Insperity Inc (NSP)

NYSE:NSP

NSP

Insperity

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Insperity (NSP) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 03, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.37

Last Year’s EPS

0.26

Same Quarter Last Year

Analyst Consensus

Hold

Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call portrayed a company in recovery: solid early progress on margin restoration (improved gross profit trends, controlled operating expenses, improved benefit-cost dynamics) and a promising HRScale rollout and AI strategy that can drive medium-term growth. Offsetting these positives are near-term headwinds—declining worksite employee counts, lower new-sales activity, elevated attrition tied to margin actions, a significant Q1 tax-related EPS hit and seasonal cash pressure. Management maintained full-year adjusted EBITDA guidance but lowered unit guidance, signaling confidence in profitability recovery while acknowledging slower top-line momentum.

Company Guidance

Insperity reiterated full‑year adjusted EBITDA guidance of $170M–$230M while trimming unit guidance to 303,000–307,000 average paid worksite employees for 2026 (a 1.0%–2.3% decline vs. 2025) and guiding Q2 WSEs to 302,500–304,500 (down 1.5%–2.1% yoy); full‑year adjusted EPS is $1.60–$2.60 (Q2 $0.02–$0.50) with a FY adjusted tax rate of ~36% and ~38.5M weighted average shares outstanding. In Q1 the company reported adjusted EPS of $1.31 and adjusted EBITDA of $103M, average paid WSEs of 303,049 (‑1.0% vs. Q1 2025), total gross profit of $302M (‑3%), gross profit per WSE of $332/month, benefit cost per covered employee +5% yr/yr (improved from ~9% last year), operating expenses $240M (‑1%; ‑5% ex $9M restructuring), $13M invested in HRScale in Q1 ($8M opex, $5M capex), $36M adjusted cash, $23M dividends paid, 171k shares repurchased for $4M, and ~$380M unused credit capacity (~$330M available); management expects a flatter quarterly earnings pattern due to UnitedHealthcare pooling change ($1M→$500k).

Adjusted EBITDA and EPS Beat Midpoint

Adjusted EPS of $1.31 and adjusted EBITDA of $103 million in Q1 2026 both exceeded the midpoint of guidance; adjusted EBITDA was up 1% versus $102M in Q1 2025.

Progress on Margin Recovery

Total gross profit improved to $302 million in Q1 (down 3% YoY), a meaningful improvement from a 21% decline in Q4 2025; gross profit per worksite employee was $332/month, slightly above forecast.

Benefit-Cost Trend Improving

Benefit cost per covered employee rose 5% YoY (an improvement versus ~9% through 2025), aided by favorable client mix, plan design changes and a new UnitedHealthcare contract expected to smooth quarterly earnings.

Operating Expense Control

Total operating expenses decreased 1% to $240 million in Q1; excluding a $9 million restructuring charge (primarily severance), operating expenses declined 5% YoY.

HRScale Rollout and Pipeline

HRScale beta clients onboarded (payrolls/invoices processed in April); signed commitments for nearly 6,000 worksite employees to onboard in next six months and a growing pipeline targeting mid-market (150–5,000 emp.)—positioned as a growth catalyst.

Capital Return and Liquidity

Q1 capital returned via $23 million in dividends and repurchase of 171,000 shares for $4 million; ended quarter with $36 million adjusted cash and approximately $330 million available to borrow under credit facility.

Technology and AI Initiatives

Investments in AI agents and AI-assisted HR experts underway (internal deployments driving productivity); HR360 agent releases planned to improve client/employee experiences and conversational reporting to deliver real-time insights.

Maintained Full-Year Adjusted EBITDA Guidance

Company reiterated full-year adjusted EBITDA guidance of $170 million to $230 million despite revised unit outlook, citing margin recovery progress and operating expense improvements.

Insperity (NSP) 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

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NSP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 03, 2026	2026 (Q2)	0.37 / -	0.26	―	―	―
Apr 30, 2026	2026 (Q1)	1.28 / 1.31	1.57	-16.56% (-0.26)
Feb 10, 2026	2025 (Q4)	-0.47 / -0.60	0.05	-1300.00% (-0.65)
Nov 03, 2025	2025 (Q3)	0.22 / -0.20	0.39	-151.28% (-0.59)
Aug 01, 2025	2025 (Q2)	0.41 / 0.26	0.86	-69.77% (-0.60)
Apr 29, 2025	2025 (Q1)	2.02 / 1.57	2.27	-30.84% (-0.70)
Feb 10, 2025	2024 (Q4)	0.02 / 0.05	0.75	-93.33% (-0.70)
Oct 31, 2024	2024 (Q3)	0.33 / 0.39	1.46	-73.29% (-1.07)
Aug 01, 2024	2024 (Q2)	0.72 / 0.86	0.64	34.37% (+0.22)
May 01, 2024	2024 (Q1)	2.13 / 2.27	2.67	-14.98% (-0.40)

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
Apr 30, 2026	$35.57	$28.53	-19.79%
Feb 10, 2026	$32.74	$29.18	-10.87%
Nov 03, 2025	$43.11	$35.41	-17.87%
Aug 01, 2025	$56.35	$42.62	-24.35%

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 Aug 03, 2026, Before Open (Confirmed).

What is Insperity Inc (NSP) earnings time?

Insperity Inc (NSP) earnings time is at Aug 03, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is NSP EPS forecast?

NSP EPS forecast for the fiscal quarter 2026 (Q2) is 0.37.