Huron Consulting Q4 EPS Jumps 11.9% to $2.17; Revenues $432.3M

HURNHURN

Huron Consulting delivered adjusted Q4 EPS of $2.17 versus $1.94 expected, marking an 11.9% surprise, while revenue rose 11.3% year-over-year to $432.28 million, missing estimates by 0.15%. Shares have declined 26.5% year-to-date, with next-quarter consensus EPS at $1.78 on $439.71 million revenues.

1. Q4 Financial Results

Huron Consulting posted adjusted Q4 EPS of $2.17, up from $1.90 a year earlier and above the $1.94 consensus, delivering an 11.9% earnings surprise. Revenue increased 11.3% to $432.28 million but fell short of estimates by 0.15%.

2. Historical Surprise and Stock Impact

This marks the fourth consecutive quarter of EPS outperformance, following a +12.9% surprise in Q3, while shares have underperformed broader markets, slipping 26.5% year-to-date against a flat S&P 500. Investor focus will be on management commentary for sustainability of this price movement.

3. Outlook and Analyst Estimates

Analysts forecast next-quarter EPS of $1.78 on $439.71 million in revenue and full-year EPS of $8.73 on $1.82 billion in sales, with consensus revisions positioning Consulting Services in the bottom 34% of industries. Attention will turn to guidance updates and estimate trends on the upcoming earnings call.

Sources

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