Sep 2026 (Q3 FY26) — Oct 22, 2026
Robert Half Q3 FY26 — Talent Solutions Returns to Growth, Protiviti Exceeds Expectations
Read the full callRobert Half earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,336 | −2.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -4.7 | −4.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 26.3 | −35.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
10 of 10 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly income per share guidance | $0.20 to $0.30 | Mar 2026 | Net income per share in the second quarter was $0.26 compared to $0.41 in the second quarter a year ago. | Achieved |
| Full-year capital expenditures and capitalized cloud computing costs | $70 million to $90 million | Dec 2025 | 2026 capital expenditures and capitalized cloud computing costs of $50 million to $70 million with $10 million to $20 million during the third quarter. | Revised Up |
| Quarterly income per share guidance | $0.43 to $0.53 | Jun 2026 | we offer the following third quarter guidance: revenues, $1.31 billion to $1.41 billion. Income per share $0.43 to $0.53. | New |
9 of ROBERT HALF INC.'s 19 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 16 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $29.64 on 22 Oct 2025 → $45.87. High $45.87 (23 Oct 2026), low $21.86 (16 Mar 2026).
Overview
Guidance
10 of 10 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly income per share guidance | $0.20 to $0.30 | Mar 2026 | Net income per share in the second quarter was $0.26 compared to $0.41 in the second quarter a year ago. | Achieved |
| Full-year capital expenditures and capitalized cloud computing costs | $70 million to $90 million | Dec 2025 | 2026 capital expenditures and capitalized cloud computing costs of $50 million to $70 million with $10 million to $20 million during the third quarter. | Revised Up |
| Quarterly income per share guidance | $0.43 to $0.53 | Jun 2026 | we offer the following third quarter guidance: revenues, $1.31 billion to $1.41 billion. Income per share $0.43 to $0.53. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 19 tracked commitments, with each call’s wording and source.
Call summaries
Robert Half Q3 FY26 — Talent Solutions Returns to Growth, Protiviti Exceeds Expectations
Read the full callRobert Half Q2 FY26 — Talent Solutions Shows Recovery Amidst Protiviti Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: −36% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,465 | 1,382 | 1,352 | 1,370 | 1,354 | 1,302 | 1,300 | 1,336 |
| Operating profit | 61 | 71 | 39 | 2 | 14 | 22 | 37 | -62 |
| Operating margin | 4.1% | 5.1% | 2.9% | 0.1% | 1.0% | 1.7% | 2.8% | −4.7% |
| Profit before tax | 95 | 75 | 22 | 61 | 64 | 47 | 31 | 41 |
| Tax rate | 31.2% | 27.9% | 22.1% | 33.3% | 32.6% | 32.3% | 56.1% | 35.2% |
| Net profit | 65 | 54 | 17 | 41 | 43 | 32 | 14 | 26 |
| EPS ($ per share) | 0.64 | — | 0.17 | 0.41 | 0.43 | — | 0.14 | 0.26 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 0 | 36 | 30 | 168 | 319 | 266 | 25 | 0 |
| Total liabilities | 840 | 1,168 | 1,352 | 1,571 | 1,396 | 1,422 | 1,476 | 1,580 |
| Fixed assets | 125 | 128 | 110 | 93 | 110 | 109 | 120 | 129 |
| Total assets | 1,903 | 2,311 | 2,557 | 2,952 | 2,964 | 3,011 | 2,854 | 2,856 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 572 | 520 | 597 | 603 | 684 | 637 | 410 | 320 |
| Cash from investing | -89 | -102 | 9 | -88 | -117 | -112 | -87 | -86 |
| Cash from financing | -490 | -423 | -315 | -459 | -509 | -461 | -496 | -330 |
| Net cash flow | -18 | -6 | 304 | 45 | 40 | 73 | -194 | -73 |
| Capital expenditure | -42 | -59 | -33 | -37 | -61 | -46 | -56 | -53 |
| Free cash flow | 530 | 460 | 563 | 567 | 623 | 591 | 354 | 267 |
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Contract Talent Solutions | 57% | 57% | 56% | 55% | 55% | 55% | 56% | 56% | -1.6% |
| Protiviti | 35% | 35% | 35% | 36% | 37% | 37% | 36% | 35% | -4.9% |
| Permanent Placement Talent Solutions | 8% | 8% | 8% | 8% | 8% | 8% | 8% | 9% | +2.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Billing days | 63.1In the second quarter of 2026, there were 63.1 billing days compared to 63.2 billing days in the second quarter 1 year ago.Source: earnings call transcript | 64.6In the third quarter of 2026, there were 64.6 billing days compared to 64.2 billing days in the third quarter 1 year ago.Source: earnings call transcript | +2.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
26 filings between Oct 28, 2025 and May 13, 2026.
Purchases
None
No insider bought shares.
