Robert Half Inc. (NYSE:RHI) is included among the 13 Most Promising Long-Term Stocks to Buy According to Hedge Funds. BMO Capital Adjusts Robert Half (RHI) Forecast as Profit Recovery Slows Photo by Vitaly Taranov on Unsplash On February 17, BMO Capital lowered its price recommendation on Robert Half Inc. (NYSE:RHI) to $32 from $35. The firm reiterated a Market Perform rating on the shares following the company’s 10K disclosures. In a research note, the analyst said a $17 million cost-action charge is e ...

Core Insights - Brunel International N.V. reported a resilient performance in Q4 2025, with revenue and underlying EBIT stabilizing compared to Q3, reflecting improved operations in Europe and global business [4][7] Q4 2025 Key Points - Revenue for Q4 2025 was EUR 300.4 million, down 10% year-on-year and down 4% organically [9] - Gross profit for Q4 was EUR 52.8 million, down 15% year-on-year and down 11% organically [9] - Underlying EBIT for Q4 was EUR 11.6 million, down 20% year-on-year and down 15% organically, indicating stabilization compared to previous quarters [9] - Operating costs in Q4 were reduced to EUR 41.2 million, improving 13% year-on-year and 9% organically [9] - A cost savings program was expanded from EUR 10 million to a EUR 20 million annual target, with part of the savings to be reinvested in sales and recruitment capabilities [5][9] FY 2025 Key Points - Total revenue for FY 2025 was EUR 1,217.7 million, down 11% year-on-year and down 7% organically, reflecting a challenging market environment [9] - Gross profit for FY 2025 was EUR 218.1 million, down 17% year-on-year and down 14% organically [9] - Underlying EBIT for FY 2025 was EUR 38.2 million, down 35% year-on-year and down 26% organically [9] - Underlying operating costs for FY 2025 were reduced to EUR 179.9 million, improving by EUR 24.6 million or 12% versus the prior year [9] - Free cash flow for FY 2025 was EUR 8.7 million, down 88% from EUR 74.6 million in 2024 [9] - Earnings per share for FY 2025 were EUR 0.06, down 90%, with a proposed dividend of EUR 0.06 per share and an additional super dividend of EUR 0.29 per share [9] Strategic Outlook - The company anticipates additional efficiency gains through digital and AI-driven solutions, with a broader rollout of new recruitment and contracting tools planned for 2026 [6][7] - A strategy update is scheduled for presentation on 12 May 2026, aimed at aligning with current market dynamics and technological developments [4][7]

Trueblue (NYSE:TBI) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsCarl Schweihs - EVP and CFOJessica Loos - Equity Research AssociateTaryn Owen - President and CEOConference Call ParticipantsMarc Riddick - Senior Equity AnalystMark Marcon - Senior Research Analyst covering Human Capital Technology & SolutionsOperatorGreetings, and welcome to the TrueBlue fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will f ...

JACKSONVILLE, FL / ACCESS Newswire / February 12, 2026 / GEE Group Inc. (NYSE American:JOB) together with its subsidiaries (collectively referred to as the "Company," "GEE Group," "our" or "we"), a provider of professional staffing services and human resource solutions, today announced consolidated results for the fiscal 2026 first quarter ended December 31, 2025. The Company's contract and placement services are currently provided under its Professional Staffing Services operating division or segment. ...

Core Viewpoint - GEE Group Inc. will hold an investor webcast/conference call to discuss its Fiscal First Quarter results for the period ending December 31, 2025 [1] Group 1 - The investor webcast/conference call is scheduled for February 13, 2026, at 11 a.m. EST [1] - The company provides professional staffing services and human resource solutions [1]

