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Insperity Inc (NSP)
NYSE:NSP
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.23Last Year’s EPS
1.57Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear, concrete actions and a constructive outlook for 2026 (notably meaningful adjusted EBITDA and EPS recovery guidance, HRScale rollout progress, cost reductions and improved pricing) against significant near-term challenges (sharp 2025 profitability declines, elevated healthcare claims, lower starting paid worksite employee counts and some short-term sales impacts from margin actions). Management provided a detailed remediation plan and optimistic multi-year thesis centered on margin recovery and HRScale-driven future growth, but near-term risks and recent negative results temper enthusiasm.Company Guidance
2026 Profitability Guidance Shows Significant Improvement
Management forecasted full-year 2026 adjusted EBITDA of $170M to $230M (up ~30% to 76% vs. 2025) and adjusted EPS of $1.69 to $2.72 (up ~64% to 164% vs. 2025), indicating expectation of meaningful profitability recovery.
Q4 Results Near Forecast After Adjustments
Reported Q4 2025 adjusted EPS of -$0.60 and adjusted EBITDA of -$13M; excluding a $2.8M sales office consolidation expense, adjusted EPS was -$0.54 and adjusted EBITDA was -$11M — described as near the middle of management's forecast ranges.
Worksite Employee Growth and Strong Monthly Retention
Average paid worksite employees in Q4 2025 were 312,377, up 1.1% YoY. Worksite employees from new clients increased 6% YoY in Q4, and client retention averaged ~99% per month during Q4 (annual client retention referenced in the ~83% range).
Operating Expense Discipline and Fall Campaign Margin Recovery
Operating expenses decreased 6% vs. Q4 2024. Management executed a fall sales/retention campaign focused on margin recovery and reported early signs of improved pricing and client selection driving step-ups in gross profit drivers.
HRScale Strategic Investment and Launch Progress
Invested $59M in HRScale in 2025 (of which $48M expensed and $11M capitalized); Q4 investment was $15M ($10M expense, $5M capitalized). Beta clients scheduled to go live; management expects ~6,000–8,000 paid worksite employees on HRScale by year-end 2026, opening a larger TAM and future revenue/retention benefits.
Shareholder Returns and Improved Liquidity Profile
Returned capital via $90M in cash dividends for the year and repurchased 232,000 shares for $19M. Amended credit facility extended maturity to Dec 15, 2028, increased borrowing capacity from $650M to $750M, and left $380M of available capacity as of Dec 31, 2025.
NSP 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
NSP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $33.66 | $30.00 | -10.87% |
Nov 03, 2025 | $44.33 | $36.40 | -17.87% |
Aug 01, 2025 | $57.94 | $43.83 | -24.35% |
Apr 29, 2025 | $75.73 | $64.76 | -14.49% |
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 Insperity Inc (NSP) report earnings?
Insperity Inc (NSP) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is Insperity Inc (NSP) earnings time?
Insperity Inc (NSP) earnings time is at May 05, 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 NSP EPS forecast?
NSP EPS forecast for the fiscal quarter 2026 (Q1) is 1.23.