Broad-Based Demand Lifts Huron Q2 Revenue 16%, EPS Surges 75% as Margins Expand
HURN sits 43% above its 52-week low of $84.875.
Summary
Huron Consulting posted Q2 2026 revenue of $465.6M (up 15.7% YoY) and diluted EPS of $1.91 (up 75.2%), driven by broad-based demand and margin improvement. The company repurchased $53.1M in shares and closed the RelateCare acquisition.
Key Events · Earnings and Guidance · HURN
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Revenue Growth Accelerates
Revenues before reimbursable expenses (RBR) rose 15.7% to $465.6M, with Healthcare up 17.4%, Education up 7.8%, and Commercial up 24.6%. Organic growth was 10.8% excluding acquisitions.
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Earnings Surge
Net income jumped 60.8% to $31.2M, and diluted EPS increased 75.2% to $1.91. Adjusted diluted EPS rose 30.2% to $2.46, reflecting strong operating leverage.
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Margin Expansion
Adjusted EBITDA margin improved to 15.6% from 15.1% a year ago, driven by higher utilization rates (Consulting 81.3%, Digital 81.8%) and operating efficiency.
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Aggressive Share Repurchases
The company repurchased 438,456 shares for $53.1M in Q2, reducing diluted share count by 7.8% YoY. $92.0M remains under the $900M authorization.
Analysis · HURN · Trade & Services
A standout quarter for Huron saw revenue before reimbursable expenses climb 15.7% to $465.6 million, fueled by double-digit growth across all three segments. Net income surged 60.8% to $31.2 million, while the adjusted EBITDA margin expanded to 15.6%. Aggressive share repurchases totaling $53.1 million reduced the share count, amplifying EPS growth. Despite higher debt from the RelateCare acquisition and buybacks, the balance sheet remains well-managed with leverage at a comfortable 2.82x. These results confirm strong execution and sustained demand momentum, particularly in Healthcare and Commercial consulting.
At the time of this filing, HURN was trading at $121.37 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $2B. The 52-week trading range was $84.88 to $186.78. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.