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $32.4 million, down 10% year-over-year and roughly flat compared to Q3 2025 [14] - Total bookings for the quarter were $31.2 million, down 5% year-over-year [14] - Adjusted EBITDA for Q4 was $9.4 million, with a margin of 30%, compared to $9.2 million and a margin of 26% in the prior year [20] - Net income for Q4 was $1.3 million or $0.03 per diluted share, compared to $1 million or $0.02 per diluted share in the prior year [20] Business Line Data and Key Metrics Changes - ClearanceJobs revenue was $13.9 million, up 1% year-over-year, with bookings at $14.6 million, up 3% year-over-year [14][15] - Dice revenue was $17.4 million, down 17% year-over-year, with bookings at $16.6 million, down 11% year-over-year [14][16] - ClearanceJobs had a revenue renewal rate of 90% and a retention rate of 109% [15] - Dice's revenue renewal rate was 78% and its retention rate was 94% [16] Market Data and Key Metrics Changes - The U.S. defense budget for fiscal year 2026 is projected to increase significantly, which is expected to benefit ClearanceJobs [8] - The tech staffing market is showing signs of recovery, with projections indicating a return to growth in 2026 after declines in previous years [11][12] Company Strategy and Development Direction - The company aims to leverage the strong defense spending environment to drive growth in ClearanceJobs [12][13] - The introduction of the Dice Employer Experience platform is intended to expand the addressable market and improve operational efficiency [11] - The company is focused on delivering long-term, sustainable, and profitable revenue growth, targeting a full-year adjusted EBITDA margin of 25% [26] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing the record-breaking defense budget as a growth driver for ClearanceJobs [27] - The company anticipates that the commercial tech hiring environment will improve, benefiting Dice in the long term [12][27] Other Important Information - The company has authorized a new $10 million stock repurchase program [13] - Free cash flow for the full year was $13.8 million, compared to $7.1 million in the previous year [22] Q&A Session Summary Question: What are the assumptions around the bookings trajectory for ClearanceJobs? - Management indicated that improved sales execution and the new defense budget are expected to drive bookings growth in 2026 [31] Question: How is the growth of AI-related job postings affecting Dice? - Management noted that while demand for AI professionals is increasing, the overall commercial activity remains subdued [36] Question: What is causing the margin compression for Dice? - Management explained that the margin compression is primarily due to lower revenue and bookings challenges, despite efforts to reduce operating expenses [37] Question: Can you elaborate on the new Premium subscription package for ClearanceJobs? - Management described the Premium subscription as offering features similar to LinkedIn Premium, aimed at enhancing candidate engagement with recruiters [41][42] Question: What encouraging signs are you seeing in the macro environment? - Management highlighted the positive trends in defense spending and improvements in tech staffing demand as encouraging signs [50][51]

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $32.4 million, down 10% year-over-year and roughly flat compared to Q3 2025 [14] - Total bookings for the quarter were $31.2 million, down 5% year-over-year [14] - Adjusted EBITDA for Q4 was $9.4 million, with a margin of 30%, compared to $9.2 million and a margin of 26% in the prior year [20] - Net income for Q4 was $1.3 million or $0.03 per diluted share, compared to $1 million or $0.02 per diluted share in the prior year [20] Business Line Data and Key Metrics Changes - ClearanceJobs revenue was $13.9 million, up 1% year-over-year, with bookings at $14.6 million, up 3% year-over-year [14][15] - Dice revenue was $17.4 million, down 17% year-over-year, with bookings at $16.6 million, down 11% year-over-year [14][16] - ClearanceJobs had a revenue renewal rate of 90% and a retention rate of 109% [15] - Dice's revenue renewal rate was 78% and its retention rate was 94% [16] Market Data and Key Metrics Changes - The U.S. defense budget for fiscal year 2026 is projected to increase significantly, which is expected to benefit ClearanceJobs [8] - The tech staffing market is showing signs of recovery, with projections indicating a return to growth in 2026 after declines in previous years [11][27] Company Strategy and Development Direction - The company aims to leverage the increased defense spending to drive growth in ClearanceJobs, which is expected to be the primary growth engine [12][13] - The introduction of the Dice Employer Experience platform is intended to expand the addressable market and improve operational efficiency [11] - The company is focused on delivering long-term, sustainable, and profitable revenue growth, targeting free cash flow generation averaging at or above 10% of revenues [26] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing the record-breaking defense budget as a growth driver for ClearanceJobs [27] - The company anticipates that the commercial tech hiring environment will stabilize, which could lead to growth in Dice [27] - Management noted that while the hiring environment has been challenging, there are signs of improvement in the tech staffing market [27] Other Important Information - The company has authorized a new $10 million stock repurchase program starting this month [13] - Total committed contract backlog at the end of the quarter was $99.6 million, down 5% year-over-year [23] Q&A Session Summary Question: What are the assumptions around the bookings trajectory for ClearanceJobs? - Management indicated that improved sales execution and the new defense budget are expected to positively impact bookings for ClearanceJobs in 2026 [31] Question: How is the growth of AI-related job postings affecting Dice? - Management noted that there is high demand for AI professionals, and they believe this will become more visible in 2026 [34] Question: What is causing the margin compression for Dice? - Management explained that the margin compression is primarily due to lower revenue and bookings challenges, although they plan to target lower operating expenses in 2026 [37] Question: Can you elaborate on the new Premium subscription package for ClearanceJobs? - Management described the Premium subscription as offering features similar to LinkedIn Premium, aimed at enhancing candidate engagement with recruiters [41][42] Question: What encouraging signs are being observed in the macro environment? - Management highlighted the positive trends in defense spending and improvements in tech staffing demand as encouraging signs for future growth [51]

