Robert Half Q4 2025 Earnings Call Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy RHI?
Source: seekingalpha
- Revenue Performance: In Q4 2025, global enterprise revenues reached $1.302 billion, down 6% year-over-year, yet the company achieved positive sequential growth on a same-day constant currency basis for the first time, indicating recovery potential in the market.
- Cash Flow and Dividends: The operating cash flow hit $183 million, an 18% increase from the previous year, while a dividend of $0.59 per share was distributed, underscoring the company's financial health and commitment to shareholder returns.
- Segment Performance: U.S. talent solutions revenues were $623 million, down 9% year-over-year, while Protiviti's global revenues totaled $479 million; despite overall declines, international performance was strong with a 9% increase in non-U.S. revenues.
- Future Outlook: The guidance for Q1 2026 projects revenues between $1.26 billion and $1.36 billion, indicating continued positive growth in talent solutions, reflecting the company's confidence and strategic positioning for future market opportunities.
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Analyst Views on RHI
Wall Street analysts forecast RHI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RHI is 29.29 USD with a low forecast of 22.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
1 Buy
4 Hold
3 Sell
Hold
Current: 31.480
Low
22.00
Averages
29.29
High
36.00
Current: 31.480
Low
22.00
Averages
29.29
High
36.00
About RHI
Robert Half Inc. provides specialized talent solutions and business consulting services through the Robert Half and Protiviti company names. The Company operates through three segments: contract talent solutions, permanent placement talent solutions, and Protiviti. The contract talent solutions and permanent placement talent solutions segments provide engagement professionals and full-time personnel, respectively, for finance and accounting, technology, marketing and creative, legal, and administrative, and customer support roles. The Protiviti segment provides internal audit, risk, business, and technology consulting solutions. The Company and its subsidiaries own various trademarks and service marks, including Robert Half Finance & Accounting, Accountemps, OfficeTeam, Robert Half Technology, Robert Half Management Resources, Robert Half Legal, and The Creative Group. The Company operates in North America, South America, Europe, Asia, and Australia.
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.
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- Analyst Ratings: Benzinga offers the latest analyst ratings on high-yield stocks, allowing investors to review the most recent analyses of their favorite stocks by visiting the Analyst Stock Ratings page.
- Sector Focus: In the industrials sector, Karat Packaging Inc (NASDAQ:KRT), Robert Half Inc (NYSE:RHI), and Insperity Inc (NYSE:NSP) are highlighted as representative high-yield stocks, drawing attention from analysts.
- Data Support: Benzinga's extensive database includes a wide array of analyst ratings, enabling investors to sort through ratings based on analyst accuracy, thereby facilitating more informed investment decisions.
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- Stock Surge: Robert Half (NYSE:RHI) saw its shares jump 27.83% on Friday, closing at $34.61, as investors were buoyed by an investment firm's 14% price target upgrade, indicating strong market optimism about its future performance.
- Target Price Adjustment: Truist raised Robert Half's price target from $35 to $40 while maintaining a 'buy' rating, suggesting analysts' confidence in the company's long-term growth potential despite its disappointing performance last year.
- Declining Performance: The company reported a 47% drop in net income to $132.99 million last year, with service revenues declining by 7% to $5.38 billion, reflecting challenges faced in a competitive market environment.
- Quarterly Results: In the fourth quarter, net profit fell 42% year-over-year to $31.7 million, while service revenues decreased by 5.8% to $1.3 billion, indicating pressure on the company's short-term profitability and the need for performance improvement measures.
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- Significant Stock Surge: Robert Half International (RHI) saw its stock price rise by 26% to $34.46 by 1 p.m., with a market cap of $2.7 billion, indicating strong market confidence in its earnings report and potential economic recovery signals.
- Earnings Report Highlights: Despite a year-over-year decline in revenue and earnings, CEO Keith Waddell noted that talent solutions and enterprise revenues achieved positive sequential growth for the first time in over three years, suggesting a pivotal turning point that could attract more investor interest.
