Insperity Announces Third Quarter Results
Insperity reported Q3 2026 revenue of $1.7 billion, up 2% YoY, as a 2% decline in average paid WSEEs to 307,265 was offset by 4% higher revenue per WSEE from pricing. The margin-recovery plan drove a 95% improvement in the net loss to $1 million, with adjusted EBITDA up 210% to $31 million and adjusted EPS swinging to $0.22 from $(0.20). Operating expenses fell 5% on reduced corporate headcount. Management updated full-year 2026 guidance to adjusted EPS of $1.93-$2.28 (up 87-121% YoY) and adjusted EBITDA of $194-$214 million, and highlighted AI as a potential demand driver for its HR solutions.
Key figures
- Revenue
- 1651000000
- Guidance
- FY2026 adjusted EPS $1.93-$2.28 (up 87-121% YoY); FY adjusted EBITDA $194-$214M (up 48-63%); Q4 adjusted EPS $0.07-$0.42; Q4 adjusted EBITDA $24-$44M; average WSEEs 305,500-306,000 FY
- Revenue Yoy
- 2%
- Net loss q3
- -1000000
- Adjusted cash
- 119000000
- Ytd net income
- 36000000
- Adjusted eps q3
- 0.22
- Buyback cost q3
- 6000000
- Gross profit q3
- 207000000
- Adjusted ebitda q3
- 31000000
- Wsee change yoy q3
- -2%
- Average paid wsees q3
- 307265
- Shares repurchased q3
- 131000
- Adjusted ebitda yoy q3
- 210%
- Credit facility borrowings
- 420000000
AI analysis
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