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The Hackett Group (HCKT)
NASDAQ:HCKT
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.35Last Year’s EPS
0.41Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced solid operational highlights—beating guidance, strong SAP growth (+32% YoY), platform licensing rollout, strategic partnerships, and healthy operating cash flow enabling buybacks—with notable near-term challenges including declines in Global S&BT (-11% YoY) and Oracle (-20% YoY), margin and adjusted EBITDA compression, increased leverage from share repurchases, and expected AI transition charges. Management emphasized a strategic pivot to GenAI platforms that may drive higher-margin, recurring license revenue over time, but near-term guidance and margin headwinds indicate a transitional period with both opportunities and execution risks.Company Guidance
Revenue and EPS Beat Guidance
Total revenues before reimbursements of $74.8M in Q4 FY2025, which exceeded the high end of company guidance; adjusted diluted EPS of $0.40, at the high end of quarterly guidance.
Strong SAP Segment Growth
SAP Solutions revenues of $22.2M in Q4, an increase of 32% year-over-year, driven by strong software sales and S/4HANA cloud migrations and coupled with significant implementation fees.
GenAI Platform & IP Momentum
Launched a licensable AI XPLR version 5 and a full suite of GenAI-enabled platforms (AI XPLR, XT, AIX, Ask Hackett); acquisition of LeewayHertz expanded agentic engineering capabilities and platform innovation—positioning the company to generate new, higher-margin, platform-based revenues.
Partnerships and Go-to-Market Progress
Six-month demonstration with a global technology/consulting company described AI XPLR as 'game changing' with a near-term go-to-market collaboration expected; planned go-to-market pilot with ServiceNow and continued work with Celonis process-mining integrations.
Recurring Revenue and Platform Monetization
Approximately 22% of total company revenues before reimbursements are recurring multiyear and subscription-based (Executive Advisory, AMS and GenAI license contracts); licensing of AI XPLR and module-based offerings expected to drive additional recurring revenue opportunities.
Cash Generation and Capital Return
Net cash provided by operating activities of $19.1M in the quarter; cash balance increased to $18.2M from $13.9M last quarter; used strong cash/credit to repurchase ~2.1M shares for ~$42M and the Board increased buyback authorization to $25M total; declared Q1 dividend of $0.12/share.
Productivity Gains from New Platforms
Management reported early delivery productivity improvements from XT and AIX platforms with potential productivity improvements in excess of ~25% on some engagements, which should support margin expansion as platform-led delivery scales.
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 |
|---|---|---|---|
Feb 17, 2026 | $13.83 | $15.22 | +10.05% |
Nov 04, 2025 | $17.55 | $18.83 | +7.25% |
Jun 27, 2025 | $24.86 | $25.12 | +1.03% |
May 06, 2025 | $25.57 | $23.54 | -7.96% |
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 May 12, 2026, After Close (Confirmed).
What is The Hackett Group (HCKT) earnings time?
The Hackett Group (HCKT) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
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 (Q1) is 0.35.