HURN Huron Consulting Group Inc.
Price Chart
Executive Summary
Huron reported Q1 2026 RBR of $443.7M (+12.1% YoY, +1.5% vs $437.1M consensus) and adjusted diluted EPS of $1.73 (+3.0% YoY, +8.1% vs $1.60 consensus). Full-year 2026 guidance was affirmed, with RBR expected $1.78B-$1.86B and adjusted EPS $8.35-$9.15. Net income declined slightly due to an unfavorable tax comparison, but adjusted EBITDA expanded 22% to $50.6M, reflecting ongoing operating leverage.
Key Financial Metrics
Actionable Insight
The EPS beat and margin expansion should support a modest positive reaction, but lack of guidance raise and declining GAAP net income cap upside. Monitor organic growth trajectory and debt levels in coming quarters.
Key Facts
- Q1 2026 RBR grew 12.1% YoY to a record $443.7M, with 7.3% organic growth
- Adjusted diluted EPS of $1.73 beat consensus of $1.60 by 8.1%
- GAAP diluted EPS of $1.34 was essentially flat YoY ($1.33), impacted by $3.8M income tax expense vs a $3.1M benefit in Q1 2025
- Adjusted EBITDA increased 22% to $50.6M, with margin expansion of 90 bps to 11.4% of RBR
- Full-year 2026 guidance affirmed: RBR $1.78B-$1.86B, adjusted EBITDA margin 14.5%-15.0%, adjusted EPS $8.35-$9.15
- Huron repurchased $155.5M of shares in Q1 2026, reducing diluted share count by ~5.8% YoY
- Long-term debt increased to $834.7M from $489.7M at year-end 2025, partly funding share repurchases
Financial Impact
Adjusted EPS beat of $0.13 on $1.73 vs $1.60 consensus; revenue beat of $6.6M on $443.7M vs $437.1M consensus
Risk Factors
- Organic growth slowing from 7.3% if acquisitive contributions fade
- Increased debt load ($834.7M) may pressure interest coverage if rates remain elevated
- Digital utilization rate declined to 74.8% from 78.2% YoY, signaling potential headwinds in that segment
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001289848-26-000080 |
| Document: hurn-20260505.htm | 0001289848-26-000080 |
| Document: 0001289848-26-000080-index-headers.html | 0001289848-26-000080 |
| Document: 0001289848-26-000080-index.html | 0001289848-26-000080 |
| Document: 0001289848-26-000080.txt | 0001289848-26-000080 |
| 8-K Data (Synthetic) | 0001289848-26-000080 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 11, 2026
29d ago
|
144
| $115.94 $108.13 | ▼ −6.74% | ▼ −6.65% | $109.65 (−5.43%) |
|
May 11, 2026
4w ago
|
Insider Cluster
| $115.94 $108.13 | ▼ −6.74% | ▼ −6.65% | $109.65 (−5.43%) |
|
May 5, 2026
5w ago
|
8-K
| $120.11 $110.23 | ▼ −8.23% | ▼ −9.36% | $109.65 (−8.71%) |
|
Apr 29, 2026
5w ago
|
DEFA14A
| $128.48 $132.22 | ▲ +2.91% | ▼ −0.20% | $109.65 (−14.66%) |
|
Apr 2, 2026
9w ago
|
144
| $130.35 $120.58 | ▼ −7.50% | ▼ −11.11% | $109.65 (−15.88%) |
|
Apr 1, 2026
9w ago
|
144
| $128.23 $124.29 | ▼ −3.07% | ▼ −6.84% | $109.65 (−14.49%) |
|
Apr 1, 2026
10w ago
|
Insider Cluster
| $128.23 $124.29 | ▼ −3.07% | ▼ −6.84% | $109.65 (−14.49%) |
|
Mar 20, 2026
11w ago
|
DEFA14A
| $129.87 $122.64 | ▼ −5.57% | ▼ −3.42% | $109.65 (−15.57%) |
|
Feb 24, 2026
15w ago
|
8-K
| $133.31 $148.25 | ▲ +11.21% | ▲ +12.31% | $109.65 (−17.75%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access