Robert Half
Global staffing firm placing temp and permanent workers, plus Protiviti consulting arm.
Robert Half keeps its top ranking and specialized niche, but rivals are growing while it shrinks, leaving the AI erosion question unresolved going into July earnings.
Robert Half finds workers for companies through temporary staffing and consulting services. The company has a strong brand and handles specialized placements that need human judgment, which are hard to replace quickly. However, AI tools and larger competitors like ManpowerGroup and Adecco are taking business by automating the simple parts of hiring (like reading resumes and finding candidates), and Robert Half's revenue is shrinking. The key question is whether the company can cut costs fast enough and grow its specialized, high-touch consulting work before AI automation eats away more of its core business.
Whether Q3 2026 guidance shows y/y growth in consolidated income and EPS as management committed. Tests if cost cuts and mix shift can offset AI erosion and peer share gains.
ManpowerGroup and Adecco Q3/Q4 2026 revenue growth rates compared to Robert Half's. Shows if the growth gap to direct staffing rivals is widening or narrowing.
- FY2025 revenue $5.38B, down 7.2% y/y
- ManpowerGroup Q2 2026 revenue up 7.5% y/y
- Stock 52-week range $21.83 to $43.26
- Revenue decline of 7.2% in FY2025 continuing into 2026 despite cost cuts.
- AI automation eroding commoditizable resume screening and sourcing functions.
- Losing share to faster-growing peers ManpowerGroup and Adecco.
- Active FLSA wage litigation filed March 2026 in Arizona federal court.
- U.S. regulatory headwinds pressuring Protiviti risk and compliance consulting demand.
| Rival | Direction | Evidence |
|---|---|---|
| ManpowerGroup | losing to | ManpowerGroup grew revenue 7.5% y/y in Q2 2026 while Robert Half revenue declined, reported July 22, 2026 |
| Adecco Group | losing to | Adecco outpaced staffing peers by 245 basis points in 2025 revenue growth, per company report March 2026 |
| Randstad | losing to | Randstad operates at multiples of Robert Half's revenue scale in the same specialized staffing market, 2026 estimates |
| AI-native sourcing platforms (LinkedIn, Indeed) | losing to | Management flagged automation pressures eroding core sourcing and screening demand, July 10, 2026 |
- Is Robert Half profitable in 2026?
- Robert Half remains profitable but shrinking: Q1 2026 net income was $14 million ($0.14 EPS), down from $17 million a year earlier, on revenue of $1.300 billion, down 4% to 6% year over year, as of April 23, 2026.
- Is Robert Half losing market share to competitors?
- Yes. Robert Half's FY2025 revenue fell 7.2% to about $5.38 billion while ManpowerGroup grew 7.5% year over year in its most recent reported quarter (July 2026) and Adecco outpaced peers by 245 basis points in 2025, per company reports.
- Could AI replace Robert Half recruiters?
- Robert Half's own survey found 67% of HR leaders say AI-generated applications are slowing hiring, and management has flagged automation pressures as a risk to core staffing demand, as of July 10, 2026, though high-touch placement and Protiviti consulting remain harder to automate.
- Who owns Robert Half?
- Robert Half Inc. is a standalone publicly traded company on the NYSE under ticker RHI, with no parent company; it owns subsidiary Protiviti, a global risk and consulting firm founded in 2002, as of July 2026 filings.
- What is Robert Half's biggest competitor?
- ManpowerGroup, Adecco Group, and Randstad are Robert Half's closest rivals in specialized staffing; each is far larger by revenue, and ManpowerGroup posted 7.5% year over year revenue growth versus Robert Half's declines, reported July 22, 2026.
- Has Robert Half had layoffs in 2026?
- Robert Half announced $30 million in annualized cost savings tied to a Q2 2026 severance charge, following FY2025 revenue decline of 7.2% to $5.38 billion, though overall global headcount stayed roughly flat at 67,616 as of December 2025.
- 2026-07-23Robert Half scheduled to release Q2 2026 earnings after market close
- 2026-07-20Analyst consensus projects Q2 2026 revenue of $1.32B, down 3.4% y/y
- 2026-07-10Buy upgrade issued citing cost cuts and possible labor-market bottom
- 2026-05-27UK unit reports AI Engineer job postings up 81% year over year
- 2026-05-25Management guides to y/y growth in income and EPS for Q3 2026
- 2026-05-07Robert Half wins two Stevie Awards including Best AI/ML Solution
- 2026-05-05Robert Half ranks No. 1 on Forbes recruiting firms list for 8th year
- 2026-04-23Q1 2026 revenue reported at $1.300B, down 4-6% y/y
- 2026-03-10Survey finds 67% of HR leaders say AI applications slow hiring
- 2025-05Magallon v. Robert Half FCRA class action settled for $4.38 million
- Robert Half (RHI) Revenue 2005-2026 (2026-06-27)
- ROBERT HALF REPORTS FIRST-QUARTER FINANCIAL RESULTS (2026-04-23)
- Robert Half (RHI) Q2 2026 Preview (2026-07-20)
- What To Look For From RHI (2026-07-22)
- Robert Half Ranks No. 1 on Forbes List (2026-05-05)
- gurufocus.com (2026-07-22)
- High ROE & Robust Liquidity Position Aid RHI Amid High Competition (2026-07-15)
- As the Role of AI in Hiring Grows... (2026-03-02)
- Robert Half wins two Stevie awards (2026-05-07)
- Did Cost Cuts and Analyst Upgrade Just Shift Robert Half's (RHI) Margin Resilience Narrative? (2026-07-10)
- UK firms battle for AI talent (2026-05-27)
- Robert Half survey: 67% of HR leaders... (2026-03-10)