Robert Half (RHI)
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-09-04
$42.58-0.98%
Close 2026-09-04 · 1-day change
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · RHI
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 | 37.5% |
| Our one-year growth estimate | diamond | 3.4% |
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.
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.
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.
Growth built into the price is above our model estimate.
The price assumes 34.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 11 industry peers
RHI — litigation filed
Dated 2026-08-03
Regulation FD Disclosures. On August 3, 2026, the Company issued a press release announcing the leadership change described above. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated into this Section 7.01 by reference. The information in this Item 7.01 (including Exhibit 99.1) shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the…
Why it matters: This report will provide insights into revenue trends and operational performance. It will be crucial for assessing future growth.
Watch forEarnings report shows revenue growth exceeding 2% year over year.
Also watch forEarnings report shows revenue decline year over year.
Why it matters: FOMC decisions can change the economy and hiring needs. This is vital for Robert Half's business.
Watch forThe FOMC raises interest rates. This increases hiring demand in areas where Robert Half works.
Also watch forThe FOMC cuts interest rates. This leads to less hiring demand in sectors served by Robert Half.
Why it matters: A rebound in sector growth could benefit Robert Half. It indicates a broader recovery in the market.
Watch forSector revenue growth speeds up again, going above 5%.
Also watch forSector growth keeps slowing down, dropping below 3%.
Why it matters: Better cash flow means improved efficiency and financial health. This helps keep dividends.
Supportive ifCash flow from operations shows a positive trend, increasing by more than 10% compared to Q1.
Worry ifCash flow from operations drops more. This worsens the current mixed status.
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.
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 | ±$161 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $548 loss on $10,000 · 5.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,818 loss on $10,000 · 38.2% | 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.
Why it matters: A smooth leadership change can help Protiviti do better. Changes can also cause problems.
Watch forProtiviti shows better revenue growth with new leaders in Q3.
Also watch forProtiviti's revenue drops or stays the same with new leaders in Q3.
Why it matters: Positive revenue growth means the company is recovering after recent declines. It shows they can adapt to market changes.
Supportive ifQ2 revenue growth is above 0% YoY. This shows demand is recovering.
Worry ifQ2 revenue growth remains negative YoY, showing ongoing challenges in the market.
Why it matters: Stable dividends show that a company is healthy. They also show care for shareholders.
Supportive ifDividend per share remains at $0.59 for the next quarter.
Worry ifDividend per share is cut below $0.59.
Why it matters: Regular dividend payments show that a company is stable. They also help gain investor trust.
Supportive ifDividend per share stays at $0.59. This shows commitment to returning money to shareholders.
Worry ifDividend per share is cut or stopped. This signals financial trouble.
Why it matters: Growth in talent solutions is key for Robert Half's overall revenue recovery. It shows demand for their services is improving.
Supportive ifTalent solutions revenue grows year over year by more than 2.5%.
Worry ifTalent solutions revenue declines year over year or grows less than 2.5%.
Why it matters: Exceeding this threshold would show that Robert Half is recovering from recent revenue declines. It would indicate that hiring demand is improving.
Supportive ifQ3 revenue growth exceeds 2% year over year.
Worry ifQ3 revenue growth is below 0% year over year.
Why it matters: Maintaining dividends shows financial health. Cuts could signal trouble.
Worry ifA dividend payment is announced. It matches or is higher than before.
Less concerning ifA dividend cut or suspension is announced.
Why it matters: Better cash flow is key for running the business and funding growth. It shows the company's money health.
Supportive ifCash flow from operations is now positive. It is above the negative $112 million from Q2.
Worry ifCash flow from operations stays negative or gets worse than the negative $112 million in Q2.
Why it matters: Earnings results will show revenue trends and how management is doing.
Watch forEarnings are better than expected, with revenue growth.
Also watch forEarnings fall short of expectations, with ongoing revenue decline.
Why it matters: Earnings above guidance show better performance. This could lift market sentiment.
Supportive ifQ2 earnings exceed the midpoint of previous guidance.
Worry ifQ2 earnings fall below the previous guidance midpoint.
Why it matters: If revenue growth stays the same or gets better, it means more people want Robert Half's services.
Supportive ifQ3 revenue growth shows an increase or stabilization compared to Q2's $1.336 billion.
Worry ifQ3 revenue declines further from Q2's $1.336 billion.
Why it matters: Better cash flow means Robert Half is working well and is in good financial shape.
Supportive ifOperating cash flow exceeds $182.5 million, the highest from the last four quarters.
Worry ifOperating cash flow is still negative or below $108.7 million.