Every material Form 8-K Insperity has filed with the SEC since August 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Insperity reported third-quarter 2026 revenue of $1.7 billion, up 2%, and a net loss of $1 million, down 95% from a $20 million loss a year earlier. Adjusted EPS was $0.22 versus a loss of $0.20 in the prior-year quarter. The company also updated its 2026 guidance, forecasting full-year adjusted EPS of $1.93 to $2.28.
Q3 2026 revenue rose 2% to $1.7 billion, with revenue per worksite employee up 4% on higher pricing, while average paid worksite employees fell 2% to 307,265.
Q3 2026 gross profit rose 6% to $207 million, and operating expenses fell 5% to $209 million.
Q3 2026 adjusted EBITDA rose 210% to $31 million; diluted EPS was $(0.02) versus $(0.53) a year earlier.
Full-year 2026 guidance: adjusted EPS of $1.93 to $2.28 and adjusted EBITDA of $194 million to $214 million.
Insperity reported second-quarter 2026 revenue up 2% to $1.7 billion and net income of $4 million, or $0.10 per diluted share, compared with a net loss of $5 million a year earlier. For the first six months, net income fell 20% to $37 million and diluted EPS fell 20% to $0.97, and the company updated its 2026 outlook, which calls for full-year adjusted EPS of $1.88 to $2.43.
Q2 2026 revenue rose 2% to $1.7 billion; gross profit fell 3% to $217 million
Q2 2026 net income was $4 million ($0.10 diluted EPS) versus a $5 million loss in Q2 2025
Year to date, net income fell 20% to $37 million and diluted EPS fell 20% to $0.97
Updated 2026 guidance: full-year adjusted EPS $1.88 to $2.43; adjusted EBITDA $185 million to $225 million
At its May 18, 2026 annual meeting, Insperity stockholders approved a Second Amendment to the Insperity Incentive Plan that adds 1,620,000 shares of common stock to the pool reserved for awards. Stockholders also elected four Class I directors, approved an advisory vote on executive compensation, and ratified Ernst & Young LLP as the independent auditor for 2026.
Second Amendment adds 1,620,000 shares to the Incentive Plan reserve; all employees and non-employee directors are eligible for awards.
Plan amendment approved with 30,285,794 votes for and 2,536,874 against.
Directors Timothy T. Clifford, Ellen H. Masterson, Latha Ramchand and W. Philip Wilmington elected to terms expiring at the 2029 annual meeting.
Ernst & Young LLP ratified as auditor for the year ending December 31, 2026, with 33,873,189 votes for.
Insperity reported first-quarter 2026 results on April 30, 2026. Revenues rose 2% to $1.9 billion, but net income fell 35% to $33 million and diluted EPS fell to $0.88 from $1.35. The company also issued updated 2026 guidance, including full-year adjusted EPS of $1.60 to $2.60, and said it expects its margin recovery to continue throughout 2026.
Q1 revenues rose 2% to $1.9 billion, while gross profit fell 3% to $302 million.
Q1 net income was $33 million versus $51 million a year earlier; adjusted EPS was $1.31 versus $1.57.
Q1 operating expenses included $9 million in restructuring charges tied to a workforce realignment; average paid WSEEs fell 1% to 303,049.
Guidance: Q2 2026 adjusted EPS of $0.02 to $0.50; full-year 2026 adjusted EPS of $1.60 to $2.60 and adjusted EBITDA of $170 million to $230 million.
Insperity reported a fourth-quarter 2025 net loss of $33 million, or $(0.88) per diluted share, as revenue rose 3% to $1.7 billion and gross profit fell 21% to $172 million. The company also announced a realignment plan that will eliminate about 4% of non-sales positions, with estimated one-time charges of about $9 million, and issued 2026 guidance for adjusted EBITDA of $170 million to $230 million.
Q4 2025: revenue up 3% to $1.7 billion; net loss $33 million; diluted EPS $(0.88) versus $(0.22) a year earlier
Full year 2025: revenue up 4% to $6.8 billion; net loss $7 million; adjusted EBITDA $131 million
Realignment Plan: about 4% of non-sales positions eliminated, with about $9 million in one-time charges, mostly in Q1 2026
2026 guidance: adjusted EBITDA $170 million to $230 million; adjusted EPS $1.69 to $2.72
Insperity entered into an Eighth Amendment to its credit agreement with Zions Bancorporation (dba Amegy Bank) as administrative agent on December 15, 2025. The amendment increases the revolving credit facility from $650 million to $750 million, lifts the accordion feature from $700 million to $800 million, extends maturity to December 15, 2028, and raises the maximum leverage ratio covenant from 3.00 to 3.75.