Sales
$187.8K
1 sale by 1 insider
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kempthorne Dirk A | — | $187.8K | Oct 28, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 13, 2026 | Pace Robert J Director | Award | 10,803 | — |
| May 13, 2026 | Morial Marc Director | Award | 10,803 | — |
| May 13, 2026 | Richman Frederick A Director | Award | 10,803 | — |
| May 13, 2026 | Coronado Julia Lynn Director | Award | 10,803 | — |
| May 13, 2026 | Wilking Marnie Huss Director | Award | 10,803 | — |
| May 13, 2026 | Barsten Jana Director | Award | 10,803 | — |
| Mar 23, 2026 | WADDELL M KEITH Chief Executive Officer | Award | 177,276 | $0 |
| Mar 23, 2026 | WADDELL M KEITH Chief Executive Officer | Tax withheld | 33,120 | $822.0K |
| Mar 23, 2026 | MESSMER HAROLD M JR Chairman | Award | 649 | $0 |
| Mar 23, 2026 | MESSMER HAROLD M JR Chairman | Award | 44,319 | $0 |
| Mar 23, 2026 | MESSMER HAROLD M JR Chairman | Tax withheld | 5,896 | $146.3K |
| Mar 23, 2026 | GENTZKOW PAUL F Pres & CEO Talent Solutions | Award | 2,164 | $0 |
| Mar 23, 2026 | GENTZKOW PAUL F Pres & CEO Talent Solutions | Award | 149,073 | $0 |
| Mar 23, 2026 | GENTZKOW PAUL F Pres & CEO Talent Solutions | Tax withheld | 27,910 | $692.7K |
| Mar 23, 2026 | GLASS ROBERT W Executive Vice President | Award | 450 | $0 |
| Mar 23, 2026 | GLASS ROBERT W Executive Vice President | Award | 20,145 | $0 |
| Mar 23, 2026 | GLASS ROBERT W Executive Vice President | Tax withheld | 6,114 | $151.7K |
| Mar 23, 2026 | WADDELL M KEITH Chief Executive Officer | Award | 2,554 | $0 |
| Mar 23, 2026 | BUCKLEY MICHAEL C Executive Vice President & CFO | Award | 845 | $0 |
| Mar 23, 2026 | BUCKLEY MICHAEL C Executive Vice President & CFO | Award | 56,406 | $0 |
| Mar 23, 2026 | BUCKLEY MICHAEL C Executive Vice President & CFO | Tax withheld | 10,549 | $261.8K |
| Mar 23, 2026 | Tarantino Joseph A President and CEO, Protiviti | Award | 724 | $0 |
| Mar 23, 2026 | Tarantino Joseph A President and CEO, Protiviti | Award | 80,580 | $0 |
| Mar 23, 2026 | Tarantino Joseph A President and CEO, Protiviti | Tax withheld | 9,077 | $225.3K |
| Feb 28, 2026 | Tarantino Joseph A President and CEO, Protiviti | Tax withheld | 2,796 | $68.3K |
| Oct 28, 2025 | Kempthorne Dirk A Director | Sale | 6,505 | $187.8K |
| May 14, 2025 | Kempthorne Dirk A Director | Award | 5,907 | — |
| May 14, 2025 | Barsten Jana Director | Award | 5,907 | — |
| May 14, 2025 | Coronado Julia Lynn Director | Award | 5,907 | — |
| May 14, 2025 | Morial Marc Director | Award | 5,907 | — |
| May 14, 2025 | Pace Robert J Director | Award | 5,907 | — |
| May 14, 2025 | Richman Frederick A Director | Award | 5,907 | — |
| Mar 25, 2025 | WADDELL M KEITH Chief Executive Officer | Award | 84,839 | $0 |
| Mar 25, 2025 | WADDELL M KEITH Chief Executive Officer | Tax withheld | 23,224 | $1.24M |
| Mar 25, 2025 | MESSMER HAROLD M JR Chairman | Award | 21,542 | $0 |
| Mar 25, 2025 | MESSMER HAROLD M JR Chairman | Tax withheld | 5,689 | $304.0K |
| Mar 25, 2025 | WADDELL M KEITH Chief Executive Officer | Award | 4,865 | $0 |
| Mar 25, 2025 | GLASS ROBERT W Executive Vice President | Award | 1,047 | $0 |
| Mar 25, 2025 | GLASS ROBERT W Executive Vice President | Award | 11,229 | $0 |
| Mar 25, 2025 | GLASS ROBERT W Executive Vice President | Tax withheld | 5,214 | $278.6K |
| Mar 25, 2025 | GENTZKOW PAUL F Pres & CEO Talent Solutions | Award | 4,123 | $0 |
| Mar 25, 2025 | GENTZKOW PAUL F Pres & CEO Talent Solutions | Award | 71,888 | $0 |
| Mar 25, 2025 | GENTZKOW PAUL F Pres & CEO Talent Solutions | Tax withheld | 19,606 | $1.05M |
| Mar 25, 2025 | Tarantino Joseph A President and CEO, Protiviti | Award | 1,019 | $0 |
| Mar 25, 2025 | Tarantino Joseph A President and CEO, Protiviti | Award | 39,116 | $0 |
| Mar 25, 2025 | Tarantino Joseph A President and CEO, Protiviti | Tax withheld | 4,685 | $250.3K |
| Mar 25, 2025 | BUCKLEY MICHAEL C Executive Vice President & CFO | Award | 1,609 | $0 |
| Mar 25, 2025 | BUCKLEY MICHAEL C Executive Vice President & CFO | Award | 28,074 | $0 |
| Mar 25, 2025 | BUCKLEY MICHAEL C Executive Vice President & CFO | Tax withheld | 7,358 | $393.1K |
| Mar 25, 2025 | MESSMER HAROLD M JR Chairman | Award | 1,236 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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