Why Robert Half (RHI) Is Down 9.3% After Profit Squeeze in Q4 2025 Earnings Results

• Robert Half Inc. has reported fourth-quarter 2025 results, with net income falling to US$31.76 million from US$54.29 million a year earlier, and diluted earnings per share from continuing operations easing to US$0.32 from US$0.53.
• The sharp year-over-year reduction in both net income and earnings per share highlights how recent operating conditions have pressured Robert Half’s profitability.
• Next, we’ll explore what this earnings compression means for Robert Half’s investment narrative and how weaker profitability shapes investor expectations.

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What Is Robert Half's Investment Narrative?

For someone considering Robert Half today, the big picture rests on whether you believe the business can translate its long track record and seasoned leadership into healthier profitability after a tough stretch. The latest Q4 2025 result, with net income and EPS down sharply year on year, reinforces that near term sentiment hinges on earnings pressure rather than growth excitement. Short term catalysts like any improvement in margins, stabilization in demand, or continued capital returns through dividends and buybacks now sit against weaker profit coverage and a dividend that is not well supported by current earnings. The market’s mixed price performance and the recent post‑earnings pullback suggest this latest report is material for how investors frame risk: softer profits, low current return on equity, but a share price that many still see as undervalued.

However, one key risk is that today’s thin margins persist longer than investors expect. Despite retreating, Robert Half's shares might still be trading 47% above their fair value. Discover the potential downside here.

Exploring Other Perspectives

With six fair value estimates from the Simply Wall St Community, ranging from US$25 to a very large US$49,991.88, you can see how far opinions diverge on Robert Half’s worth. Set that against the recent earnings compression and margin strain discussed earlier, and it becomes clear why different investors may reach very different conclusions about how quickly the business can rebuild profitability.

Explore 6 other fair value estimates on Robert Half - why the stock might be a potential multi-bagger!

Build Your Own Robert Half Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Robert Half research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Robert Half research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Robert Half's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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