Revolving facility increased from $650 million to $750 million
Accordion feature increased from $700 million to $800 million
Facility maturity extended to December 15, 2028
Maximum Leverage Ratio covenant raised from 3.00 to 3.75; EBITDA definition also amended
Insperity reported third-quarter 2025 revenue up 4% to $1.6 billion, but a net loss of $20 million, or $(0.53) per diluted share, compared with net income of $3 million a year earlier, as gross profit fell 15% on higher-than-expected benefits costs. The company also amended its UnitedHealthcare medical coverage arrangement, extending it through 2028 with additional cost savings starting in 2026, and gave its full-year 2025 adjusted EPS guidance of $0.84 to $1.47.
Q3 2025 revenue rose 4% to $1.6 billion; gross profit fell 15% to $195 million
Q3 2025 net loss of $20 million; diluted EPS $(0.53) versus $0.07 in Q3 2024; adjusted EPS $(0.20)
UnitedHealthcare amendment extends the arrangement through 2028 and lets Insperity elect a claim cost limit of $500,000, $750,000, or $1,000,000 per participant per year
Q4 2025 adjusted EPS guidance is $(0.79) to $(0.16); full-year 2025 adjusted EPS guidance is $0.84 to $1.47
Insperity reported second-quarter 2025 revenue up 3% to $1.7 billion, but swung to a net loss of $5 million, or $(0.14) per diluted share, from net income of $18 million a year earlier. The company said higher-than-expected benefits costs drove the decline and lowered its 2025 guidance.
Q2 2025 revenues rose 3% to $1.7 billion; gross profit fell 14% to $223 million.
Q2 2025 adjusted EBITDA was $32 million and adjusted EPS was $0.26, versus $0.86 in Q2 2024.
Updated full-year 2025 guidance: adjusted EPS of $1.81 to $2.51 and adjusted EBITDA of $170 million to $205 million; Q3 2025 adjusted EPS of $0.06 to $0.49.
On July 31, 2025, Insperity also announced an updated HR solutions portfolio, including Insperity HRScale with Workday, which the company said will be available to early adopter customers in 2026.
On June 30, 2025, Insperity's Compensation Committee approved special performance-based equity awards for Chairman and CEO Paul J. Sarvadi and President and COO A. Steve Arizpe, effective July 1, 2025. The awards are tied to the company's stock price and to the planned joint HR solution with Workday, and they vest only after five years of continued service, so they affect shareholders through potential future share issuance tied to the stock price.
Maximum awards are 400,000 performance stock units (PSUs) for Sarvadi and 100,000 for Arizpe.
Full payout requires a 30-day average closing stock price of $225, about 3.6 times the $62.06 grant-date closing price.
Awards are forfeited in full if the stock does not reach the $105 threshold, and vest after five years of continued employment.
The company said the awards aim to retain the executives while the joint solution with Workday launches.
At its 2025 Annual Meeting on May 20, 2025, in Kingwood, Texas, Insperity stockholders approved a First Amendment to the Insperity, Inc. Incentive Plan that adds 620,000 shares available for issuance. The vote also elected four Class III directors, approved an advisory say-on-pay vote, and ratified Ernst & Young LLP as the independent auditor for 2025.
Plan amendment approved with 32,848,275 votes for and 407,914 against, plus 50,281 abstentions and 2,338,231 broker non-votes.
Amendment requires a one-year minimum vesting period for non-employee director awards, with specified exceptions.
Ernst & Young LLP ratified as auditor for the year ending December 31, 2025, with 33,485,884 votes for and 2,141,053 against.
Four Class III directors elected for terms expiring at the 2028 annual meeting: Eli Jones, Randall Mehl, John M. Morphy and Richard G. Rawson.
Insperity reported first-quarter 2025 results and updated its 2025 outlook. Revenues rose 3% to $1.9 billion, but net income fell 35% to $51 million, driven by higher-than-expected healthcare costs. The updated full-year guidance projects adjusted EPS of $2.23 to $3.28, a year-over-year decrease of 8% to 38%, which points to lower earnings for shareholders in 2025.
Q1 2025 net income was $51 million, down 35% from $79 million; diluted EPS was $1.35 versus $2.08 a year earlier.
