Robert Half Inc. reported revenues of $1.36 billion for the three months ended September 30, 2026, up 0.4%, while operating income rose to $75 million from $14 million and gross margin increased 5.5% to $532 million.
RHI · Robert Half Inc.
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Robert Half reported third-quarter global enterprise revenues of $1.359 billion, talent solutions adjusted revenue growth of 2% and EPS of $0.49, up 14%. Fourth-quarter guidance calls for revenue of $1.285 billion to $1.385 billion and EPS of $0.36 to $0.46.
Robert Half reported third-quarter net income of $50 million, or $0.49 per share, on revenues of $1.359 billion for the three months ended September 30, 2026. Talent solutions returned to adjusted year-over-year revenue growth, increasing 2 percent.
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 22, 2026TL;DR. Talent solutions returned to growth, EPS rose 14%, adjusted operating income and gross margins improved, and fourth-quarter guidance calls for 3% adjusted revenue growth and 30% EPS growth at the midpoint; October trends were positive, and Protiviti is expected to rebound on technology consulting and AML demand. However, Protiviti and nine-month earnings declined, contract volumes remained down, hiring demand stayed selective, and first-quarter margins and tax face seasonal pressure.
- + Talent solutions returned to adjusted year-over-year revenue growth for the first time since 2022, with revenue up 2%, while global enterprise earnings exceeded the midpoint of third-quarter guidance.
- + Third-quarter EPS rose 14% to $0.49, the first year-over-year quarterly EPS increase since 2022, while the company generated $66 million of operating cash flow, paid a $0.59 per-share dividend and reported 17% return on invested capital.
- − Protiviti's adjusted global third-quarter revenue declined 3%, including a 5% decline in the United States.
- − Nine-month net income declined to $90 million from $101 million, EPS fell to $0.90 from $1.01, and revenue declined to $3.996 billion from $4.076 billion.
- − The hiring recovery remained selective amid inflation and geopolitical uncertainty, without the broader recession-clearing event seen in prior cycles.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Administrative and customer support – As Adjusted non-GAAP | -3.1% | Q3 2026 | — |
| Administrative and customer support – As Reported | -2.7% | Q3 2026 | — |
| Contract talent solutions adjusted gross margin non-GAAP | 39.1% | Nine Months Ended September 30, 2026 | — |
| Contract talent solutions adjusted operating income non-GAAP | 49.65M | Nine Months Ended September 30, 2026 | — |
| Contract talent solutions adjusted operating income margin non-GAAP | 2.2% | Nine Months Ended September 30, 2026 | — |
| Contract talent solutions – UNITED STATES – As Reported | 2.5% | Q3 2026 | — |
| Elimination of intersegment revenues – As Adjusted non-GAAP | 1.7% | Q3 2026 | — |
| Finance and accounting – As Adjusted non-GAAP | 1.5% | Q3 2026 | — |
| Finance and accounting – As Reported | 2.2% | Q3 2026 | — |
| International total talent solutions adjusted revenue growth non-GAAP | -0.7% | Q3 2026 | — |
| Permanent placement talent solutions adjusted gross margin non-GAAP | 99.8% | Nine Months Ended September 30, 2026 | — |
| Permanent placement talent solutions adjusted operating income non-GAAP | 29.68M | Nine Months Ended September 30, 2026 | — |
| Permanent placement talent solutions adjusted operating income margin non-GAAP | 8.6% | Nine Months Ended September 30, 2026 | — |
| Permanent placement talent solutions adjusted revenue growth non-GAAP | 5.6% | Q3 2026 | — |
| Permanent placement talent solutions – As Reported | 6.2% | Q3 2026 | — |
| Permanent placement talent solutions – UNITED STATES – As Reported | 8.1% | Q3 2026 | — |
| Protiviti adjusted gross margin non-GAAP | 20.5% | Nine Months Ended September 30, 2026 | — |
| Protiviti adjusted operating income non-GAAP | 60.49M | Nine Months Ended September 30, 2026 | — |
| Protiviti adjusted operating income margin non-GAAP | 4.3% | Nine Months Ended September 30, 2026 | — |
