Companies /Industrials

Robert Half Inc

NYSE: RHI Staffing & Employment Services
$44.97
â–² $0.43 (+0.97%) today
Markets closed · 6:42pm ET

Q4 2025 Earnings

Reported Jan 29, 2026, 4:02pm ET · SEC source
$0.32
Beat +8.40%
EPS · est. $0.30
$1.3B
Beat +0.90%
Revenue · est. $1.3B
−28.7%
Trailing market
RHI vs S&P since report
3 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+10%+20%+30%Jan 29Jan 30report 4:02pm ETearnings−0.4%+27.1%
0+10%+20%+30%Jan 29Jan 30earnings−0.4%+27.1%
RHI +27.1%S&P 500 −0.4%
0+10%+20%+30%Jan 29Jan 30report 4:02pm ETearnings−1.4%+27.1%
0+10%+20%+30%Jan 29Jan 30earnings−1.4%+27.1%
RHI +27.1%NASDAQ −1.4%
−9%0+9%+18%Jan 28Feb 6report 4:02pm ETearnings−0.5%+8.2%
−9%0+9%+18%Jan 28Feb 6earnings−0.5%+8.2%
RHI +8.2%S&P 500 −0.5%
−9%0+9%+18%Jan 28Feb 6report 4:02pm ETearnings−3.2%+8.2%
−9%0+9%+18%Jan 28Feb 6earnings−3.2%+8.2%
RHI +8.2%NASDAQ −3.2%
+27.76%
Day of report
−1.68%
Next session
−9.27%
One week
−29.73%
30 days

S&P 500 over the same 30 days: −0.99%.

Did RHI Beat Earnings? Q4 2025 Results

Robert Half closed out Q4 2025 with a modest earnings beat that did little to mask the broader pressures weighing on the staffing giant, as the company posted diluted EPS of $0.32, ahead of the $0.30 consensus estimate by 6.67%, while revenue of $1.30 billion declined 5.8% year-over-year. The headline numbers reflected a prolonged softness in the staffing market, with contract talent solutions revenues falling 8.2% and net income compressing sharply to $31.76 million from $54.29 million a year ago, sending the stock lower in the wake of the report. The most material development, however, came from sequential trends: talent solutions and enterprise revenues returned to positive sequential growth on a same-day constant currency basis for the first time in over three years, a shift CEO M. Keith Waddell pointed to as a sign of stabilization. That momentum extended into the first three weeks of January 2026, offering investors some basis for optimism even as analysts raised price targets while the stock traded near 52-week lows.

Key Takeaways
  • Talent solutions and enterprise revenues returned to positive sequential growth on a same-day constant currency basis for the first time in over three years
  • Weekly revenue trends during Q4 showed positive momentum extending into first three weeks of January
  • Revenues and earnings exceeded the midpoint of previous Q4 guidance
  • International Protiviti revenues grew 14.7% year-over-year as reported in Q4
  • Technology contract talent solutions showed the smallest decline at -1.0% as reported

“For the fourth quarter of 2025, global enterprise revenues were $1.302 billion, down 6 percent from last year's fourth quarter on a reported basis and down 7 percent on an adjusted basis. We are very pleased to see talent solutions and enterprise revenues return to positive sequential growth on a same-day constant currency basis for the first time in over three years. Weekly revenue trends during the quarter continued to show positive momentum, which extended into the first three weeks of January. Our revenues and earnings exceeded the midpoint of our previous fourth-quarter guidance.”

Robert Half CEO, on the earnings call

Forward Guidance & Outlook

Weekly revenue trends during Q4 2025 continued to show positive momentum, which extended into the first three weeks of January 2026. Talent solutions and enterprise revenues returned to positive sequential growth on a same-day constant currency basis for the first time in over three years.

RHI YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$400.0M$800.0M$1.2B$1.4B$1.3BRevenue$536.1M$489.6MGross Profit$64.8M$22.5MOperating Income$54.3M$31.8MNet Income
$0$400.0M$800.0M$1.2BRevenueGross ProfitOperating IncomeNet Income

RHI Revenue by Segment

Contract Talent Solutions$720.8M−8.2%
Finance and Accounting (Contract)$535.2M−6.9%
Protiviti$479.0M−2.0%
Administrative and Customer Support (Contract)$153.0M−11.4%
Technology (Contract)$156.4M−1.0%
Permanent Placement Talent Solutions$102.6M−5.1%

Figures from SEC filings and company reports. Not investment advice.