Earnings Releases·Oct 29, 2026, 8:06 AM ET

Insperity — Third Quarter 2026 Earnings Summary

Q3 2026 revenues rose 2% to $1.651 billion and adjusted EBITDA surged 210% to $31 million, while the reported net loss narrowed 95% to $1 million and adjusted EPS improved 210% to $0.22.
Full-year 2026 adjusted EPS guidance was set at $1.93 to $2.28 (up 87% to 121% YoY) and adjusted EBITDA guidance at $194 million to $214 million (up 48% to 63% YoY), with average WSEE expected to decline 1.3% to 1.5%.
Capital return activities in the first nine months included $10 million in share repurchases (131,000 shares in Q3) and $69 million in dividends, alongside $26 million in capital expenditures.
Management highlighted margin recovery progress driven by higher pricing and expense discipline, noting a strategic partnership with Workday and anticipated AI-driven demand growth despite competitive labor market pressures.