Every material Form 8-K Robert Half has filed with the SEC since January 30, 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.
Robert Half reported third-quarter 2026 results on October 22, 2026, with net income of $50 million ($0.49 per diluted share) on revenues of $1.359 billion, compared with $43 million ($0.43) on $1.354 billion a year earlier. For the nine months, net income fell to $90 million ($0.90 per share) from $101 million ($1.01), and revenues fell to $3.996 billion from $4.076 billion, so shareholders see a stronger quarter against a weaker year-to-date period.
Q3 2026 net income $50 million, or $0.49 per diluted share, vs. $43 million, or $0.43, in Q3 2025
Q3 2026 revenues $1.359 billion, vs. $1.354 billion in Q3 2025; CEO M. Keith Waddell called global enterprise revenues roughly flat on an adjusted basis
Nine-month net income $90 million ($0.90 per share) vs. $101 million ($1.01); nine-month revenues $3.996 billion vs. $4.076 billion
Talent solutions returned to adjusted year-over-year revenue growth of 2 percent, its first since 2022, per the CEO
Robert Half announced that Joseph Tarantino will step down as president and chief executive of its Protiviti consulting subsidiary effective January 1, 2027, and move to senior managing director. Chief operating officer Cory Gunderson will succeed him and become an executive officer of Robert Half on that date. The filing reports no financial figures for the change.
Joseph A. Tarantino transitions from Protiviti president and CEO to senior managing director, effective January 1, 2027
Cory S. Gunderson, Protiviti chief operating officer since 2024, becomes Protiviti president and CEO on January 1, 2027
Gunderson will also be an executive officer of Robert Half Inc. from that date
Tarantino and Gunderson will work together through the remainder of 2026 on the transition
Robert Half reported second-quarter 2026 results on July 23, 2026. Revenue fell to $1.336 billion from $1.370 billion a year earlier, and net income fell to $26 million ($0.26 per share) from $41 million ($0.41 per share). The company reported an operating loss of $62.3 million for the quarter, compared with operating income of $1.5 million a year earlier, and the filing gives no new full-year guidance.
Q2 2026 revenue was $1.336 billion, versus $1.370 billion in Q2 2025.
Q2 2026 net income was $26 million, or $0.26 per diluted share, versus $41 million, or $0.41, a year earlier.
Reported operating loss was $62.3 million in Q2 2026, versus operating income of $1.5 million in Q2 2025.
CEO M. Keith Waddell said global enterprise revenues and earnings exceeded the midpoint of second-quarter guidance.
At its May 13, 2026 annual meeting, Robert Half stockholders approved an amended and restated Stock Incentive Plan, which allows up to 4,500,000 shares to be issued under awards, with about 452,000 shares available for grant as of the effective date. Stockholders also approved executive compensation on an advisory basis and ratified PricewaterhouseCoopers LLP as the independent auditor for 2026, with For votes exceeding Against votes on each proposal.
Stock Incentive Plan approved: 84,545,099 for, 1,071,359 against, 54,020 abstain
Advisory vote on executive compensation approved: 82,981,010 for, 2,236,438 against, 453,030 abstain
PricewaterhouseCoopers LLP ratified as 2026 auditor: 89,895,070 for, 2,518,513 against, 42,080 abstain
Robert J. Pace and Frederick A. Richman received the most Against votes among the eight director nominees, at 7,083,701 and 7,789,302
Robert Half reported first-quarter 2026 revenue of $1.300 billion, down from $1.352 billion a year earlier, and net income of $14 million, or $0.14 per share, versus $17 million, or $0.17 per share. Management said revenue fell 6% on an adjusted basis and that talent solutions posted a second straight quarter of positive sequential growth on a same-day constant currency basis. The release does not include an updated full-year outlook, so shareholders get no new forward-looking figures from this filing.
Revenue was $1.300 billion for the quarter ended March 31, 2026, versus $1.352 billion a year earlier, a 4% decline on a reported basis and 6% on an adjusted basis.
Net income was $14 million ($0.14 per diluted share), compared with $17 million ($0.17 per share) in the first quarter of 2025.
Protiviti revenue was $466 million, down from $477 million, and total talent solutions revenue was $725 million, down from $763 million.
