Record Q2 Revenue and Raised 2026 Guidance Highlight Huron's Broad-Based Momentum

summarizeSummary

Record Q2 2026 revenue of $465.6M (up 15.7% YoY) and raised full-year guidance reflect broad-based demand and margin improvement. Year-to-date share repurchases total $208.6M, reducing the share count by 9%.

check_boxKey Events · Earnings and Guidance · HURN

• Record Q2 Revenue and Earnings

  Revenues before reimbursable expenses (RBR) rose 15.7% to $465.6M, with net income up 60.8% to $31.2M. Diluted EPS jumped 75.2% to $1.91; adjusted diluted EPS grew 30.2% to $2.46.

• Full-Year Guidance Raised

  Management increased 2026 RBR guidance to $1.85B–$1.89B, adjusted EBITDA margin to 14.5%–15.0%, and adjusted diluted EPS to $9.00–$9.40, reflecting confidence in sustained demand.

• Aggressive Share Repurchases

  Huron returned $208.6M to shareholders in H1 2026 by repurchasing 1.6M shares (9.0% of outstanding), including $53.1M in Q2, significantly boosting per-share metrics.

• Broad-Based Organic Growth

  All three segments grew: Healthcare +17.4%, Education +7.8%, Commercial +24.6%. Organic RBR growth was 10.8% in Q2, excluding $19.5M from acquisitions.

auto_awesomeAnalysis · HURN · Trade & Services

A standout quarter saw revenue climb 15.7% to a record $465.6 million, fueled by organic growth across all three segments. Earnings per share surged 75.2% to $1.91, aided by a favorable comparison against a prior-year impairment charge, yet adjusted EPS still rose 30.2% to $2.46. Confidence in sustained demand prompted management to lift the full-year revenue and earnings outlook. Meanwhile, aggressive buybacks—$208.6 million year-to-date, retiring 9% of outstanding shares—amplify the per-share impact for remaining investors. The combination of accelerating organic growth, margin expansion, and capital return makes this a thesis-affirming report.