Kforce Q4 Revenue Exceeds Expectations at $332.0M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy KFRC?
Reports Q4 revenue $332.0M, consensus $329.4M. Joseph J. Liberatore, CEO, commented, "We are pleased to have delivered fourth quarter revenues that exceeded our expectations, which we believe are reflective of the continued build of momentum that we began to experience in the third quarter. The sequential Flex revenue growth we delivered in our Technology business represents the highest sequential billing day growth since the second quarter of 2022. This momentum appears to be carrying over into the first quarter as January 2026 results represent our best start since 2022. These trends are resulting in first quarter guidance that contemplates a slight decline on the low end and slight growth on the high end, both on a year-over-year basis. We made tremendous progress in 2025 with our strategic initiatives, including the advancement of the implementation of Workday as our future state enterprise cloud application for human capital management and financials, the evolution of our offshore delivery capability in India, and the further integration of all of the Firm's capabilities across the full spectrum of our service offerings as One Kforce. We believe each of these initiatives is transformational in nature and will be a meaningful contributor to us meeting our longer-term financial objectives."
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Analyst Views on KFRC
About KFRC
Kforce Inc. is a solutions firm specializing in technology, finance and accounting, and other professional staffing services. The Company operates through two segments: Technology and Finance and Accounting (FA). The Technology segment provides talent solutions to its clients in areas, including systems/applications architecture and development (mobility and/or Web); data management and analytics; cloud architecture and engineering; business and artificial intelligence (AI); machine learning; project and program management, and network architecture and security. The FA segment provides talent solutions to its clients in areas, including traditional finance and accounting roles, such as: financial planning and analysis; business intelligence analysis; general accounting; transactional accounting; business and cost analysis, and taxation and treasury. The FA segment primarily provides services to the financial services, business services, healthcare and manufacturing sectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kforce Announces 2.6% Increase in Quarterly Dividend
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- Yield Performance: The forward yield of 4.36% not only provides shareholders with a substantial return but may also attract more income-seeking investors, thereby increasing the market appeal of the company's stock.
- Shareholder Record Date: The dividend will be payable on March 20, with a record date of March 6 and an ex-dividend date also on March 6, ensuring that shareholders can receive their earnings promptly, further solidifying the relationship between the company and its investors.
- Financial Performance Overview: Although Kforce's GAAP EPS of $0.30 missed expectations by $0.17, its revenue of $332 million exceeded forecasts by $2.64 million, indicating the company's resilience in revenue growth despite facing pressure on profitability.
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- Annual Performance Review: Total revenues for fiscal 2025 were approximately $1.33 billion, reflecting a year-over-year decline of about 5%, yet management expresses optimism for 2026, anticipating benefits from the evolution of AI technology that could lead to more typical cyclicality in revenue growth.
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- Q1 2026 Guidance: For the first quarter of 2026, Kforce anticipates revenue between $324 million and $332 million, with gross profit margins of 26.9% to 27.1%, suggesting challenges in cost control while striving to restore profitability.
- Operational Efficiency: The projected operating margin for Q1 2026 is between 3.0% and 3.4%, and despite having 63 billing days, high SG&A expense ratios may limit overall profitability improvements.
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- Earnings Estimate Adjustments: Over the past three months, Kforce has seen 4 upward revisions and 1 downward revision in EPS estimates, while revenue estimates have experienced 4 upward revisions with no downward adjustments, indicating growing market confidence in the company's performance.
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- Business Background: Specializing in technology, finance, and accounting staffing, Kforce collaborates with approximately 18,000 experts annually, demonstrating its significant influence within the Fortune 500 and other leading companies.
- Market Positioning: Through its KNOWLEDGEforce® platform, the company assists clients in achieving digital transformation goals, emphasizing its leadership position and deep industry knowledge, which further solidifies its competitive edge in the market.
- Forward-Looking Statements: Kforce cautions investors about the risks associated with its forward-looking statements, including shifts in market demand and government policy impacts, indicating a cautious approach to future business developments.
