Core Insights - CBIZ reported quarterly earnings of $1.01 per share, exceeding the Zacks Consensus Estimate of $0.94 per share, and up from $0.84 per share a year ago, representing an earnings surprise of +7.45% [1] - The company posted revenues of $693.82 million for the quarter ended September 2025, which missed the Zacks Consensus Estimate by 2.83%, compared to year-ago revenues of $438.88 million [2] - CBIZ has surpassed consensus EPS estimates in all four of the last quarters, but has only topped revenue estimates once in the same period [2] Earnings Outlook - The sustainability of CBIZ's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is -$0.55 on revenues of $565 million, and for the current fiscal year, it is $3.61 on revenues of $2.8 billion [7] Industry Context - The Consulting Services industry, to which CBIZ belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] - The performance of CBIZ's stock may also be influenced by the overall outlook for the industry [8] Estimate Revisions - Prior to the earnings release, the estimate revisions trend for CBIZ was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which investors can track [5]