Insperity posted Q3 adjusted EPS of $0.22 and adjusted EBITDA of $31 million; gross profit per worksite employee rose 8%. Full-year 2026 guidance: adjusted EBITDA $194 million to $214 million; adjusted EPS $1.93 to $2.28 per share.
NSP · Insperity, Inc.
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Insperity reported Q3 2026 revenue of $1.7 billion, up 2%, net loss of $(1) million and adjusted EBITDA of $31 million, up 210%; YTD revenue rose 2% to $5.2 billion, net income reached $36 million and adjusted EBITDA reached $170 million.
Insperity reported third-quarter results for the quarter ended September 30, 2026: Q3 revenues up 2%, net loss improved 95% to $1 million, and adjusted EBITDA up 210% to $31 million; it also announced updated guidance for 2026.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 29, 2026TL;DR. Q3 margin recovery produced an earnings rebound: gross profit per WSEE rose 8%, operating expenses fell 5%, and adjusted EBITDA rose 210% to $31 million. Updated full-year guidance calls for $194 million–$214 million of adjusted EBITDA and $1.93–$2.28 of adjusted EPS, while paid WSEEs and YTD gross profit remained weak and sales and retention outcomes remain uncertain.
- + YTD net income increased 38% to $36 million, adjusted EBITDA increased 18% to $170 million, and adjusted EPS increased 13% to $1.85. new
- + Sales activity, lead flow, renewals, and the mid-market pipeline improved, while HR scale remained on track with several thousand employees in implementation. new
- + Insperity returned capital through dividends and repurchases, while adjusted cash increased to $119 million from $95 million at the end of Q2. new
- + Insperity is deploying AI-enabled client tools and believes AI has the potential to strengthen demand for its HR solutions. new
- − Average paid WSEEs fell 2% in Q3 and are forecast to decline 1.4% to 2.0% in Q4 and 1.3% to 1.5% for the full year. new
- − The margin-recovery strategy remained a headwind to new client sales and retention. new
- − Benefits costs increased in Q3, while higher workers' compensation costs and declining favorable prior-year reserve adjustments offset part of the margin-recovery progress. new
- − YTD gross profit remained flat at $726 million while benefits costs per covered employee increased 5%. new
- − Price sensitivity, market uncertainty, and election uncertainty leave the fall campaign's sales and retention outcomes undetermined. new
- − Healthcare and workers' compensation cost trends remain elevated and may persist beyond the near term. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
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Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
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Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 36M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP EBITDA $23M
+$13M Stock-based compensation
+$0M Restructuring charges
= Adjusted EBITDA $36M
|
|||
| Adjusted EPS non-GAAP | $0.34 | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Diluted EPS $0.1
+$0.32 Stock-based compensation
+$0 Restructuring charges
-$0.08 Tax effect
= Adjusted EPS $0.34
|
|||
| Adjusted net income non-GAAP | $13M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) $4M
+$13M Stock-based compensation
+$0M Restructuring charges
-$4M Tax effect
= Adjusted net income $13M
|
|||
| Average WSEEs paid | 305,764 | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Staffing & Employment Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NSP
this stock
Insperity, Inc.
|
$2.00B | +31.3% | +3.5% | 583.4 | 7.8% |
|
RHI
Robert Half Inc.
|
$4.43B | +58.3% | -7.2% | 35.8 | 19.7% |
|
KFY
Korn Ferry
|
$4.26B | +16.9% | +12.2% | 14.8 | 3.0% |
|
TNET
Trinet Group, Inc.
|
$3.08B | +13.9% | -0.9% | 17.9 | 3.8% |
|
MAN
ManpowerGroup Inc.
|
$2.18B | +55.6% | +0.6% | 18.5 | 9.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 29, 2026
- This year
- 10
Insperity reported third-quarter results for the quarter ended September 30, 2026: Q3 revenues up 2%, net loss improved 95% to $1 million, and adjusted EBITDA up 210% to $31 million; it also announced updated guidance for 2026.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NSP | +9.8% | +2.2% | +68.1% | +4.4% | +31.3% |
| SPY | -4.7% | -5.3% | -0.8% | -3.0% | +7.5% |
| vs SPY | +14.5% | +7.5% | +68.9% | +7.4% | +23.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.