| Protiviti adjusted revenue growth non-GAAP | -3.3% | Q3 2026 | — |
| Protiviti – UNITED STATES – As Adjusted non-GAAP | -4.5% | Q3 2026 | — |
| Talent solutions adjusted year-over-year revenue growth non-GAAP | 2% | third quarter of 2026 | — |
| Technology adjusted revenue growth non-GAAP | 3.9% | Q3 2026 | — |
| Technology – As Reported | 4.6% | Q3 2026 | — |
| Total adjusted gross margin non-GAAP | 37.7% | Nine Months Ended September 30, 2026 | — |
| Total adjusted operating income non-GAAP | 139.82M | Nine Months Ended September 30, 2026 | — |
| Total adjusted operating income margin non-GAAP | 3.5% | Nine Months Ended September 30, 2026 | — |
| Total adjusted selling, general and administrative expenses non-GAAP | 1.37B | Nine Months Ended September 30, 2026 | — |
| Total adjusted selling, general and administrative expenses as percentage of revenue non-GAAP | 34.2% | Nine Months Ended September 30, 2026 | — |
| Total contract talent solutions – As Reported | 1.7% | Q3 2026 | — |
| Total talent solutions adjusted gross margin non-GAAP | 47.2% | Nine Months Ended September 30, 2026 | — |
| Total talent solutions adjusted operating income non-GAAP | 79.32M | Nine Months Ended September 30, 2026 | — |
| Total talent solutions adjusted operating income margin non-GAAP | 3.1% | Nine Months Ended September 30, 2026 | — |
| Total talent solutions – As Reported | 2.3% | Q3 2026 | — |
| Total talent solutions – INTERNATIONAL – As Reported | -0.7% | Q3 2026 | — |
| Total talent solutions – UNITED STATES – As Reported | 3.2% | Q3 2026 | — |
| Adjusted gross margin (Protiviti, percent of revenues) non-GAAP | 18.5% | the second quarter of 2026 filing | — |
| adjusted operating income non-GAAP | 39M | the three months ended June 30, 2026 filing | — |
| adjusted operating income margin non-GAAP | 2.9% | the second quarter of 2026 filing | — |
| Adjusted revenue growth (contract talent solutions) non-GAAP | 2.1% | the second quarter of 2026 filing | — |
| Adjusted revenue growth (permanent placement talent solutions) non-GAAP | 2.5% | the second quarter of 2026 filing | — |
| adjusted selling, general and administrative expenses non-GAAP | 458.84M | the three months ended June 30, 2026 filing | — |
| Average bill rates (contract talent solutions, year-over-year change) | 1.2% | the three months ended June 30, 2026 filing | — |
| Average fees earned per placement (year-over-year change) | 5.5% | the three months ended June 30, 2026 filing | — |
| Average hourly bill rates (Protiviti, year-over-year change) | 15% | the three months ended June 30, 2026 filing | — |
| Billable hours (Protiviti, year-over-year change) | 19.9% | the three months ended June 30, 2026 filing | — |
| Number of hours worked by engagement professionals (year-over-year change) | 2.8% | the three months ended June 30, 2026 filing | — |
| Number of placements (year-over-year change) | 2.6% | the 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
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|---|---|---|---|---|---|
|
RHI
this stock
Robert Half Inc.
|
$4.43B | +58.3% | -7.2% | 35.8 | 19.7% |
|
KFY
Korn Ferry
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$4.26B | +16.9% | +12.2% | 14.8 | 3.0% |
|
TNET
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$3.08B | +13.9% | -0.9% | 17.9 | 3.8% |
|
MAN
ManpowerGroup Inc.
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$2.18B | +55.6% | +0.6% | 18.5 | 9.5% |
|
NSP
Insperity, Inc.
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$2.00B | +31.3% | +3.5% | 583.4 | 7.8% |
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 30, 2026
- This year
- 14
Robert Half Inc. reported revenues of $1.36 billion for the three months ended September 30, 2026, up 0.4%, while operating income rose to $75 million from $14 million and gross margin increased 5.5% to $532 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RHI | +0.4% | +26.1% | +71.1% | -1.7% | +58.3% |
| SPY | -4.7% | -5.3% | -0.8% | -3.0% | +7.5% |
| vs SPY | +5.2% | +31.4% | +72.0% | +1.3% | +50.8% |
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.