Robert Half Inc
Q2 2026 Earnings
Market Reaction
S&P 500 over the same 30 days: +3.65%.
Did RHI Beat Earnings? Q2 2026 Results
Robert Half posted a modest but clean beat in Q2 2026, with revenue of $1.34 billion edging past the $1.32 billion consensus by 1.02% and diluted EPS of $0.26 nudging ahead of the $0.26 estimate by 0.85%, offering some relief to investors who have watched the staffing firm navigate a prolonged white-collar hiring downturn. Revenue declined 2.4% year-over-year, yet the pace of contraction has meaningfully eased compared to the steeper drops seen throughout 2025, a trend management attributed in part to talent solutions delivering its third consecutive quarter of sequential revenue growth on an adjusted basis. Technology contract staffing returned to positive territory at 2.4% reported growth, while permanent placement posted adjusted year-over-year growth of 2.5%, underscoring where recovery momentum is building. Protiviti, however, emerged as the quarter's soft spot, with revenues falling 4.9% and gross margin compressing sharply to 13.5% from 19.7% a year ago. Management struck a cautiously optimistic tone, noting that hiring demand continues to improve and market conditions are increasingly supportive heading into the back half of the year.
- Talent solutions delivered third consecutive quarter of sequential revenue growth on an adjusted basis
- Permanent placement operations posted adjusted year-over-year revenue growth of 2.5%
- Technology contract talent showed positive reported year-over-year growth of 2.4%
- Finance and accounting contract revenue decline narrowed to just -0.7% from double-digit declines in 2025
- Improving hiring demand and increasingly supportive market conditions
“For the second quarter of 2026, global enterprise revenues were $1.336 billion, down 2 percent from last year's second quarter on a reported basis and down 3 percent on an adjusted basis. Talent solutions delivered its third consecutive quarter of sequential revenue growth on an adjusted basis, while its permanent placement operations also posted adjusted year-over-year revenue growth of 2.5 percent. Global enterprise revenues and earnings exceeded the midpoint of our second-quarter guidance.”
Robert Half CEO, on the earnings call
Forward Guidance & Outlook
Management stated that revenues and earnings exceeded the midpoint of second-quarter guidance. Hiring demand continues to improve and market conditions are increasingly more supportive of the business. Talent solutions delivered its third consecutive quarter of sequential revenue growth on an adjusted basis.
RHI YoY Financials
RHI Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.