NYSE$RHI

Robert Half Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Robert Half's financial performance declined in Q2 2023 due to elongated client hiring cycles impacting talent solutions, while Protiviti experienced less impact due to its diversified offerings.

Robert Half Inc. reported a decrease in revenue and net income for the second quarter ended June 30, 2023. Net income was $106 million, or $1.00 per share, on revenues of $1.639 billion, compared to a net income of $176 million, or $1.60 per share, on revenues of $1.863 billion for the same period in 2022.

  • Second quarter results for talent solutions were impacted by elongated client hiring cycles resulting from ongoing global macro uncertainty.
  • Protiviti was much less impacted with its diversified suite of solutions offerings.
  • Pricing and gross margins remain strong, demonstrating the value-added benefit for their clients.
  • Robert Half was ranked number one on Forbes’ list of America’s Best Professional Recruiting Firms.

Headline financials

Total Revenue

$1.64B

Previous: $1.86B-12.0%
EPS (adj)

$1.00

Previous: $1.60-37.5%
Capital Expenditures

-$19.1M

Previous: -$35.3M+45.9%
Free Cash Flow

$87.2M

Previous: $141M-38.0%
Net Income

$106M

Previous: $176M-39.5%
Operating Income

$147M

Previous: $241M-39.0%
Gross Profit

$660M

Previous: $816M-19.1%
Cash & Equivalents

$723M

Previous: $591M+22.3%
Total Assets

$3.07B

Previous: $2.93B+4.6%

Revenue & EPS history

Robert Half · Revenue · Quarterly

$1.64B

Q2 2023-12%vs Q2 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Robert Half · $640M total across 2 segments · Q2 2023

  • Protiviti
    $491M-1.2%
  • Permanent placement talent solutions
    $149M-25.4%

Forward guidance

Robert Half remains confident that they are well positioned to benefit significantly as the macro landscape improves.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.6%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.5%

Avg return

30 days after

48%

33 / 69 earnings

Positive

+27.6%

Q4 2025

Best reaction

-10.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.8%-0.0%+0.3%
Q4 2025+27.6%+21.2%-9.9%
Q3 2025-1.2%-2.0%-8.0%
Q2 2025+0.2%+1.2%-2.2%
Q1 2025-3.1%-4.7%-2.5%
Q4 2024-6.6%-8.8%-14.5%
Q3 2024+3.1%+3.2%+12.4%
Q2 2024-7.7%-2.3%-1.7%
Q1 2024-3.0%-3.3%-6.9%
Q4 2023-2.1%-0.4%-1.0%
Q3 2023+1.5%+0.7%+12.5%
Q2 2023-5.8%-6.9%-7.3%
Q1 2023+2.0%+2.0%-5.9%
Q4 2022+8.0%+6.4%-0.4%
Q3 2022-9.7%-7.5%-6.6%
Q2 2022-7.8%-9.8%-2.6%
Q1 2022-10.9%-12.4%-22.5%
Q4 2021-0.7%+3.1%+8.8%
Q3 2021+3.1%+2.3%+7.8%
Q2 2021+6.1%+8.6%+16.7%
Q1 2021+4.9%+7.9%+8.3%
Q4 2020+3.1%+3.1%+18.8%
Q3 2020-6.6%-9.0%+10.2%
Q2 2020-1.5%-4.5%+3.4%
Q1 2020+6.6%+12.0%+14.7%
Q4 2019-4.7%-2.7%-17.4%
Q3 2019+3.8%+5.8%+3.3%
Q2 2019+9.3%+6.5%-4.9%
Q1 2019-6.5%-7.3%-16.6%
Q4 2018+7.3%+4.5%+12.2%
Q3 2018-9.5%-7.7%-7.4%
Q2 2018+7.9%+9.2%+11.9%
Q1 2018+3.6%+4.8%+9.2%
Q4 2017+0.5%-2.4%-1.5%
Q3 2017+1.5%+3.9%+7.4%
Q2 2017-6.2%-5.0%-7.3%
Q1 2017+4.4%+4.6%+2.2%
Q4 2016-7.0%-5.5%-3.7%
Q3 2016-4.9%-3.2%+17.1%
Q2 2016-10.0%-10.8%-6.2%
Q1 2016-10.5%
Q4 2015-9.5%
Q3 2015-6.2%
Q2 2015-6.9%
Q1 2015-4.2%
Q4 2014+1.0%
Q3 2014+7.8%
Q2 2014+8.0%
Q1 2014+2.6%
Q4 2013+0.7%
Q3 2013-3.1%
Q2 2013+2.6%
Q1 2013-9.3%
Q4 2012+5.5%
Q3 2012+5.7%
Q2 2012-6.3%
Q1 2012-3.8%
Q4 2011-0.1%
Q3 2011-2.3%
Q2 2011-1.1%
Q1 2010-0.6%
Q1 2011+3.1%
Q4 2010+0.0%
Q4 2008+0.0%
Q3 2010-0.8%
Q3 2009-0.8%
Q2 2009+2.1%
Q4 2009+2.1%
Q2 2010+2.1%

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