See More
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- Dividend Increase: Kforce has declared a quarterly dividend of $0.40 per share, reflecting a 2.6% increase from the previous $0.39, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns, which is likely to enhance investor confidence.
- Yield Performance: The forward yield of 4.36% not only provides shareholders with a substantial return but may also attract more income-seeking investors, thereby increasing the market appeal of the company's stock.
- Shareholder Record Date: The dividend will be payable on March 20, with a record date of March 6 and an ex-dividend date also on March 6, ensuring that shareholders can receive their earnings promptly, further solidifying the relationship between the company and its investors.
- Financial Performance Overview: Although Kforce's GAAP EPS of $0.30 missed expectations by $0.17, its revenue of $332 million exceeded forecasts by $2.64 million, indicating the company's resilience in revenue growth despite facing pressure on profitability.
See More
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- Annual Performance Review: Total revenues for fiscal 2025 were approximately $1.33 billion, reflecting a year-over-year decline of about 5%, yet management expresses optimism for 2026, anticipating benefits from the evolution of AI technology that could lead to more typical cyclicality in revenue growth.
- Profitability Analysis: The GAAP earnings per share for the fourth quarter was $0.30, with adjusted EPS at $0.43, impacted by rising healthcare costs and performance-based compensation, highlighting challenges in cost control, but the company expects to improve operating margins in 2026.
- Future Outlook: Management guided for Q1 2026 revenues in the range of $324 million to $332 million, and while overall Flex margins are expected to decline due to seasonal payroll tax resets, the company remains confident in enhancing profitability through organizational refinements and cost management.
See More
Kforce (KFRC) Q4 2025 Earnings Call Transcript
See More
Kforce Q4 Earnings Report Analysis
- Earnings Performance: Kforce reported a Q4 GAAP EPS of $0.30, missing estimates by $0.17, indicating a shortfall in profitability that could negatively impact investor confidence.
- Revenue Trends: The company generated $332 million in revenue, a 3.2% year-over-year decline, although it beat expectations by $2.64 million, yet the ongoing revenue drop may affect future market performance.
- Q1 2026 Guidance: For the first quarter of 2026, Kforce anticipates revenue between $324 million and $332 million, with gross profit margins of 26.9% to 27.1%, suggesting challenges in cost control while striving to restore profitability.
- Operational Efficiency: The projected operating margin for Q1 2026 is between 3.0% and 3.4%, and despite having 63 billing days, high SG&A expense ratios may limit overall profitability improvements.
See More
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- Earnings Estimate Adjustments: Over the past three months, Kforce has seen 4 upward revisions and 1 downward revision in EPS estimates, while revenue estimates have experienced 4 upward revisions with no downward adjustments, indicating growing market confidence in the company's performance.
- Revenue Forecast Range: Kforce projects Q4 revenue between $326 million and $334 million, highlighting its proactive efforts in expanding consulting-led solutions and AI readiness to enhance its competitive position in the market.
- Q3 Performance Review: In its recent Q3 earnings report, Kforce reported a GAAP EPS of $0.63, beating estimates by $0.07, and revenue of $332.65 million, exceeding expectations by $4.41 million, demonstrating the company's resilience in the current economic environment.
See More
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- Conference Participation: Kforce will participate in the Barclays 43rd Annual Industrial Select Conference on February 18, 2026, at the Loews Miami Beach Hotel, aiming to showcase its expertise in technology and professional staffing services to attract investor interest.
- Business Background: Specializing in technology, finance, and accounting staffing, Kforce collaborates with approximately 18,000 experts annually, demonstrating its significant influence within the Fortune 500 and other leading companies.
- Market Positioning: Through its KNOWLEDGEforce® platform, the company assists clients in achieving digital transformation goals, emphasizing its leadership position and deep industry knowledge, which further solidifies its competitive edge in the market.
- Forward-Looking Statements: Kforce cautions investors about the risks associated with its forward-looking statements, including shifts in market demand and government policy impacts, indicating a cautious approach to future business developments.
See More
