Core Insights - Robert Half International Inc. (RHI) shares increased by 12.5% in after-hours trading due to a clear earnings beat and strong revenue guidance despite a softer year-over-year performance [1][10] Financial Performance - RHI reported quarterly EPS of 32 cents, exceeding consensus estimates by 6.7%, while revenues reached $1.3 billion, slightly above expectations. However, both metrics showed year-over-year declines, with EPS down 39.6% and revenues down 5.8% [2][10] - The adjusted gross profit for the quarter was $494.1 million, reflecting an 8% year-over-year decline, and the adjusted gross profit margin decreased by 100 basis points to 37.9% [7] Revenue Guidance - For Q1 2026, RHI guided revenues between $1.26 billion and $1.36 billion, with the midpoint of $1.31 billion surpassing the Zacks Consensus Estimate of $1.29 billion, indicating potential demand improvement [3] - EPS guidance for the same period is set between 8 cents and 18 cents, slightly below consensus at the midpoint, but the market appears willing to accept near-term margin pressure for top-line resilience [3] Segment Performance - Contract Talent Solutions revenues were $720.8 million, down 8.2% year-over-year but above estimates. Permanent placement talent solutions revenues were $102.6 million, down 5.1% year-over-year and below estimates [5] - Protiviti revenues totaled $479 million, down 3% year-over-year and below expectations, with currency exchange rate movements positively impacting reported revenues by $15 million [6] Capital Management - Management emphasized capital discipline, projecting first-quarter capital expenditures and capitalized cloud costs between $10 million and $20 million, with full-year 2026 spending expected to be between $70 million and $90 million [4]

Core Insights - Robert Half (RHI) reported a revenue of $1.3 billion for the quarter ended December 2025, reflecting a year-over-year decline of 5.8% and an EPS of $0.32 compared to $0.53 a year ago, with a revenue surprise of +0.88% over the Zacks Consensus Estimate of $1.29 billion and an EPS surprise of +6.67% over the consensus estimate of $0.30 [1] Financial Performance - The company’s service revenues from permanent placement talent solutions were $102.57 million, exceeding the estimated $100.04 million, but showing a year-over-year decline of 5.1% [4] - Service revenues from Protiviti were reported at $478.96 million, slightly below the estimated $482.49 million, with a year-over-year change of -2% [4] - Total contract talent solutions generated $720.85 million, surpassing the average estimate of $709.81 million, but reflecting a year-over-year decline of 8.2% [4] - Contract talent solutions in technology reported $156.38 million, slightly below the estimated $159.39 million, with a year-over-year change of -1% [4] - Contract talent solutions in finance & accounting reached $535.23 million, exceeding the average estimate of $517.28 million, with a year-over-year decline of 6.9% [4] - Administrative and customer support contract talent solutions generated $153.03 million, above the estimated $149.91 million, but showing a year-over-year decline of 11.4% [4] - The elimination of intersegment revenues was reported at $-123.8 million, slightly worse than the estimated $-119.38 million, but reflecting a year-over-year improvement of +3% [4] Stock Performance - Over the past month, shares of Robert Half have returned -0.8%, contrasting with the Zacks S&P 500 composite's +0.8% change, and the stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance against the broader market [3]