On April 20, 2026, Robert Half entered into amended and restated severance agreements with five named executive officers. The amendments remove severance benefits that applied when an executive voluntarily left after a change in control, which the company said aligns its arrangements with current best practices and market norms.
Agreements dated April 20, 2026 cover M. Keith Waddell, Michael C. Buckley, Paul F. Gentzkow, Joseph A. Tarantino and Harold M. Messmer.
Voluntary termination severance tied to a change in control is eliminated.
All other material terms of the severance agreements are unchanged, per the filing.
Robert Half reported fourth-quarter 2025 results, with revenue of $1.302 billion, down 6% from $1.382 billion a year earlier, and net income of $32 million ($0.32 per share), down from $54 million ($0.53 per share). For the full year, revenue was $5.379 billion and net income was $133 million ($1.33 per share), both lower than in 2024, and the company said Q4 revenues and earnings exceeded the midpoint of its prior fourth-quarter guidance.
Q4 2025 revenue: $1.302 billion, down 6% from $1.382 billion in Q4 2024 on a reported basis and down 7% on an adjusted basis, per the CEO
Q4 2025 net income: $32 million, or $0.32 per share, versus $54 million, or $0.53 per share, a year earlier
Full-year 2025 revenue: $5.379 billion and net income of $133 million ($1.33 per share), versus $5.796 billion and $252 million ($2.44 per share) in 2024
CEO said talent solutions and enterprise revenues returned to positive sequential growth on a same-day constant currency basis for the first time in over three years
Robert Half reported third-quarter 2025 results, with revenue of $1.354 billion and net income of $43 million, or $0.43 per share, down from $1.465 billion and $65 million, or $0.64 per share, a year earlier. CEO M. Keith Waddell said client and job seeker caution continued, but the company expects fourth-quarter revenue at and above the midpoint of its guidance, a return to sequential growth on a same-day constant currency basis for the first time since the second quarter of 2022.
Q3 2025 revenue was $1.354 billion, compared with $1.465 billion in Q3 2024.
Q3 2025 net income was $43 million, or $0.43 per share, compared with $65 million, or $0.64 per share, a year earlier.
Operating income was $13.6 million, compared with $60.6 million in Q3 2024.
Fourth-quarter revenue guidance is at and above the midpoint, with a return to sequential growth for the first time since Q2 2022.
Robert Half reported second-quarter 2025 results, with revenue of $1.370 billion, down 7% from $1.473 billion a year earlier. Net income fell to $41 million, or $0.41 per share, from $68 million, or $0.66 per share, in the same quarter of 2024. For shareholders, the headline profit and revenue measures both declined, and the company said elevated economic uncertainty subdued hiring and new project starts.
Q2 2025 revenue was $1.370 billion, down 7% from $1.473 billion in Q2 2024.
Q2 2025 net income was $41 million, or $0.41 per share, versus $68 million, or $0.66 per share, a year earlier.
Operating income was $1.5 million in Q2 2025, compared with $75.5 million in Q2 2024.
For the six months ended June 30, 2025, net income was $58 million, or $0.58 per share, versus $1.27 per share a year earlier.
Robert Half entered a new $100 million credit agreement with Bank of America, N.A. on May 28, 2025, and terminated its 2020 credit agreement with JPMorgan Chase Bank the same day. The company had no outstanding borrowings under the 2020 facility and paid no early termination fees, and the subsidiaries Protiviti Inc., RH-TM Resources, Inc. and Protiviti Government Services, Inc. guaranteed the new facility's obligations.
New $100 million credit agreement with Bank of America, N.A. as administrative agent, dated May 28, 2025
2020 Credit Agreement with JPMorgan Chase Bank, N.A. terminated May 28, 2025; it provided up to $100 million with no outstanding borrowings
No early termination fees associated with terminating the 2020 agreement
Protiviti Inc., RH-TM Resources, Inc. and Protiviti Government Services, Inc. guaranteed the Company's obligations under the new agreement
Robert Half reported first-quarter 2025 results for the quarter ended March 31, 2025, with net income of $17 million, or $0.17 per diluted share, compared with $64 million, or $0.61 per share, a year earlier. Revenue fell 8% to $1.352 billion, and the CEO said client and job seeker caution is lengthening decision cycles and slowing hiring, which points to weaker near-term earnings for shareholders.
