Resources Connection, Inc. (RGP)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-04
$4.04-4.72%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsConsulting ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · RGP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -73.2% |
| Our one-year growth estimate | diamond | 0.2% |
Growth built into the price is above our model estimate.
The price assumes 73.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 9 industry peers
RGP — CEO transition
Dated 2026-09-03
CFO — Jennifer Y. Ryu: The CFO resigned but an interim successor was immediately appointed, indicating an orderly transition rather than a sudden loss of leadership.
Why it matters: Reducing costs is a key priority. Success here can improve profitability and cash flow.
Supportive ifManagement reports a clear drop in operating costs next quarter.
Worry ifOperating costs remain unchanged or increase in the next quarter.
Why it matters: Higher SG&A costs might mean revenue is not matching expenses. There may be restructuring costs.
Worry ifSG&A expenses exceed $54.6 million in Q3.
Less concerning ifSG&A expenses remain below $50 million in Q3.
Why it matters: The company keeps paying its dividend even with losses. Future dividends show financial health.
Supportive ifThe Board announces another dividend payment of $0.07 per share for the next quarter.
Worry ifThe Board stops or lowers the dividend payment. This shows financial trouble.
Why it matters: An increase would show better pricing power. It would also mean demand is recovering.
Supportive ifAverage bill rate in the On-Demand Talent segment increases by more than 1.3% in Q3.
Worry ifAverage bill rate in the On-Demand Talent segment declines further in Q3.
Why it matters: Making the business simpler can help focus and work better. It may boost performance.
Supportive ifThe company is selling a part of its business that is not essential.
Worry ifNo news or updates on making the business simpler.
Why it matters: If sector growth gets better, Resources Connection may earn more money.
Supportive ifSector revenue growth exceeds 5% in the next quarter.
Worry ifSector revenue growth stays below 5% or keeps slowing down.
Why it matters: A larger drop would show weak demand for consulting. This would hurt growth.
Worry ifConsulting segment revenue declines more than 28% year over year in Q3.
Less concerning ifConsulting segment revenue declines less than 20% year over year in Q3.
Why it matters: Simplifying the portfolio could improve focus and efficiency. Investors want to see clear steps taken.
Supportive ifThe company sells or restructures a part of its business that is not core.
Worry ifNo big changes are made to the business portfolio.
Why it matters: If revenue improves, it shows management is making progress with their new focus.
Supportive ifOn-Demand Talent segment revenue increases by at least 5% year over year in Q1 2027.
Worry ifOn-Demand Talent segment revenue falls more each year.
Why it matters: Higher bill rates may mean better prices. This could show a recovery in consulting services.
Supportive ifAverage bill rates in the Consulting segment improve by more than 2.6%.
Worry ifAverage bill rates in the Consulting segment decline or stay flat.
Why it matters: Simplifying the business could improve focus and efficiency. This is key for future growth.
Supportive ifThe company says it has finished a big sale or restructuring.
Worry ifThere are no updates on simplification. This might mean there are problems with operations.
Why it matters: A big drop in revenue shows weak demand for RGP's services.
Worry ifQ1 2027 revenue declines more than 15% year over year.
Less concerning ifQ1 2027 revenue declines less than 10% year over year.
Why it matters: A rise in the average bill rate shows better pricing power and demand for consulting.
Supportive ifAverage bill rate increases by more than 2% in Q1 2027.
Worry ifAverage bill rate declines or stays flat in Q1 2027.
Why it matters: Higher SG&A expenses may show a mismatch with revenue and hurt profits.
Worry ifSG&A expenses exceed $205 million in Q1 2027.
Less concerning ifSG&A expenses remain below $200 million in Q1 2027.
Why it matters: The dividend payment shows how much cash the company has. It also shows its value to shareholders.
Watch forThe dividend payment is made as scheduled on October 1, 2026.
Also watch forThe dividend payment is delayed or canceled.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$172 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $480 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,452 loss on $10,000 · 34.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.