Revenues rose 3% to $1.9 billion, but gross profit fell 10% to $310 million on higher-than-expected benefits costs.
Full-year 2025 guidance: adjusted EPS of $2.23 to $3.28 and adjusted EBITDA of $190 million to $245 million, both down year over year.
Q2 2025 adjusted EPS guidance is $0.29 to $0.67, a year-over-year decrease of 66% to 22%.
Insperity reported fourth quarter 2024 revenue up 2% to $1.6 billion but a net loss of $9 million, compared with net income of $19 million a year earlier. For full year 2024, revenue rose 1% to $6.6 billion while net income fell 47% to $91 million, and the company gave 2025 guidance of $3.10 to $3.95 in adjusted EPS, which reflects a higher effective income tax rate, and $240 million to $285 million in adjusted EBITDA.
Q4 2024 diluted EPS was $(0.22) versus $0.52 a year earlier; adjusted EPS was $0.05 versus $0.75
Full year 2024 diluted EPS was $2.42 versus $4.47; adjusted EPS was $3.58 versus $5.52
Operating expenses rose 17% in Q4 2024, including about $19 million tied to the Workday strategic partnership
Full year 2025 guidance: adjusted EPS of $3.10 to $3.95 and adjusted EBITDA of $240 million to $285 million
Insperity announced in August 2024 that Chief Financial Officer Douglas S. Sharp would retire effective November 15, 2024. On that date the company entered a consulting agreement with Mr. Sharp to help with the transition of his responsibilities through March 31, 2025. The change in the top finance role is a leadership transition that shareholders may track, though the filing does not describe any change in financial results.
Douglas S. Sharp, Executive Vice President of Finance, Chief Financial Officer and Treasurer, retires effective November 15, 2024.
Consulting agreement dated November 15, 2024 runs through March 31, 2025 and pays $10,000 per month.
Agreement includes a non-compete and non-solicitation period lasting until twenty-four months after the agreement ends.
Insperity reported third-quarter 2024 revenue up 1% to $1.6 billion, but net income fell to $3 million, or $0.07 per diluted share, from $45 million, or $1.16, a year earlier. The company also issued updated 2024 guidance, which projects full-year adjusted EPS of $3.42 to $3.66 and adjusted EBITDA of $262 million to $274 million, with the full-year adjusted EPS range down 34% to 38% from 2023.
Q3 2024 revenue rose 1% to $1.6 billion on a 3% increase in revenue per worksite employee, offset by a 2% decline in paid WSEEs.
Q3 adjusted EPS was $0.39 versus $1.46 a year earlier; gross profit fell 11% to $229 million.
Operating expenses rose 15%, largely tied to the Workday strategic partnership.
Year-to-date net income was $100 million, down 34%, and the company repurchased 551,000 shares for $52 million in the first nine months.
Insperity's longtime chief financial officer, Douglas S. Sharp, will retire on November 15, 2024, after 21 years in the role. James D. Allison, currently executive vice president of comprehensive benefit solutions and chief profitability officer, will succeed him as CFO on the same date, and Sean P. Duffy will be promoted to senior vice president of finance and accounting.
Douglas S. Sharp retires as CFO effective November 15, 2024, after serving as CFO for 21 years
James D. Allison, who joined Insperity in 1997, becomes executive vice president of finance, CFO and treasurer on November 15, 2024, with his annual salary increased to $550,000
Sean P. Duffy is promoted to senior vice president of finance and accounting, with a salary of $375,000 and a special award of 5,100 restricted stock units vesting in annual thirds
Insperity reported second-quarter 2024 revenue up 1% to $1.6 billion and net income of $18 million, up from $12 million a year earlier, and issued updated 2024 guidance. The outlook calls for full-year adjusted EPS of $3.33 to $3.88 (down 30% to 40% year over year) and Q3 adjusted EPS of $0.21 to $0.45 (down 69% to 86%), so quarterly gains are offset by a much weaker expected earnings trend for the rest of the year.
Q2 2024 gross profit rose 16% to $260 million; net income was $18 million versus $12 million, and diluted EPS was $0.48 versus $0.33
Average paid worksite employees fell 1% to 306,958 in Q2 2024, with client retention at 99%
Full-year 2024 guidance: adjusted EPS of $3.33 to $3.88 and adjusted EBITDA of $261 million to $290 million
Year-to-date net income fell 9% to $97 million; the company cited a $19 million Workday partnership cost in operating expenses
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