Robert Half reported third quarter 2026 results that featured an earnings beat and signs of stabilization in its core business segments. While revenue of $1.359 billion was essentially in line with analyst estimates, diluted earnings per share of $0.49 exceeded the anticipated $0.47, supported by improving market conditions for hiring activity.
Key Highlights
- Talent Solutions returned to year-over-year revenue growth of 2% on an adjusted basis, marking the segment's first growth since 2022.
- Protiviti consulting revenue declined 2.9% to $483.5 million, significantly outperforming the midpoint of management's previous guidance of a 6% decline.
- Operating income reached $74.8 million for the quarter, a sharp increase from $13.6 million in the prior-year period.
- The company maintained a robust liquidity position with $321 million in cash and cash equivalents and no outstanding debt.