Robert Half

Q2 FY2026 EarningsQ2 FY26 results were largely in-line with adjusted consensus: revenue of $1.34B beat the $1.32B expectation by 1.0%, while diluted EPS of $0.26 slightly exceeded the $0.258 mean estimate. GAAP operating income was impacted by a $100.9M non-cash deferred compensation adjustment, but adjusted operating income of $38.6M was virtually in-line with the $38.8M consensus (-0.5% variance). Performance was mixed by segment, with Permanent Placement growing 2.9% YoY, while Protiviti revenue declined 4.9% due to a 19.9% drop in billable hours, reflecting a shift away from large-scale U.S. regulatory remediation projects.