Insperity (NSP)
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-11-05
$50.82-1.68%
Close 2026-11-05 · 1-day change
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · NSP
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.
Met or beat guidance 40% of the last 5 guided quarters · -18.9% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Adjusted EBITDA, Represents net income computed in accordance with GAAP, plus interest expense, income taxes, depreciation and amortization expense, amortization of SaaS implementation costs, non-cas…
Stated in 4 of 4 supplied quarters. Management reported: “Adjusted EBITDA, Represents net income computed in accordance with GAAP, plus interest expense, income taxes, depreciation and amortization expense, amortization of SaaS implementation costs, non-cash stock-based compensation, and restructuring charge.” “Conference Call and Webcast Insperity will be hosting a conference call today at 8:30 a.m.”
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.
“Adjusted EBITDA — Represents net income computed in accordance with GAAP, plus interest expense, income taxes, depreciation and amortization expense, amortization of SaaS implementation costs, non-ca…”
“[TABLE] Q3 2026 | Full Year 2026 || Average WSEEs paid | 305,500 | — | 307,500 | 305,000 | — | 307,000 || Year-over-year decrease | (2.3)% | — | (1.7)% | (1.6)% | — | (1.0)% || Adjusted EPS 1 | $(0.0…”
““We are pleased with our gross profit results and the progress we have made in our margin recovery plan, which we expect to continue throughout 2026,” said James D.”
“Definition of Key Metrics Average WSEEs paid — Determined by calculating the company’s cumulative WSEEs paid during the period divided by the number of months in the period.”
“Looking forward, we believe AI has the potential to strengthen demand for Insperity’s comprehensive HR solutions as small and midsize businesses navigate this transformation.
Stated in 4 of 4 supplied quarters. Management reported: “Adjusted EBITDA, Represents net income computed in accordance with GAAP, plus interest expense, income taxes, depreciation and amortization expense, amortization of SaaS implementation costs, non-cash stock-based compensation, and restructuring charge.” “Definition of Key Metrics Average WSEEs paid, Determined by calculating the company’s cumulative WSEEs paid during the period divided by the number of months in the period.” Revenue was $1.651 billion in 2026-Q3.
““Looking forward, we believe AI has the potential to strengthen demand for Insperity’s comprehensive HR solutions as small and midsize businesses navigate this transformation.”
““Over the balance of the year our goal is to lay the foundation to regain growth momentum through our refined sales motion, HRScale progress and AI initiatives.””
““We are working to reestablish growth momentum over the balance of the year and to capitalize on the opportunity we see ahead in the evolving AI landscape for Insperity’s strategic HR services, techn…”
““As we enter 2026, we plan to continue emphasizing margin and profit recovery while regaining our growth momentum, which we expect will be achieved through HR360 sales and retention initiatives and t…”
“We achieved a key milestone in our margin recovery plan with year-over-year growth in gross profit per worksite employee while continuing our operating expense discipline,” said James D.
Stated in 4 of 4 supplied quarters. Management reported: ““We achieved a key milestone in our margin recovery plan with year-over-year growth in gross profit per worksite employee while continuing our operating expense discipline,” said James D.” ““Our operating expenses in the first quarter of 2026 were slightly better than expected, reflecting the actions we have taken to align our cost structure with the needs of our business and to support profitability recovery.”” Operating income was $-2.000 million in 2026-Q3.
““We achieved a key milestone in our margin recovery plan with year-over-year growth in gross profit per worksite employee while continuing our operating expense discipline,” said James D.”
““All three components of our margin recovery plan contributed to our second quarter results, including our pricing and client retention strategy, benefit plan and policy changes, and operating expens…”
““Our operating expenses in the first quarter of 2026 were slightly better than expected, reflecting the actions we have taken to align our cost structure with the needs of our business and to support…”
““We confronted the profitability challenges in 2025 and have taken significant steps designed to produce margin recovery through pricing and client selection, our new contract and plan design changes…”
“Taken together, these results produced a significant earnings rebound, further strengthening our financial position in alignment with our long-term capital allocation strategy.”
Stated in 2 of 4 supplied quarters. Management reported: “ET to discuss these results and the guidance discussed in this press release, and answer questions from investment analysts.” “Definition of Key Metrics Average WSEEs paid, Determined by calculating the company’s cumulative WSEEs paid during the period divided by the number of months in the period.”
““Taken together, these results produced a significant earnings rebound, further strengthening our financial position in alignment with our long-term capital allocation strategy.””
“Definition of Key Metrics Average WSEEs paid — Determined by calculating the company’s cumulative WSEEs paid during the period divided by the number of months in the period.”
Continue margin recovery through pricing and client retention, benefit plan changes, and operating expense management.
Over the trailing year it converted -2.31x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.