- Future Outlook: Waddell projected that the company would return to year-over-year growth by the third quarter of 2025, and while the recovery may be slow in the short term, confirmation of growth momentum in the first half could lead to substantial stock appreciation in 2026, reflecting broader economic improvement.
- Small Business Market Potential: Waddell's positive remarks on small businesses could bode well for companies like UPS, which increasingly rely on the small and medium-sized business market for growth, highlighting Robert Half's significant role in the economic recovery.
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Robert Half Q4 2025 Earnings Call Insights
- Revenue Performance: In Q4 2025, global enterprise revenues reached $1.302 billion, down 6% year-over-year, yet the company achieved positive sequential growth on a same-day constant currency basis for the first time, indicating recovery potential in the market.
- Cash Flow and Dividends: The operating cash flow hit $183 million, an 18% increase from the previous year, while a dividend of $0.59 per share was distributed, underscoring the company's financial health and commitment to shareholder returns.
- Segment Performance: U.S. talent solutions revenues were $623 million, down 9% year-over-year, while Protiviti's global revenues totaled $479 million; despite overall declines, international performance was strong with a 9% increase in non-U.S. revenues.
- Future Outlook: The guidance for Q1 2026 projects revenues between $1.26 billion and $1.36 billion, indicating continued positive growth in talent solutions, reflecting the company's confidence and strategic positioning for future market opportunities.
See More
Robert Half to Announce Q4 Earnings on January 29
- Earnings Announcement Date: Robert Half (RHI) is set to release its Q4 earnings on January 29 after market close, drawing significant attention from investors regarding its performance.
- EPS Expectations: Analysts forecast an EPS of $0.30, representing a 43.4% year-over-year decline, indicating increasing pressure on the company's profitability.
- Revenue Forecast Decline: The company anticipates Q4 revenue of $1.29 billion, down 6.5% year-over-year, reflecting the adverse impact of the macroeconomic environment on its business.
- Market Reaction Analysis: Given ongoing macro pressures and competitive challenges, the market remains cautious about Robert Half's future performance, which may affect its stock price.
See More
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- Executive Promotions: Robert Half has promoted three senior leaders to enhance the company's management capabilities in innovation and technology, reinforcing its leadership position in the global talent solutions sector.
- Strategic Focus: This leadership change reflects the company's commitment to innovation, technology, and security, indicating its dedication to addressing market challenges through enhanced leadership in a rapidly evolving business environment.
- Business Transformation: By promoting executives, Robert Half aims to better integrate technology with talent solutions in future business developments, thereby improving client service quality and market competitiveness.
- Market Response: This move not only strengthens the internal leadership structure but may also attract more clients to its capabilities in business transformation and technological innovation, further enhancing the company's influence in the industry.
See More
Dividend Stocks Gain Favor Amid Market Turbulence
- Investor Preference: During turbulent and uncertain market conditions, many investors gravitate towards high-dividend-yielding stocks, which typically possess strong free cash flows that enable them to reward shareholders with substantial dividend payouts.
- Analyst Ratings: Benzinga offers the latest analyst ratings on high-yield stocks, allowing investors to review the most recent analyses of their favorite stocks by visiting the Analyst Stock Ratings page.
- Sector Focus: In the industrials sector, Karat Packaging Inc (NASDAQ:KRT), Robert Half Inc (NYSE:RHI), and Insperity Inc (NYSE:NSP) are highlighted as representative high-yield stocks, drawing attention from analysts.
- Data Support: Benzinga's extensive database includes a wide array of analyst ratings, enabling investors to sort through ratings based on analyst accuracy, thereby facilitating more informed investment decisions.
See More
Robert Half Shares Surge 27.83% Following Price Target Upgrade
- Stock Surge: Robert Half (NYSE:RHI) saw its shares jump 27.83% on Friday, closing at $34.61, as investors were buoyed by an investment firm's 14% price target upgrade, indicating strong market optimism about its future performance.
