Barrett Business Services, Inc. (BBSI)
NASDAQIndustrialsStaffing & Employment ServicesSnapshot 2026-11-05
NASDAQIndustrialsStaffing & Employment ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · BBSI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Outlook The calendar-year outlook for 2026 is as follows: • Gross billings growth of 3% to 4%.
Stated in 3 of 3 supplied quarters. Management reported: “Total gross billings in the third quarter of 2026 increased 3% to $2.40 billion compared to $2.32 billion in the same year-ago quarter (see “Key Performance Metrics” below).” “Outlook The calendar-year outlook for 2026 is as follows: • Gross billings growth of 3% to 4%.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Outlook The calendar-year outlook for 2026 is as follows: • Gross billings growth of 3% to 4%.”
“Outlook BBSI is updating its outlook for 2026 as follows: • Gross billings growth of 3% to 4%.”
“Outlook BBSI reaffirms its outlook for 2026 as follows: • Gross billings growth of 3% to 5%.”
• Gross margin as a percent of gross billings of 2.70% to 2.75%.
Stated in 3 of 3 supplied quarters. Management reported: “• Gross margin as a percent of gross billings of 2.70% to 2.75%.” “Management believes these ratios are useful in understanding the efficiency and profitability of our service offerings.”
“• Gross margin as a percent of gross billings of 2.70% to 2.75%.”
“• Gross margin as a percent of gross billings of 2.70% to 2.75%.”
“• Gross margin as a percent of gross billings of 2.70% to 2.85%.”
1 Capital Allocation Continuing under the Company’s stock repurchase program established in August 2025, BBSI repurchased $9.0 million of common stock in the third quarter, comprising 273,695 shares…
Stated in 3 of 3 supplied quarters. Management reported: “1 Capital Allocation Continuing under the Company’s stock repurchase program established in August 2025, BBSI repurchased $9.0 million of common stock in the third quarter, comprising 273,695 shares at an average price of $33.01.” “Through a combination of stock repurchases and dividends, year-to-date capital returned to shareholders totaled more than $50 million.”
“1 Capital Allocation Continuing under the Company’s stock repurchase program established in August 2025, BBSI repurchased $9.0 million of common stock in the third quarter, comprising 273,695 shares…”
“1 Capital Allocation Continuing under the Company’s stock repurchase program established in August 2025, BBSI repurchased $15.0 million of common stock in the second quarter, comprising 486,811 share…”
“Capital Allocation Continuing under the Company’s stock repurchase program established in August 2025, BBSI repurchased $20.1 million of common stock in the first quarter, comprising 700,926 shares a…”
• Growth in the average number of WSEs of 1% to 2%.
Stated in 3 of 3 supplied quarters. Management reported: “• Growth in the average number of WSEs of 1% to 2%.” “• Average worksite employees (“WSEs”) up 0.6%.”
“• Growth in the average number of WSEs of 1% to 2%.”
“• Growth in the average number of WSEs of 2% to 3%.”
“• Growth in the average number of WSEs of 2% to 4%.”
Continue returning capital to shareholders through quarterly dividends and ongoing stock repurchase programs.
Over the trailing year it converted -35.24x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.