Robert Half (NYSE:RHI) Releases Quarterly Earnings Results, Beats Expectations By $0.02 EPS

Robert Half (NYSE:RHI) issued its quarterly earnings results on Thursday. The business services provider reported $0.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.30 by $0.02, FiscalAI reports. Robert Half had a return on equity of 10.20% and a net margin of 2.47%.The firm had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.29 billion. During the same period last year, the company earned $0.53 EPS. Robert Half’s quarterly revenue was down 5.8% compared to the same quarter last year.

Here are the key takeaways from Robert Half’s conference call:

• In Q4 Robert Half reported $1.302 billion in revenues (down ~6% reported, ~7% adjusted) but highlighted a key operational improvement — Talent Solutions and enterprise returned to positive sequential same‑day, constant‑currency growth with weekly momentum extending into January.
• Profitability remained under pressure — Q4 GAAP EPS was $0.32 vs. $0.53 year‑ago, consolidated operating income was $22M (adjusted operating income $43M), and several margins (notably Protiviti and Talent Solutions SG&A ratios) compressed year‑over‑year.
• Cash generation was strong — operating cash flow for the quarter was $183M (the year’s high), the full‑year free cash flow covered the dividend, the company paid a $0.59 per share dividend ($59M) in December, and management expects 2026 free cash flow to cover the dividend with flexibility for buybacks.
• Q1 2026 guidance is cautious — revenue $1.26B–$1.36B (midpoint ~5% lower YoY adjusted), EPS $0.08–$0.18, and an unusually high Q1 tax rate (56%–58%) driven by stock‑compensation timing that creates a near‑term earnings headwind.

Robert Half Stock Up 27.5%

Shares of NYSE:RHI opened at $34.55 on Friday. The firm has a 50 day moving average of $27.81 and a 200 day moving average of $31.68. The company has a market capitalization of $3.50 billion, a price-to-earnings ratio of 25.97 and a beta of 0.85. Robert Half has a 52 week low of $25.22 and a 52 week high of $66.25.

More Robert Half News

Here are the key news stories impacting Robert Half this week:

• Positive Sentiment: Q4 results beat consensus: Robert Half reported Q4 EPS of $0.32 versus the $0.30 consensus and revenue of $1.30B versus $1.29B expected, which helped spark buying interest. Robert Half’s (RHI) Q4 Earnings Surpass Estimates, Decline Y/Y
• Positive Sentiment: Q1 revenue guidance signals sequential growth: Management guided Q1 revenue to $1.26B–$1.36B, above Street expectations and framed as a return to sequential growth — a key reason the stock rallied. Robert Half outlines Q1 2026 revenue guidance of $1.26B–$1.36B as sequential growth returns
• Positive Sentiment: Protiviti outperformed: The consulting arm (Protiviti) showed relative resilience versus the staffing/Talent Solutions business, helping margins and signaling diversification benefits. Robert Half International Q4 Earnings & Revenues Beat Estimates
• Neutral Sentiment: Official release and call provide detail: The PR release and earnings call include full financials, segment commentary and management color that investors will parse for sustainability of revenue recovery. ROBERT HALF REPORTS FOURTH-QUARTER FINANCIAL RESULTS
• Negative Sentiment: Underlying year‑over‑year weakness: Revenue declined ~5.8% YoY and EPS fell from $0.53 a year ago — the beat was modestly offset by continued weakness in Talent Solutions, which is a demand-sensitivity risk if macro hiring softens. Robert Half (RHI) Surpasses Q4 Earnings and Revenue Estimates

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Royal Bank of Canada grew its stake in Robert Half by 19.3% in the first quarter. Royal Bank of Canada now owns 38,352 shares of the business services provider’s stock valued at $2,092,000 after purchasing an additional 6,212 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in shares of Robert Half by 498.7% in the 1st quarter. Jones Financial Companies Lllp now owns 6,813 shares of the business services provider’s stock valued at $372,000 after buying an additional 5,675 shares in the last quarter. Goldman Sachs Group Inc. grew its position in shares of Robert Half by 2.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 304,359 shares of the business services provider’s stock worth $16,603,000 after buying an additional 7,523 shares during the last quarter. Empowered Funds LLC grew its position in shares of Robert Half by 91.8% in the 1st quarter. Empowered Funds LLC now owns 55,719 shares of the business services provider’s stock worth $3,039,000 after buying an additional 26,672 shares during the last quarter. Finally, Sivia Capital Partners LLC raised its stake in shares of Robert Half by 94.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 8,098 shares of the business services provider’s stock worth $332,000 after acquiring an additional 3,937 shares in the last quarter. 92.41% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. BMO Capital Markets decreased their target price on Robert Half from $36.00 to $31.00 and set a “market perform” rating for the company in a research report on Thursday, October 23rd. Truist Financial set a $40.00 price objective on shares of Robert Half in a report on Friday. UBS Group lowered their price objective on shares of Robert Half from $30.00 to $27.00 and set a “sell” rating for the company in a research report on Thursday, October 23rd. Barclays dropped their target price on shares of Robert Half from $45.00 to $36.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 23rd. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Robert Half in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Buy rating, three have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus target price of $33.00.

About Robert Half

Robert Half International Inc, founded in 1948 by Robert Half, is a global professional staffing and consulting firm headquartered in Menlo Park, California. As a pioneer in specialized staffing, the company has built a reputation for matching skilled professionals with leading organizations across a range of industries. Robert Half’s shares trade on the New York Stock Exchange under the ticker RHI, reflecting its position as one of the longest‐standing and best‐known firms in the staffing sector.

The company offers a comprehensive suite of services, including temporary staffing, permanent placement, and consulting solutions.