CBIZ is withdrawing fiscal 2026 guidance and has suspended further updates due to the pending acquisition.
Revenue and earnings drivers
Investments and integration - The company said it made significant investments in integrating Marcum, expanding AI capabilities, and enhancing its go-to-market approach.
New business momentum - It cited new client wins and cross-serving across banking, construction, real estate, and food & beverage markets.
Global delivery expansion - The acquisition of BINDZ added India-based professionals and a scalable global delivery platform, which the company said unlocks margin expansion levers.
Key details and analyst coverage
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$682.21 mln
$697.96 mln (6 Analysts)
Q2 Adjusted EPS
Beat
$0.91
$0.80 (6 Analysts)
Q2 Net Income
$18.60 mln
Q2 Adjusted EBITDA
$103.15 mln
Q2 Operating Expenses
$609.77 mln
Q2 Operating Income
$34.07 mln
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell".
CBZ•
