The Hackett Group (HCKT)
NASDAQ:HCKT
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.34Last Year’s EPS
0.38Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced view: meaningful near-term headwinds including an 11% year-over-year revenue decline, margin compression, materially lower quarter-end cash and increased DSO, and ongoing transition-related charges. Offsetting these challenges are clear strategic positives — accelerated migration to proprietary AI platforms with early productivity/margin gains (notably ~500 bps uplift in U.S. SBT project margins), strong SAP growth (+21% YoY), recurring revenue representing 24% of sales, new large OneStream wins, an IBM go-to-market collaboration, share repurchases and maintained dividend. Management provided concrete Q2 guidance and expects sequential margin and revenue improvement with an anticipated Q3 inflection where adjusted EPS should exceed prior-year levels assuming flat revenues. Overall, risks and short-term financial pressures are balanced by credible strategic progress and a pathway to improved margins and growth as platform adoption scales.Company Guidance
Platform-Enabled Transition and Early Productivity Gains
Company accelerated migration to AI platform-enabled sales and delivery (AI XPLR, XT, AIX, ZBrain) and reported early productivity improvements; U.S. Strategy & Business Transformation (SBT) project margins increased by ~500 basis points on engagements leveraging XT and XPLR.
Adjusted EPS and Guidance
Reported adjusted diluted EPS of $0.34 for Q1 (at the low end of guidance). Company estimates Q2 adjusted diluted EPS of $0.33–$0.35 and expects Q3 to be an inflection point where adjusted EPS should exceed last year's adjusted EPS (assuming flat revenues).
SAP Segment Growth
SAP Solutions segment revenue before reimbursements was $16.0 million in Q1, an increase of 21% year-over-year, driven by implementation services tied to prior software sales.
Recurring Revenue Base
Approximately 24% of total company revenues before reimbursements are recurring multi-year and subscription-based (executive advisory, AMS and Gen AI licenses), supporting revenue stability and platform monetization.
New Wins and Partnerships
Won two large OneStream engagements powered by the OneStream AIX platform. Launched global go-to-market collaboration with IBM and reported strong inbound interest from hyperscalers and process-mining users (Celonis campaign) for AI XPLR.
Cost Discipline in SG&A
Adjusted SG&A decreased to $16.1 million (23.7% of revenues before reimbursements) from $18.4 million (24.1% prior year), primarily due to reduced variable compensation tied to quarter performance.
Share Repurchase and Dividend
Repurchased 333,000 shares for ~$4.6 million at an average price of $13.94; remaining share repurchase authorization of 22 million. Board declared Q2 dividend of $0.12 per share.
HCKT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HCKT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $13.89 | $10.21 | -26.49% |
Feb 17, 2026 | $13.71 | $15.08 | +10.05% |
Nov 04, 2025 | $17.40 | $18.66 | +7.25% |
Jun 27, 2025 | $24.64 | $24.89 | +1.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does The Hackett Group (HCKT) report earnings?
The Hackett Group (HCKT) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is The Hackett Group (HCKT) earnings time?
The Hackett Group (HCKT) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HCKT EPS forecast?
HCKT EPS forecast for the fiscal quarter 2026 (Q2) is 0.34.