Huron Consulting (HURN)
NASDAQ:HURN
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.19Last Year’s EPS
1.89Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid top-line growth, margin expansion, record healthcare performance, strong bookings and backlog, and confidence in AI-driven opportunities—leading management to reaffirm full-year guidance. Offsetting items include significant Q1 cash outflows (annual bonuses and buybacks) that produced negative free cash flow, higher net debt and leverage (3.1x), rising corporate costs, and some digital revenue softness and timing-related DSO increases. Management signaled they will moderate repurchases and target leverage reduction to the low twos by year-end.Company Guidance
Strong Overall Revenue Growth (RBR)
Revenues before reimbursable expenses (RBR) were $443.7M in Q1 2026, up 12.1% versus $395.7M in Q1 2025, driven by growth across health care, education, and commercial segments.
Record Health Care Performance
Health care segment posted record RBR of $225.2M, up $26.7M or 13.5% year-over-year; organic health care growth (ex-acquisitions) was 10% in Q1 2026.
Robust Commercial and Education Growth
Commercial RBR grew 22.3% to $91.0M (including $11.0M incremental RBR from acquisitions); education RBR increased 3.8% to $127.5M with education operating margin improving to 21.6% from 18.8%.
Margin Expansion and Profitability
Adjusted EBITDA increased to $50.6M (11.4% of RBR) from $41.5M (10.5% of RBR) a year earlier; segment operating margins improved in education (21.6% vs 18.8%) and commercial (16.4% vs 15.2%); health care margin remained strong at 28.4%.
Strong Bookings, Backlog, and Pipeline
Bookings in the trailing six months were up over 20% across all three segments; backlog provides historically high coverage ratios and pipeline is at near-record levels as of April versus December 31.
Affirmed Full-Year Guidance
Management affirmed 2026 guidance: RBR $1.78B–$1.86B, adjusted EBITDA 14.5%–15.0% of RBR, and adjusted non-GAAP EPS $8.35–$9.15, reflecting confidence from a strong Q1 start.
Active Capital Allocation and Share Repurchases
Company repurchased ~$155.5M of stock in Q1 (approx. 1.1M shares, 6.5% of outstanding at start of year); since 12/31/2022 repurchased 5M shares (25% of common stock outstanding), demonstrating shareholder return focus.
Strategic Positioning Around AI and Digital
Management is bullish on AI as a double-digit growth market and has increased investment in AI capabilities; digital talent comprises a substantial portion of the business (~40% historically tied to technology/digital), positioning the firm to capture AI-driven demand.
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 |
|---|---|---|---|
May 05, 2026 | $132.22 | $120.11 | -9.16% |
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% |
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 Jul 30, 2026, After Close (Confirmed).
What is Huron Consulting (HURN) earnings time?
Huron Consulting (HURN) earnings time is at Jul 30, 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 HURN EPS forecast?
HURN EPS forecast for the fiscal quarter 2026 (Q2) is 2.19.