti revenues reached $495.2 million, up 2% year over year but below expectations; U.S. Protiviti revenues decreased by 1% to $396 million, while non-U.S. revenues increased by 11% to $99 million [5] - The adjusted gross profit was $522.3 million, down 9.9% year over year, with a gross profit margin of 39.1%, a decline of 210 basis points [8] Market Comparison - RHI's shares have depreciated 37.2% over the past year, contrasting with a 28.4% decline in the Staffing Firms industry and a 17.4% rise in the Zacks S&P 500 composite [2] Guidance and Projections - For Q3 2025, RHI expects revenues between $1.31 billion and $1.41 billion, with an EPS forecast of 37 to 47 cents, below the current consensus estimate of 52 cents [10] - The company anticipates 64.2 billing days in Q3 2025, slightly up from 64.1 billing days in Q3 2024 [11] - Capital expenditures for Q3 are projected between $15 million and $25 million, with full-year estimates for 2025 ranging from $75 million to $90 million [11]

Group 1 - RCM Technologies, Inc. closed at $25.85, reflecting a -1.07% change from the previous day, underperforming the S&P 500's gain of 0.4% [1] - Over the past month, RCM Technologies' shares increased by 12.17%, outperforming the Business Services sector's decline of 0.55% and the S&P 500's increase of 4.61% [1] Group 2 - Analysts expect RCM Technologies to report earnings of $0.61 per share, indicating a year-over-year growth of 8.93%, with revenue projected at $78.15 million, representing a 13% increase compared to the same quarter last year [2] - For the full year, earnings are projected at $2.2 per share and revenue at $313.89 million, reflecting changes of +8.37% and +12.76% respectively from the previous year [3] Group 3 - Changes in analyst estimates for RCM Technologies are important as they reflect short-term business trends, with positive revisions indicating analyst optimism about the company's profitability [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown a strong track record, with 1 rated stocks delivering an average annual return of +25% since 1988; RCM Technologies currently holds a Zacks Rank of 3 (Hold) [5][6] Group 4 - RCM Technologies has a Forward P/E ratio of 11.88, which is lower than the industry average Forward P/E of 16.43, indicating a valuation discount [7] - The Staffing Firms industry, part of the Business Services sector, has a Zacks Industry Rank of 153, placing it in the bottom 39% of over 250 industries [7] Group 5 - The strength of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Group 1 - Resources Connection (RGP) reported quarterly earnings of $0.16 per share, significantly exceeding the Zacks Consensus Estimate of $0.01 per share, although this is a decrease from $0.28 per share a year ago, representing an earnings surprise of +1,500.00% [1] - The company posted revenues of $139.34 million for the quarter ended May 2025, surpassing the Zacks Consensus Estimate by 3.75%, but down from $148.2 million year-over-year [2] - Resources Connection has outperformed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] Group 2 - The stock has underperformed the market, losing about 35.5% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.03 on revenues of $130.5 million, and for the current fiscal year, it is $0.46 on revenues of $564.76 million [7] Group 3 - The Zacks Industry Rank indicates that the Staffing Firms industry is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Core Insights - Robert Half (RHI) reported quarterly earnings of $0.41 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, but down from $0.66 per share a year ago, indicating an earnings surprise of +2.50% [1] - The company posted revenues of $1.37 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.35%, but down from $1.47 billion year-over-year [2] - Robert Half shares have declined approximately 39.4% year-to-date, contrasting with the S&P 500's gain of 7.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.53 on revenues of $1.37 billion, and for the current fiscal year, it is $1.63 on revenues of $5.42 billion [7] - The estimate revisions trend for Robert Half was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market [6] Industry Context - The Staffing Firms industry, to which Robert Half belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Group 1: Earnings Performance - ManpowerGroup reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.69 per share, but down from $1.3 per share a year ago, representing an earnings surprise of +13.04% [1] - The company posted revenues of $4.52 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.78%, with year-ago revenues also at $4.52 billion [2] - Over the last four quarters, Manpower has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Manpower shares have declined approximately 25.3% since the beginning of the year, contrasting with the S&P 500's gain of 6.5% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.76 on revenues of $4.36 billion, and for the current fiscal year, it is $2.66 on revenues of $17.28 billion [7] Group 3: Industry Context - The Staffing Firms industry, to which Manpower belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - Another company in the same industry, Insperity, Inc., is expected to report quarterly earnings of $0.41 per share, reflecting a year-over-year decline of -52.3% [9]