Robert Half guidance issued on its October 22, 2026 earnings call calls for fourth-quarter revenue of $1.285 billion to $1.385 billion and earnings per share of $0.36 to $0.46. The new outlook follows third-quarter results that showed nearly flat revenue but higher net income than a year earlier.
Key Takeaways
- Fourth-quarter revenue guidance has a midpoint of $1.335 billion.
- The entire EPS forecast range is below the third quarter’s reported $0.49.
- Talent solutions returned to adjusted year-over-year revenue growth for the first time since 2022.
Table of Contents
- Robert Half guidance sets a lower sequential earnings range
- Third-quarter profit improved on nearly flat sales
- Talent solutions showed signs of recovery
- Conclusion
Robert Half guidance sets a lower sequential earnings range
The staffing and consulting company introduced both ranges as new guidance for fiscal Q4 2026. They are management forecasts, not completed quarterly results.
The revenue midpoint is approximately 1.8% below third-quarter revenue of $1.359 billion, although the range allows for either a sequential decline or a modest increase. The EPS midpoint of $0.41 compares with $0.49 earned in the third quarter.
The new forecasts do not establish a guidance cut: no earlier forecast for the same fourth-quarter period was supplied.
| Item | Details |
|---|---|
| Contract talent solutions revenue | Q3 2026: $758.8 million; Q3 2025: $746.2 million |
| Permanent placement revenue | Q3 2026: $116.9 million; Q3 2025: $110.1 million |
| Protiviti revenue | Q3 2026: $483.5 million; Q3 2025: $498.1 million |
Third-quarter profit improved on nearly flat sales
Robert Half’s third-quarter 2026 financial results showed net income of $50 million, or $0.49 per share, for the three months ended September 30. That compared with $43 million, or $0.43 per share, a year earlier. Revenue edged up to $1.359 billion from $1.354 billion.
The stronger quarterly profit did not erase the decline over the first nine months. Revenue for that period was $3.996 billion, compared with $4.076 billion in 2025, while net income fell to $90 million from $101 million.
Talent solutions showed signs of recovery
Chief executive M. Keith Waddell said talent solutions revenue grew 2% on an adjusted year-over-year basis, its first return to growth since 2022. The company’s adjusted revenue growth measure removes the effects of foreign exchange movements and differences in billing days.
Waddell said hiring activity continued to improve and described encouraging signs in demand for risk and compliance consulting. Those comments reflect management’s assessment of business conditions, rather than a guarantee of fourth-quarter growth.
Robert Half provides contract talent, permanent placement and executive search services across professional specialties. Its Protiviti subsidiary supplies internal audit, risk, business and technology consulting. Third-quarter reported revenue varied across the three main businesses.
Conclusion
Fourth-quarter results will provide the next test of Robert Half guidance and whether the improvement in talent solutions can continue. No fourth-quarter results announcement date was provided.
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