Insperity Q2 revenue and adjusted EPS beat estimates

Insperity

29/07/2026 21:49

Overview
U.S. HR solutions provider's Q2 revenue rose 2%, beating analyst expectations
Adjusted EPS for Q2 beat consensus, rising 31% year-over-year
Company says margin recovery driven by pricing, client retention, and expense management

Outlook
Insperity sees Q3 adjusted EPS between $(0.09) and $0.41
Company expects full-year 2026 adjusted EBITDA of $185 mln to $225 mln
Insperity projects average paid WSEEs to decline 1.6% to 1.0% for full-year 2026

Result Drivers
PRICING AND CLIENT RETENTION - Co said higher pricing and client retention strategy contributed to margin recovery
OPERATING EXPENSE MANAGEMENT - Operating expenses fell 8% in Q2, supporting improved profitability, per CFO James D. Allison
BENEFIT PLAN AND POLICY CHANGES - Adjustments to benefit plans and policies were cited as a driver of Q2 margin recovery

Company press release: ID:nBw1ZL2Tja

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.69 bln
$1.67 bln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.34
$0.32 (5 Analysts)
Q2 Net Income
 
$4 mln
 
Q2 Adjusted EBITDA
Beat
$36 mln
$34.90 mln (5 Analysts)
Q2 Operating income
Miss
$6 mln
$12.60 mln (4 Analysts)
Q2 Gross Profit
 
$217 mln
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the employment services peer group is "buy."
Wall Street's median 12-month price target for Insperity Inc is $52.00, about 1.1% below its July 28 closing price of $52.58
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 11 three months ago

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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)