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Huron Consulting (HURN)
NASDAQ:HURN
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.66Last Year’s EPS
1.68Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a predominantly positive operating and financial momentum: record RBR, multiyear margin expansion, record adjusted EPS, strong commercial and healthcare bookings, robust digital and AI adoption, healthy cash generation and active share repurchases. Offsetting items include a decline in GAAP net income, margin pressure in Education and Commercial on a full-year basis driven by people and integration costs, higher corporate expenses, and a few one-time impairments and contingent charges. Management provided constructive 2026 guidance anchored by strong backlog and pipeline. On balance the positives (revenue, adjusted profitability, AI/digital growth, backlog and shareholder returns) materially outweigh the near-term headwinds and one-time items.Company Guidance
Record Company Revenue (RBR) and Multi-Year Growth
Fourth quarter RBR of $432.3M, up 11.3% year-over-year; full year RBR of $1.66B, up 11.9% versus 2024. 2025 marked record RBR and the fifth consecutive year of RBR growth.
Adjusted EBITDA Margin Expansion
Adjusted EBITDA margin of 15.7% in Q4 2025 (vs. 14.6% in Q4 2024) and 14.3% for full year 2025 (vs. 13.5% in 2024). Company has expanded adjusted EBITDA margins by ~400 basis points since 2020.
Record Adjusted Diluted EPS
Record adjusted diluted EPS of $7.83 for full year 2025, a 21% increase over 2024; Q4 2025 adjusted EPS of $2.17 versus $1.90 in Q4 2024.
Commercial Segment Surge
Commercial segment RBR grew 36.6% in Q4 2025 to $91.9M and 27.2% for the full year to $325.1M. Organic Q4 commercial growth excluding acquisitions was +9.1%. Commercial now represents ~20% of total RBR.
Healthcare Segment Strength and Momentum
Healthcare delivered record full-year RBR of $837.5M, up 10.7% vs. 2024; Q4 Healthcare RBR +9.6% to $221.7M. Bookings in H2 2025 increased more than 20% vs. H2 2024 and sales conversions continued into January 2026.
Digital and AI Adoption Driving Growth
Digital capability represented 41% of company RBR in 2025. Digital RBR grew 10% for the year; data management/analytics/AI RBR grew over 40% year-over-year. Company has deployed over 100 AI and automation solutions and announced strategic AI partnerships.
Strong Backlog, Pipeline and 2026 Guidance
Management reports the strongest hard backlog coverage of initial annual RBR guidance in five years and near-record pipeline. 2026 guidance: RBR $1.78B–$1.86B (midpoint ≈ +9.5% YoY), adjusted EBITDA margin 14.5%–15% (≈ +50 bps vs 2025 midpoint), and adjusted EPS $8.35–$9.15 (midpoint ≈ +12% YoY).
Cash Generation and Share Repurchases
2025 operating cash flow $193.4M and free cash flow $162.3M. Used $166M for share repurchases in 2025 (~1.2M shares, 6.6% of outstanding), $70M repurchased in Q1 2026, and Board authorized an additional $200M (≈ $229M remaining). Net debt decreased versus Q3 2025 by $100.6M; leverage ~1.9x adjusted EBITDA as of 12/31/25.
HURN 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
HURN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $126.36 | $133.31 | +5.50% |
Oct 28, 2025 | $152.48 | $169.61 | +11.23% |
Jul 31, 2025 | $132.08 | $121.98 | -7.65% |
Apr 29, 2025 | $135.94 | $134.79 | -0.85% |
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 Huron Consulting (HURN) report earnings?
Huron Consulting (HURN) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Huron Consulting (HURN) earnings time?
Huron Consulting (HURN) earnings time is at May 05, 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 HURN EPS forecast?
HURN EPS forecast for the fiscal quarter 2026 (Q1) is 1.66.