Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Robert Half (RHI)
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-11-05
$42.99-4.36%
Close 2026-11-05 · 1-day change
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.97 → 1.98 EPS · FY ending Dec 31, 2027 · 7 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 7; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RHI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain dividend payments at $0.59 per share | Robert Half keeps paying a steady dividend of $0.59 per share. | Intact | Dividend per share falls below $0.59 in next 4 quarters | Dividend per share: $0.59 per share FY2026-Q3; GAAP. Published target: >=0.59 USD_PER_SHARE. Target period is not explicitly aligned with this observation. Oct 30, 20260.59 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a cyclical recovery thesis, not yet a proven durable growth story. The thesis is in a watch state: Q3 showed meaningful operating improvement, but the overall financial picture remains weak and earnings quality is fragile.
RHI is valued at a large premium to peers, and the valuation evidence points to a stretched setup with some expectations gap. Fragility is rated low because the evidence does not show the full combination of expensive valuation, weak execution, and turbulence being priced in.
Near term, talent solutions revenue has returned to modest year-over-year growth, and lower SG&A helped lift Q3 operating income, though the prior quarter had an operating loss. Protiviti revenue continues to decline, and recent performance remains below the industry cohort; a guidance cut on the next call is a key risk despite the recent earnings beat.
Over the next few quarters, the thesis depends on talent solutions sustaining its recovery and operating improvements continuing without a return to losses. Sector signals from PAYX, KFY, and TNET also matter: continued strong results could support the backdrop, while misses or lower guidance could weaken it.
For the 1-to-3-year view, RHI has signs of operational progress but has not yet shown a broad, durable recovery, while its valuation is already stretched versus peers. The thesis hinges on sustained execution and a supportive sector backdrop. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Operational cash flow improvement would support a recovery. |
| Under Pressure |
| Cash from operations remains negative in next 4 quarters |
Cash from operations: $66.177M FY2026-Q3; GAAP. Published target: >0 USD. Target period is not explicitly aligned with this observation. Oct 30, 202666,177,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth above $5.38 billion in FY2025 | The company aims to grow revenue above $5.38 billion in 2025. | Intact | Revenue falls below $5.0 billion in FY2025 | Revenue: $1.359B FY2026-Q3; GAAP. Published target: >=5.38 USD_BILLIONS. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 20261,359,297,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.06 → $1.98 · observed estimates
$5.55B → $5.54B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.06 | $5,548,815,290 | 10 / 9 |
| 2026-07-25 | $1.99 | $5,528,273,700 | 9 / 8 |
| 2026-07-26 | $1.96 | $5,526,050,726 | 7 / 6 |
| 2026-07-27 | $1.97 | $5,525,998,840 | 9 / 9 |
| 2026-07-28 | $1.97 | $5,525,998,840 | 9 / 9 |
| 2026-07-29 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-07-30 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-07-31 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-01 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-02 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-08-03 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-08-04 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-08-05 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-06 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-08 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-08-09 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-10 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-08-12 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-08-13 | $1.97 | $5,531,776,620 | 9 / 9 |
| 2026-08-14 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-15 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-16 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-17 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-18 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-19 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-20 | $1.97 | $5,531,828,503 | 7 / 7 |
| 2026-08-21 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-22 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-23 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-24 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-25 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-26 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-27 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-28 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-29 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-30 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-08-31 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-01 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-02 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-03 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-04 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-05 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-06 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-07 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-08 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-09 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-10 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-11 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-12 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-13 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-14 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-15 | $1.97 | $5,531,826,881 | 7 / 7 |
| 2026-09-16 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-17 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-18 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-19 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-20 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-21 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-22 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-23 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-24 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-25 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-26 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-27 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-28 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-29 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-09-30 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-01 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-02 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-03 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-04 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-05 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-06 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-07 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-08 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-09 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-10 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-11 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-12 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-13 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-14 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-15 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-16 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-17 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-18 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-19 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-20 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-21 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-22 | $1.97 | $5,530,158,320 | 7 / 7 |
| 2026-10-23 | $1.98 | $5,539,285,987 | 6 / 7 |
| 2026-10-24 | $1.98 | $5,543,821,222 | 6 / 7 |
| 2026-10-25 | $1.98 | $5,543,821,222 | 6 / 7 |
| 2026-10-26 | $1.98 | $5,543,821,222 | 6 / 7 |
| 2026-10-27 | $1.98 | $5,543,821,222 | 6 / 7 |
| 2026-10-28 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-10-29 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-10-30 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-10-31 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-11-01 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-11-02 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-11-03 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-11-04 | $1.98 | $5,543,821,222 | 7 / 7 |
| 2026-11-05 | $1.98 | $5,543,821,222 | 7 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 3 Hold · 4 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 4 recorded
2 raises · 0 cuts · 0 unchanged · 3 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.