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Financial Data and Key Metrics Changes - Total revenues for Q4 2025 were $332 million, representing a 3% sequential improvement per billing day [10] - Fiscal 2025 revenues were approximately $1.33 billion, a decrease of roughly 5% year-over-year [21] - GAAP earnings per share for Q4 2025 was $0.30, while adjusted earnings per share was $0.43, falling below guidance due to higher healthcare costs [22] - Overall gross margins were 27.2%, down 50 basis points sequentially but up 20 basis points year-over-year [22][23] Business Line Data and Key Metrics Changes - Flex revenues in the technology business grew sequentially by 3% and in the finance and accounting (F&A) business by 5.7% in Q4 [10] - Flex revenues in the F&A business declined 2.4% year-over-year but saw 5.7% sequential growth in Q4 [16] - The average bill rate in the technology business remained steady at approximately $90 per hour over the past three years [14] Market Data and Key Metrics Changes - Sequential growth was observed in eight of the top ten industries served by the company [11] - The company noted a significant increase in demand for consulting-oriented engagements, which typically command higher bill rates [15] Company Strategy and Development Direction - The company is focusing on strategic initiatives such as the implementation of Workday for HCM and Financials, and enhancing offshore delivery capabilities in India [4] - The integrated approach to service delivery across various technologies and skill sets is a key driver of success [12] - The company aims to achieve approximately 8% operating margin when annual revenues return to $1.7 billion, which is more than 100 basis points higher than in 2022 [28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recent operating trends, suggesting a return to more typical cyclicality in demand for flexible talent solutions [5][6] - The company anticipates that clients may increasingly pursue flexible talent models due to economic uncertainty and the evolving landscape of AI [7] - Management highlighted the importance of change management in successfully implementing AI initiatives, noting that many organizations are still in the early stages of adapting to these technologies [34] Other Important Information - The company announced further refinements in headcount and organizational structure to align with current revenue levels [18] - Operating cash flows were $19.7 million, and the return on equity remains at approximately 30% [26] Q&A Session Summary Question: Can you elaborate on the sequential improvement in revenue per billing day and the impact of AI? - Management noted that the positive trend in temporary and contract employment began in August 2025, coinciding with the company's sequential improvements [31] Question: What were the end-of-year dynamics observed from clients? - Clients maintained more consultants on staff towards the end of the year, leading to a stronger start in Q1 2026 compared to previous years [38] Question: How do you expect margins to hold up in 2026? - Management expects operating margins to improve in 2026 even without significant revenue growth, driven by cost efficiencies and a favorable mix of business [66]

Financial Data and Key Metrics Changes - Total revenues for Q4 2025 were $332 million, representing a 3% sequential improvement per billing day [10] - Fiscal 2025 revenues were approximately $1.33 billion, a decrease of roughly 5% year-over-year [21] - GAAP earnings per share for Q4 2025 was $0.30, while adjusted earnings per share was $0.43, falling below guidance due to higher healthcare costs [22] - Overall gross margins were 27.2%, down 50 basis points sequentially but up 20 basis points year-over-year [22][23] Business Line Data and Key Metrics Changes - Flex revenues in the technology business grew sequentially by 3% and by 5.7% in the finance and accounting (F&A) business in Q4 [10] - Flex margins in the technology business increased by 40 basis points year-over-year but declined by 40 basis points sequentially due to higher healthcare costs [23] - Flex revenues in the F&A business declined 2.4% year-over-year but saw 5.7% sequential growth in Q4 [16] Market Data and Key Metrics Changes - Sequential growth was observed in eight of the top ten industries served by the company [11] - The company noted a persistently weak labor market, with a significant backlog of IT projects as companies reassess their technology investments [5][11] Company Strategy and Development Direction - The company is focusing on strategic initiatives such as the implementation of Workday for HCM and financials, and enhancing offshore delivery capabilities in India [4] - The integrated approach to service delivery is seen as a key driver of success, allowing the company to enhance client experience and maintain stable average bill rates [12][13] - The company aims to achieve approximately 8% operating margin when annual revenues return to $1.7 billion, which is more than 100 basis points higher than in 2022 [28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recent operating trends, suggesting that clients are increasingly pursuing flexible talent models amid economic uncertainty [3][5] - The company anticipates that the demand for flexible talent will continue as organizations prioritize agility in their operations [7] - Management highlighted the importance of change management in successfully implementing AI initiatives, indicating that many organizations are still in the early stages of adapting to these technologies [34] Other Important Information - The company returned $14.1 million to shareholders through dividends and share repurchases [25] - The board approved an increase in dividends, marking the seventh consecutive year of increases [26] - The company expects Q1 revenues to be in the range of $324 million to $332 million, with earnings per share between $0.37 and $0.45 [26] Q&A Session Summary Question: Can you elaborate on the sequential improvement in revenue per billing day and the impact of AI? - Management noted that the positive trend in temporary and contract employment correlates with the company's sequential improvements, indicating a shift in client investment strategies towards AI and technology [31][32] Question: What are the dynamics observed from clients towards the end of the year? - Management observed that clients retained more consultants and showed a strong desire to engage in projects, indicating a positive shift in demand [38] Question: How do you see the direct hire business evolving in 2026? - Management indicated that small to mid-sized businesses are becoming more active in direct hiring, while larger enterprises have slowed down, suggesting a mixed outlook [83]