Kforce (KFRC) Earnings Dates, Call Summary & Reports

Compare

124 Followers

Earnings Data

Report Date

May 04, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.4

Last Year’s EPS

0.45

Same Quarter Last Year

Analyst Consensus

Hold

Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 02, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call conveyed a cautiously optimistic tone: management highlighted a meaningful sequential recovery (Q4 revenue beat, strong billing-day growth, robust consulting/data demand and a strong start to 2026) and outlined cost actions and strategic initiatives expected to drive margin and long-term growth. However, these positives are tempered by multi-year revenue declines (FY25 down ~5%), a sharp decline in adjusted EPS (~22% YoY), Q4 margin headwinds from healthcare/seasonality, and a higher effective tax rate. The narrative indicates potential inflection but continued near-term uncertainty, with management positioning the company to benefit if the topline momentum sustains.

Company Guidance

Kforce guided Q1 2026 revenues of $324–$332 million and EPS of $0.37–$0.45, with 63 billing days (one additional day year‑over‑year) and an expected effective tax rate of ~29% (2026 could approximate 29% as well); management said the recent organizational refinements should deliver roughly $7 million of annualized savings (≈$0.30 per share) with only a partial benefit reflected in Q1. For context, FY2025 revenues were ≈$1.33 billion (down ~5% YoY), Q4 revenue was $332 million (≈3% sequential improvement per billing day), Q4 GAAP EPS was $0.30 (adjusted $0.43) and FY2025 GAAP EPS was $1.96 (adjusted $2.09, down ~22% YoY); Q4 gross margin was 27.2% (down 50 bps sequential, up 20 bps YoY), Q4 operating margin was 2.6% GAAP (3.6% adjusted), tech average bill rate remains ~$90/hr (F&A ≈$53/hr), and tech flex margins were +40 bps YoY but -40 bps sequential. They expect Q1 payroll‑tax reset pressure to reduce flex margins by ~60 bps in Technology and ~120 bps in F&A, expect spreads to be relatively stable with Q4, aim to improve operating margins in 2026 even with flat revenue (and target ~8% operating margin when annual revenues reach ~$1.7B), and noted $14.1M of capital returned in the quarter (dividends $6.7M, repurchases $7.4M), operating cash flow of $19.7M and ROE of ≈30%.

Q4 Revenue Beat and Sequential Momentum

Q4 total revenues of $332 million exceeded expectations and reflected a 3% sequential improvement on a billing-day basis; management reported January 2026 as the best start since 2022 and noted front-end indicators (client visits, interviews, order flow) at multi-year highs.

Strong Sequential Growth in Flex Revenue (Technology & F&A)

Flex revenues in the technology business rose sharply on a billing-day basis (management cited a 35.7% sequential increase in the prepared remarks) while F&A flex revenues grew 5.7% sequentially in Q4; these sequential gains were highlighted as the highest tech flex billing-day growth since 2022.

Consulting & Data/Digital Demand Expansion

Consulting-led offerings, especially data and digital practices, are the firm's fastest-growing areas with a robust pipeline and double-digit percentage demand growth in data/digital; management highlighted increased client investments in data modernization, digital, application engineering and cloud as drivers of future revenue.

Stable Average Bill Rates and Improving Mix

Technology average bill rate has remained steady at approximately $90/hour over the past three years despite macro pressure; growth in higher-skilled consulting mix and increased nearshore/offshore delivery are helping stabilize bill rates and support slight spread improvement year-over-year.

Cost Actions and Expected Annualized Benefit

Management undertook headcount and organizational refinements and other operating cost reductions with expected annualized run-rate benefits of approximately $7 million (roughly $0.30 per share); they expect these actions to support operating margin improvement in 2026 even absent revenue growth.

Capital Return and Dividend Increase

Returned $14.1 million of capital in the quarter ($6.7M dividends and ~$7.4M share repurchases); the board approved a dividend increase marking the seventh consecutive year of dividend hikes and management stated excess cash beyond requirements will be used for buybacks while maintaining stable debt levels.

Progress on Strategic Initiatives

Advancement of transformational initiatives such as Workday implementation (HCM and Financials), expansion of offshore delivery capabilities (Pune), and integration of firm capabilities under 'One Kforce'—all cited as contributors to long-term financial objectives and future operating efficiencies.

Profitability Metrics and Outlook

Q4 GAAP operating margin was 2.6% (adjusted 3.6%); management targets ~8% operating margin when revenues return to ~$1.7 billion and expects flexibility to generate operating leverage if revenue trends accelerate; Q1 revenue guidance range of $324M–$332M and EPS $0.37–$0.45 (63 billing days).

Kforce (KFRC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

KFRC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 04, 2026	2026 (Q1)	0.40 / -	0.45	―	―	―
Feb 02, 2026	2025 (Q4)	0.47 / 0.43	0.6	-28.33% (-0.17)	―
Nov 03, 2025	2025 (Q3)	0.56 / 0.63	0.75	-16.00% (-0.12)	―
Jul 28, 2025	2025 (Q2)	0.59 / 0.59	0.75	-21.33% (-0.16)	―
Apr 28, 2025	2025 (Q1)	0.47 / 0.45	0.58	-22.41% (-0.13)	―
Feb 03, 2025	2024 (Q4)	0.59 / 0.60	0.82	-26.83% (-0.22)	―
Oct 28, 2024	2024 (Q3)	0.69 / 0.75	0.9	-16.67% (-0.15)	―
Jul 29, 2024	2024 (Q2)	0.73 / 0.75	0.95	-21.05% (-0.20)	―
Apr 29, 2024	2024 (Q1)	0.58 / 0.58	0.82	-29.27% (-0.24)	―
Feb 05, 2024	2023 (Q4)	0.79 / 0.82	0.93	-11.83% (-0.11)	―

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

KFRC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 02, 2026	$36.68	$35.28	-3.82%
Nov 03, 2025	$24.97	$24.22	-3.00%
Jul 28, 2025	$45.72	$37.37	-18.27%
Apr 28, 2025	$41.28	$35.32	-14.43%

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 Kforce Inc (KFRC) report earnings?

Kforce Inc (KFRC) is schdueled to report earning on May 04, 2026, Before Open (Confirmed).

What is Kforce Inc (KFRC) earnings time?

Kforce Inc (KFRC) earnings time is at May 04, 2026, Before Open (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 KFRC EPS forecast?

KFRC EPS forecast for the fiscal quarter 2026 (Q1) is 0.4.