It has been about a month since the last earnings report for Robert Half (RHI) . Shares have lost about 9.7% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Robert Half due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Robert Half Inc. before we dive into how investors and analysts have reacted as of late.Robert Half Q2 Earning ...

Core Viewpoint - Kelly Services reported a mixed financial performance for Q2 2025, with revenue growth driven by acquisitions but organic revenue decline due to reduced demand in certain sectors [3][6][9]. Financial Performance - Q2 2025 revenue reached $1.1 billion, a 4.2% increase year-over-year, primarily due to the acquisition of Motion Recruitment Partners, LLC [3][9]. - On an organic basis, revenue decreased by 3.3%, with a notable decline in demand for U.S. federal government contractors [3][6]. - Operating earnings for Q2 2025 were $22.2 million, up from $12.2 million in Q2 2024, while adjusted earnings were $24.6 million compared to $28.1 million in the prior year [4][5][9]. - Adjusted EBITDA for Q2 2025 was $37.0 million, down 8.7% from the previous year, with an adjusted EBITDA margin of 3.4%, a decrease of 40 basis points [4][9]. Earnings Per Share - Earnings per share (EPS) for Q2 2025 were $0.52, significantly higher than $0.12 in Q2 2024. Adjusted EPS was $0.54, down from $0.71 year-over-year [5][9]. Year-to-Date Performance - For the 26-week period ending June 29, 2025, revenue totaled $2.3 billion, a 7.8% increase compared to the same period in 2024, again driven by the MRP acquisition [6][8]. - Year-to-date operating earnings were $33.0 million, down from $39.0 million in 2024, with adjusted earnings of $46.7 million compared to $51.2 million in the prior year [7][8]. Segment Performance - The Education segment showed growth of 5.6% in Q2 2025, while the Science, Engineering & Technology segment reported a 19.4% increase in revenue [21][22]. - The Enterprise Talent Management segment experienced a revenue decline of 3.9% in Q2 2025 compared to the previous year [21][22]. Dividend Declaration - The board of directors declared a quarterly cash dividend of $0.075 per share, payable on September 3, 2025 [11]. Leadership Transition - Kelly announced the appointment of Nick Zuhlke as the new Chief Accounting Officer, effective August 11, 2025, succeeding Laura Lockhart [13].

Key Takeaways Q2 EPS fell 37.9% YoY to $0.41 but beat estimates by 2.5%; revenues declined 7% to $1.37B.Talent Solutions revenues dropped 11.3%, while Protiviti rose 2% but missed internal projections.Gross margin declined 210 bps to 39.1%; Q3 EPS guidance of $0.37-$0.47 trails the consensus estimate.Robert Half International Inc. (RHI) reported impressive second-quarter fiscal 2026 results, wherein earnings and revenues beat the Zacks Consensus Estimate but failed to impress the market.The stock has moved ...

Robert Half (RHI) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Company ParticipantsM. Keith Waddell - President & CEOMichael Buckley - EVP & CFORonan Kennedy - Vice PresidentTobey Sommer - Managing DirectorStephanie Moore - SVP - Equity ResearchKartik Mehta - Executive Managing Director & Director - ResearchRyan Griffin - Senior Equity Research AssociateConference Call ParticipantsAndrew Steinerman - Equity Research Analyst - Business & Info ServicesMark Marcon - Senior Research AnalystTrevor Romeo - Res ...

Company Overview - Robert Half's 2024 service revenues reached $5.80 billion[6] - The company boasts a 20-year average return on invested capital of 26%[6] - Robert Half has a global presence in 32 countries[5] - The company's full-time internal staff totals 14,700 as of December 31, 2024[6] Revenue Mix & Performance - In Q1 2025, contract talent solutions accounted for 57% of global revenues[20] - Permanent placement talent solutions represented 8% of Q1 2025 global revenues[20] - Protiviti contributed 35% to the company's Q1 2025 global revenues[20] - The United States accounts for 77% of talent solutions revenue mix[17] Financial Strength - The company maintains a strong balance sheet with zero debt[76] - As of March 31, 2025, Robert Half's cash reserves stood at $342 million[76]