RHI tops Q4 earnings and revenue estimates despite year-over-year declines, as Talent Solutions weakens while Protiviti shows relative resilience.
Although the revenue and EPS for Robert Half (RHI) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Robert Half (RHI) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.53 per share a year ago.
Robert Half trades at an 80% discount from its 2022 peak, despite operating cash flows declining only 40%. I see early 2026 as a likely inflection point, with macro headwinds fading and tailwinds—including lower rates and reshoring—gaining strength. RHI's consulting arm (Protiviti) remains resilient, offsetting cyclical weakness in core staffing; international consulting grew 9.6% in 2025 YTD.
RHI is currently battling material macro pressures coupled with what appears to be competitive threats from aggressive pricing. Long-term, I believe the industry can recover to higher demand and RHI can maintain their market share, both backed by attractive capital allocation. However, the implied return against the threat of AI and competitive uncertainty/risk doesn't seem to sufficiently generate a good enough risk/reward for me just yet.
Robert Half Inc. RHI has had a tough year. This Zacks Rank #5 (Strong Sell) is expected to see another earnings decline of 45.5% in 2025.
RHI meets Q3 estimates but sees earnings and revenue drop year over year, signaling continued pressure on growth.
In trading on Thursday, shares of Robert Half were yielding above the 8% mark based on its quarterly dividend (annualized to $2.36), with the stock changing hands as low as $26.99 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
Robert Half Inc. (NYSE:RHI ) Q3 2025 Earnings Call October 22, 2025 5:00 PM EDT Company Participants M. Waddell - Vice Chairman, President & CEO Michael Buckley - Executive VP & CFO Conference Call Participants Mark Marcon - Robert W.
Robert Half (RHI) came out with quarterly earnings of $0.43 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.64 per share a year ago.
Robert Half (RHI) reported earnings 30 days ago. What's next for the stock?
RHI beats Q2 estimates but posts lower earnings and revenues, with Talent Solutions weakness leading to a 6.1% stock drop.