Robert Half Inc

Robert Half navigated a still-challenging staffing environment in Q1 2026, posting results that edged past Wall Street expectations even as revenue continued its year-over-year slide. The specialized talent solutions firm earned $0.14 per diluted share, a cent ahead of the $0.13 consensus estimate, while revenue of $1.30 billion declined 3.8% from a year ago, reflecting persistent softness across its core staffing divisions. The modest beat was underpinned by improved cost discipline, with SG&A expenses falling to $443.00 million and total adjusted operating margin widening to 2.2% from 1.4% a year prior. A key bright spot was international revenue, which grew 8.1% as reported, a sharp reversal from the 13.6% decline in Q1 2025, helping offset continued domestic headwinds. Management noted that talent solutions delivered a second consecutive quarter of positive sequential growth on a same-day constant currency basis, with momentum building through March and into early April, though analysts have flagged softer Q2 guidance projecting a further 4% revenue decline as a reason for caution heading into the back half of the year.