- Target Price Adjustment: Truist raised Robert Half's price target from $35 to $40 while maintaining a 'buy' rating, suggesting analysts' confidence in the company's long-term growth potential despite its disappointing performance last year.
- Declining Performance: The company reported a 47% drop in net income to $132.99 million last year, with service revenues declining by 7% to $5.38 billion, reflecting challenges faced in a competitive market environment.
- Quarterly Results: In the fourth quarter, net profit fell 42% year-over-year to $31.7 million, while service revenues decreased by 5.8% to $1.3 billion, indicating pressure on the company's short-term profitability and the need for performance improvement measures.
See More
Robert Half International Stock Soars 26% on Positive Earnings News
- Significant Stock Surge: Robert Half International (RHI) saw its stock price rise by 26% to $34.46 by 1 p.m., with a market cap of $2.7 billion, indicating strong market confidence in its earnings report and potential economic recovery signals.
- Earnings Report Highlights: Despite a year-over-year decline in revenue and earnings, CEO Keith Waddell noted that talent solutions and enterprise revenues achieved positive sequential growth for the first time in over three years, suggesting a pivotal turning point that could attract more investor interest.
- Future Outlook: Waddell projected that the company would return to year-over-year growth by the third quarter of 2025, and while the recovery may be slow in the short term, confirmation of growth momentum in the first half could lead to substantial stock appreciation in 2026, reflecting broader economic improvement.
- Small Business Market Potential: Waddell's positive remarks on small businesses could bode well for companies like UPS, which increasingly rely on the small and medium-sized business market for growth, highlighting Robert Half's significant role in the economic recovery.
See More
Robert Half Q4 2025 Earnings Call Insights
- Revenue Performance: In Q4 2025, global enterprise revenues reached $1.302 billion, down 6% year-over-year, yet the company achieved positive sequential growth on a same-day constant currency basis for the first time, indicating recovery potential in the market.
- Cash Flow and Dividends: The operating cash flow hit $183 million, an 18% increase from the previous year, while a dividend of $0.59 per share was distributed, underscoring the company's financial health and commitment to shareholder returns.
- Segment Performance: U.S. talent solutions revenues were $623 million, down 9% year-over-year, while Protiviti's global revenues totaled $479 million; despite overall declines, international performance was strong with a 9% increase in non-U.S. revenues.
- Future Outlook: The guidance for Q1 2026 projects revenues between $1.26 billion and $1.36 billion, indicating continued positive growth in talent solutions, reflecting the company's confidence and strategic positioning for future market opportunities.
See More
Robert Half to Announce Q4 Earnings on January 29
- Earnings Announcement Date: Robert Half (RHI) is set to release its Q4 earnings on January 29 after market close, drawing significant attention from investors regarding its performance.
- EPS Expectations: Analysts forecast an EPS of $0.30, representing a 43.4% year-over-year decline, indicating increasing pressure on the company's profitability.
- Revenue Forecast Decline: The company anticipates Q4 revenue of $1.29 billion, down 6.5% year-over-year, reflecting the adverse impact of the macroeconomic environment on its business.
- Market Reaction Analysis: Given ongoing macro pressures and competitive challenges, the market remains cautious about Robert Half's future performance, which may affect its stock price.
See More
Robert Half Promotes Three Senior Leaders, Emphasizing Innovation and Transformation
- Executive Promotions: Robert Half has promoted three senior leaders to enhance the company's management capabilities in innovation and technology, reinforcing its leadership position in the global talent solutions sector.
- Strategic Focus: This leadership change reflects the company's commitment to innovation, technology, and security, indicating its dedication to addressing market challenges through enhanced leadership in a rapidly evolving business environment.
- Business Transformation: By promoting executives, Robert Half aims to better integrate technology with talent solutions in future business developments, thereby improving client service quality and market competitiveness.
- Market Response: This move not only strengthens the internal leadership structure but may also attract more clients to its capabilities in business transformation and technological innovation, further enhancing the company's influence in the industry.
See More
