Robert Half International (RHI)
NYSE:RHI
Want to see RHI full AI Analyst Report?
Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.41Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects a balanced tone: Q1 results showed continued year-over-year revenue declines and an elevated Q1 tax impact that pressured EPS, and Protiviti faced U.S. regulatory headwinds. Offsetting these negatives, management highlighted sequential improvement in talent solutions revenue trends into April, stable or improving adjusted margins and SG&A, pricing gains, strong tech consulting and non-U.S. Protiviti growth, proactive cost actions ($30M annual savings) and guidance that implies a return to year-over-year growth and double-digit EPS improvement in Q3. Given the meaningful operational actions, improving trends, and clear near-term targets for recovery, but also material present weaknesses, the positives and negatives are roughly balanced.Company Guidance
Sequential Recovery in Talent Solutions
Talent solutions delivered a second consecutive quarter of positive sequential growth on a same-day constant-currency basis, with contract revenues improving from a -7% quarter decline to -5% in March and only -1% in the first two weeks of April (all adjusted for currency and billing days). Management noted strengthening trends into April and early Q2.
Q2 Guidance and Clear Q3 Recovery Path
Company guided Q2 revenues of $1.275B–$1.375B (midpoint $1.325B, -4% adjusted YoY) and EPS $0.20–$0.30 (ex. $0.03 one-time severance: $0.23–$0.33). Management expects Q3 year-over-year adjusted revenue growth of 1%–3% for talent solutions and consolidated Q3 EPS growth of 8%–12% YoY, indicating a return to positive growth in Q3 for the first time since 2022.
Protiviti — Non-U.S. Growth and Tech Consulting Strength
Global Protiviti revenues were $466M (US $362M; non-US $104M). On an adjusted basis Protiviti was down 4% YoY, but non-U.S. Protiviti revenues were up 8% YoY. Management identified tech consulting as the largest and strongest area (~1/3 of Protiviti revenues) with strong pipeline across tech modernization, data and cyber.
Stable or Improving Margins and SG&A Efficiency (Adjusted)
Contract talent gross margin remained stable at 38.9% of applicable revenues YoY; combined talent solutions gross margin was 46.8% vs 46.7% a year ago. Protiviti adjusted gross margin improved to 18.8% from 18.1% YoY. Adjusted enterprise SG&A improved to 34.6% of revenues from 35.2% a year ago; Protiviti SG&A improved to 15.9% from 16.3%.
Pricing/Rate Improvement
Contract talent solutions bill rates increased 2.6% YoY on an adjusted basis (compared with 3.2% in Q4), indicating pricing power in contract placements.
Proactive Cost Actions to Improve Profitability
Protiviti announced cost actions to reduce annual costs by $30M, with a one-time Q2 charge of $5M ($0.03 per share). Management expects the actions to be fully implemented by the start of Q3 and projects these savings materially improve future EPS (company noted a pro forma Q2 midpoint EPS of $0.33 if savings were already in place).
AI and Technology Investments Yielding Operational Benefits
Management reported that AI-driven matching and intelligent pipeline tools have improved candidate-job match quality, reduced required outreach, and improved conversion metrics — reinforcing competitive differentiation versus job boards focused on clicks.
Shareholder Returns and Workplace Recognition
Company paid a $0.59 per share cash dividend in March (total cash outlay $62M) and received external recognition (Fortune Most Innovative Companies, Fortune 100 Best Companies to Work For, Forbes Best Employers for company culture), supporting brand and employee morale.
RHI 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
RHI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $26.61 | $25.05 | -5.84% |
Jan 29, 2026 | $25.84 | $33.01 | +27.76% |
Oct 22, 2025 | $27.66 | $27.32 | -1.25% |
Jul 23, 2025 | $38.95 | $36.60 | -6.04% |
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 Robert Half International (RHI) report earnings?
Robert Half International (RHI) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Robert Half International (RHI) earnings time?
Robert Half International (RHI) earnings time is at Jul 29, 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 RHI EPS forecast?
RHI EPS forecast for the fiscal quarter 2026 (Q2) is 0.25.