Resources Connection, Inc. (RGP) Earnings
Resources Connection, Inc. is expected to report next earnings on July 22, 2026 (in NaN days), with a consensus EPS estimate of $-0.11. RGP has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +485.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 8, 2026 | $-0.05 | $-0.09 | -80.0% | $108M | -0.2% |
| Jan 7, 2026 | $-0.02 | $0.06 | +400.0% | $118M | +8.8% |
| Oct 8, 2025 | $-0.15 | $0.03 | +120.0% | $120M | +0.3% |
| Jul 24, 2025 | $0.01 | $0.16 | +1500.0% | $139M | +16.2% |
| Apr 2, 2025 | $-0.10 | $-0.08 | +20.0% | $129M | -3.8% |
| Jan 2, 2025 | $0.02 | $0.18 | +800.0% | $146M | +3.1% |
| Oct 1, 2024 | $-0.09 | $-0.17 | -100.0% | $137M | -0.7% |
| Jul 18, 2024 | $0.07 | $0.28 | +300.0% | $148M | +5.4% |
| Apr 3, 2024 | $0.06 | $0.17 | +209.1% | $151M | +7.5% |
| Jan 3, 2024 | $0.11 | $0.14 | +27.3% | $163M | +0.7% |
| Oct 4, 2023 | $0.12 | $0.20 | +66.7% | $170M | +0.0% |
| Jul 24, 2023 | $0.35 | $0.44 | +25.7% | $184M | +1.9% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q3 FY2026 · April 8, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Good afternoon, ladies and gentlemen, and welcome to the RGP conference call. Roger Carlisle mentions five months as CEO, optimism growing, interactions with employees, shareholders, clients confirm strength of business, strategy of service delivery modes as competitive differentiator. Four strategic priorities: refocus on-demand talent, scale consulting, simplify operations, align cost structure. Made focused hires in on-demand and consulting, added key leaders Jessica Block (CIO) and Prashant Lamba (CAIO). Refocus on-demand talent: added sales leadership in regions, growing sales team, adding on-demand team members in ERP, finance, data, etc. Scale consulting: integrated legacy consulting units, led by Scott Rotman, unified business focused on CFO and CIO needs. Simplification strategy: added Prashant Lamba to simplify tech processes, integrated consulting business, signed binding agreement to dispose Citrix Crisis Communications. Cost alignment: reduced cost structure, expect $12 - $14M annual savings, reinvesting some in growth areas
Guidance
Early fourth quarter weekly revenue trends are tracking below third quarter levels. Based on current visibility, we expect fourth quarter revenue in the range of $104 to $109 million. We expect growth margin in the fourth quarter to be between 36.5 and 37.5 percent. Run rate SG&A expenses for the fourth quarter are expected to be in the range of $39 to $41 million. Non-run rate and non-cash expenses are expected to be in the range of $13 to $15 million. Expect revenue growth in fiscal year 2027, with reinvestments in key areas
Segment performance
On-demand talent: Revenue is $40.9 million, a decline of 16.3% from the prior year quarter. Segment-adjusted EBITDA increased to $2.9 million, or a 7% margin. Consulting: Revenue is $36.9 million, down 32.5% year-over-year. Segment adjusted EBITDA was $1.7 million or 4.6% margin. Europe and Asia Pacific: Revenue was $18.1 million compared to $18.6 million a year ago, a decline of 5.8% on a same-day constant currency basis. Segment adjusted EBITDA was $0.8 million. Outsource services: Revenue was $9.5 million, down 1.7% on a same-day basis from the prior year quarter. Segment adjusted EBITDA was $1.4 million or a 15.1% margin
Risks & headwinds
Client decision-making deliberate, larger and complex work sales cycles long. Impact of Iran conflict on clients' attitudes and plans uncertain. Citric disposition and separation costs as non-run rate and non-cash expenses