Net income was $17 million, or $0.17 per diluted share, versus $64 million, or $0.61 per share, in Q1 2024.
Revenue was $1.352 billion, down 8% from $1.476 billion a year earlier; down 6% on an adjusted basis.
Operating income was $38.9 million, compared with $40.9 million in the prior-year quarter.
CEO M. Keith Waddell said business confidence moderated in the quarter amid U.S. trade and policy uncertainty; the release states past trends cannot reliably predict future results.
Robert Half reported fourth-quarter 2024 results, with net income of $54 million, or $0.53 per share, down from $87 million, or $0.83 per share, a year earlier. Revenue fell to $1.382 billion from $1.473 billion, while Protiviti revenue grew year over year, and full-year 2024 net income fell to $252 million from $411 million.
Q4 2024 net income was $54 million ($0.53 per share) versus $87 million ($0.83 per share) in Q4 2023.
Full-year 2024 net income was $252 million ($2.44 per share) on revenue of $5.796 billion, versus $411 million ($3.88 per share) on $6.393 billion in 2023.
Robert Half reported third-quarter 2024 results: net income of $65 million, or $0.64 per share, on revenues of $1.465 billion, down from $96 million, or $0.90 per share, on $1.564 billion a year earlier. Management said results exceeded its expectations, driven by Protiviti, but client budgets remain constrained, and the filing gives no updated guidance.
Q3 2024 net income $65 million ($0.64 per share) vs. $96 million ($0.90 per share) in Q3 2023
Q3 2024 revenues $1.465 billion vs. $1.564 billion in Q3 2023
Nine-month net income $197 million ($1.91 per share) vs. $324 million ($3.04 per share) a year earlier
Protiviti revenues were $511.3 million in Q3 2024 vs. $480.8 million in Q3 2023
Robert Half reported second-quarter 2024 results, with net income of $68 million, or $0.66 per share, on revenues of $1.473 billion, compared with $106 million, or $1.00 per share, on revenues of $1.639 billion a year earlier. Management said client and candidate caution continues to affect hiring and that second-quarter results were within its guidance range, but the filing does not provide new guidance figures, so shareholders see lower revenue and profit year over year.
Q2 2024 net income was $68 million, or $0.66 per share, versus $106 million, or $1.00 per share, in Q2 2023.
Q2 2024 revenues were $1.473 billion, versus $1.639 billion in Q2 2023.
For the first six months of 2024, net income was $132 million, or $1.27 per share, versus $228 million, or $2.14 per share, a year earlier.
Management said Q2 revenues and earnings were within its guidance range.
Robert Half reported first-quarter 2024 results on April 25, 2024, with revenue of $1.476 billion and net income of $64 million, or $0.61 per share, for the quarter ended March 31, 2024. Both figures were lower than the $1.716 billion in revenue and $122 million, or $1.14 per share, in net income reported for the same quarter a year earlier. CEO M. Keith Waddell said second-quarter earnings guidance anticipates higher sequential earnings for the first time in seven quarters.
Revenue was $1.476 billion for the quarter ended March 31, 2024, versus $1.716 billion a year earlier.
Net income was $64 million, or $0.61 per share, versus $122 million, or $1.14 per share, a year earlier.
Second-quarter earnings guidance, led by Protiviti, anticipates higher sequential earnings for the first time in seven quarters, according to CEO M. Keith Waddell.
Robert Half will hold a conference call on April 25, 2024 at 5 p.m. EDT.
Robert Half reported fourth-quarter 2023 results, with revenue of $1.473 billion and net income of $87 million, or $0.83 per share, both down from the year-earlier quarter. For the full year, net income fell to $411 million, or $3.88 per share, from $658 million, or $6.03 per share, a year earlier, as revenue declined to $6.393 billion from $7.238 billion. The filing contains no revenue or earnings guidance for 2024.
Q4 2023 revenue was $1.473 billion, versus $1.727 billion in Q4 2022.
Q4 2023 net income was $87 million, or $0.83 per share, versus $148 million, or $1.37 per share, a year earlier.
Full-year 2023 net income was $411 million, or $3.88 per share, versus $658 million, or $6.03 per share, in 2022.
CEO M. Keith Waddell said the company's weekly revenue trends were approaching a positive inflection point and that results beat consensus.
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