Huron Consulting Group Inc.
Huron Consulting Group Inc. Q4 FY2025 earnings call
February 25, 2026 · fiscal period ended 2025-12
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-02-25
Management highlights
Mark Hussey mentioned strong fourth quarter and full year 2025 results, margin expansion, record adjusted diluted earnings per share. Discussed strategic pillars: sustain growth in healthcare and education, grow commercial business, advance integrated digital platform, focus on margins and balance sheet, recognize people. John Kelly detailed financial results by segment, balance sheet and cash flows
Segment performance
Fourth quarter 2025 RBR grew 11%, full year RBR grew 12%. Healthcare segment: Q4 RBR grew 10% over prior year, full year RBR $838M (+11% over 2024). Education segment: Q4 RBR flat vs Q4 2024, full year RBR grew 5.5% to $500.2M. Commercial segment: Q4 RBR grew 37% over prior year, full year RBR $325M (+27% over 2024) and ~20% of total company RBR. Digital capability RBR grew 4% in Q4 and 10% full year 2025, representing 41% of total company RBR in 2025
Guidance
2026 RBR guidance $1.78B - $1.86B, adjusted EBITDA margin 14.5% - 15% of RBR, adjusted diluted earnings per share $8.35 - $9.15. Expect cash flows from operations $220M - $260M, capital expenditures ~$30M - $40M, free cash flows $180M - $220M, weighted average diluted share count 17.2M - 17.8M shares, effective tax rate 28% - 30%
Q&A highlights
Q: On Commercial, details on revenue growth and organic growth, A: Strong quarter with no lumpy items, momentum in AXIA and strategy/innovation.
Q: On guidance conservatism, A: Normal caution, but backlog coverage and pipeline give confidence.
Q: On AI, A: Most projects have AI element, digital and data analysis up 40% year-over-year.
Q: On backlog coverage, A: Higher than typical, larger projects span multiple quarters.
Q: On headcount addition areas, A: Healthcare, strategy/innovation, digital, managed services.
Q: On hospital customer focus, A: Financial health transformation.
Q: On performance fees, A: Expected uptick to mid-20% range.
Q: On larger projects in Healthcare, A: Start with single areas and expand.
Q: On acquisition contingent consideration, A: AXIA, Eclipse Insights, Wilson Perumal outperforming.
Q: On share repurchase, A: Likely more aggressive buybacks at current price
Key numbers
Reported versus consensus
Earnings calendar feed
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Transcript
February 25, 2026Full transcript unavailable for redistribution
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