HURN
Huron Consulting Group Inc.179.14
+0.74+0.42%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
AI in 50% projects, backlog peak
Q&A largely reaffirmed prepared remarks on robust momentum, but quantified key tailwinds: backlog coverage at five-year high with multi-quarter projects boosting visibility, and AI now embedded in 50% of projects (up from 25%) driving 40% digital AI growth. Commercial strength traced to distressed advisory and AXIA supply chain demand, sans lumpy items. Management plans hiring in strategy/innovation, digital/AI skills, and managed services; Healthcare performance fees to rebound to mid-20s%. Larger integrated projects extend client stays. Buybacks to accelerate at current valuation. AI permeates half the book. Confident tone; watch bookings durability.
Key Stats
Market Cap
3.10BP/E (TTM)
30.01Basic EPS (TTM)
5.97Dividend Yield
0%Recent Filings
8-K
Q4 RBR up 11%, 2026 guidance
Huron reported Q4 revenues before reimbursable expenses up 11.3% to $432.3M, full-year RBR at record $1.66B (11.9% growth), driven by healthcare and commercial strength plus acquisitions. Adjusted EBITDA rose 19.7% to $68.0M in Q4; margins expanded. Returned $166.2M via 6.6% share repurchases. Guides 2026 RBR $1.78B-$1.86B. Strong execution shines.
10-K
FY2025 results
Huron Consulting crushed FY2025 with revenues before reimbursable expenses up 11.9% y/y to $1.66B, fueled by 10.7% Healthcare growth to $838M and 27.2% Commercial surge to $325M, yet Q4 momentum shone through $166M share repurchases—6.6% of shares outstanding. Acquisitions added $86M but organic growth hit 7.1%, with Consulting utilization climbing to 75.7% and Digital to 78.2%; margins expanded as adjusted EBITDA hit 14.3%. Strong cash flows supported $511M debt at year-end, Revolver availability at $579M. But talent wars rage: retaining managing directors is make-or-break.
8-K
Record Q3 revenues, raised guidance
Huron Consulting crushed Q3 2025 with revenues before reimbursable expenses up 16.8% to $432.4 million, fueled by 10.2% organic growth and acquisitions adding $28.3 million. Adjusted diluted EPS jumped 25% to $2.10 while margins expanded. Revenues grew across all segments. It raised full-year adjusted EPS guidance midpoint to $7.60.
10-Q
Q3 FY2025 results
Huron's Q3 revenues before reimbursable expenses jumped 16.8% y/y to $432.4M, with operating income up 17.8% y/y to $50.0M and diluted EPS rising 16.3% y/y to $1.71 (reconciles to 17,794 diluted shares). Healthcare led with 19.9% y/y revenue growth to $219.5M; acquisitions like Treliant (Jul 2025, $26.3M goodwill), WP&C (Sep 2025, $16.5M goodwill), and others added $102.8M goodwill and $53.7M intangibles (customer relationships amortized over 10 years). Cash swelled to $23.9M, operating cash flow hit $67.0M (9M YTD), yet debt climbed to $609.6M at 5.6% under the new $1.1B facility (Revolver availability $483.6M; covenants met at 2.30x leverage). Acquisitions fuel growth. Client retention softens in spots.
8-K
Huron boosts Q2 revenue, guidance
Huron Consulting reported Q2 2025 revenues before reimbursable expenses up 8.3% to $402.5 million, fueled by organic growth across segments and $13.1 million from the AXIA acquisition, though a $11.1 million pre-tax impairment on a third-party convertible debt investment dragged net income to $19.4 million. Adjusted EBITDA rose 8.8% to $60.6 million, utilization hit 77.0% for consulting, and Managed Services professionals surged 54.2%. The company hiked full-year guidance to $1.64-$1.68 billion in revenues and $7.30-$7.70 adjusted diluted EPS. Strong demand persists amid client disruptions.
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