Huron Consulting Group Inc. (HURN) Earnings History

Huron Consulting Group Inc. - Q4 FY2025 Earnings

Filed at: Feb 24, 2026, 4:12 PM EST|Read from source

EXECUTIVE SUMMARY

Huron Consulting Group Inc. reported strong fourth-quarter and full-year 2025 results, characterized by double-digit revenue growth driven by acquisitions and organic expansion, alongside significant improvements in adjusted EBITDA and adjusted diluted earnings per share. The company's strategic focus on deep client relationships, advanced technology expertise, and a balanced portfolio of offerings positions it well for continued growth opportunities in its key end markets.

POSITIVE HIGHLIGHTS

  • •

    Revenues before reimbursable expenses increased 11.3% to $432.3 million in Q4 2025, driven by strong demand in Healthcare and Commercial segments.

    positive
  • •

    Full year 2025 revenues before reimbursable expenses grew 11.9% to a record $1.66 billion.

    positive
  • •

    Adjusted EBITDA increased 19.7% to $68.0 million in Q4 2025 and 18.1% to $237.5 million for full year 2025.

    positive
  • •

    Adjusted diluted earnings per share increased 14.2% to $2.17 in Q4 2025 and 21.0% to $7.83 for full year 2025.

    positive
  • •

    The number of revenue-generating professionals increased 13.1% year-over-year, supported by acquisitions and hiring.

    positive
  • •

    Utilization rates for Consulting and Digital capabilities improved year-over-year.

    positive

CONCERNS & RISKS

  • •

    Net income decreased to $30.7 million in Q4 2025 from $34.0 million in Q4 2024, impacted by $2.2 million in contingent consideration remeasurement charges.

    attention
  • •

    Net income for full year 2025 decreased to $105.0 million from $116.6 million in 2024, impacted by $7.7 million in non-cash impairment charges related to a convertible debt investment.

    attention
  • •

    Diluted earnings per share decreased to $1.72 in Q4 2025 from $1.84 in Q4 2024, with an unfavorable $0.13 impact from contingent consideration remeasurement charges.

    attention
  • •

    Diluted earnings per share for full year 2025 decreased to $5.84 from $6.27 in 2024, with an unfavorable $0.43 impact from impairment charges.

    attention
  • •

    Revenues before reimbursable expenses in the Healthcare segment's Digital capability decreased.

    attention
  • •

    Organic revenue growth (excluding acquisitions and divested businesses) was 5.2% in Q4 2025, down from 10.2% in Q3 2025 and 16.8% in Q4 2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$432.28B
+11.3%
Prior year: $388.42B
Annual (YTD)
$1662.84B
N/A
Prior year: $1486.09B
Net Income
Quarterly
$30.65B
-9.8%
Prior year: $33.99B
Annual (YTD)
$105.04B
N/A
Prior year: $116.63B
EPS (Diluted)
Quarterly
$1.72
-6.5%
Prior year: $1.84
Annual (YTD)
$5.84
N/A
Prior year: $6.27
Operating Income
Quarterly
$50.18B
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
11.6%
Prior Year
12.1%
YoY Change
-50 bps
Net Margin
Current Quarter
7.1%
Prior Year
8.7%
YoY Change
-164 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Healthcare
0.0%
N/A
Education
0.0%
N/A
Commercial
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Healthcare
N/A———
Education
N/A———
Commercial
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$1780000.0B—$1860000.0B
Mid-point: $1820000.0B
adjusted EBITDA margin
14.5%—15.0%
Mid-point: 14.8%
"% of revenues before reimbursable expenses"
adjusted diluted earnings per share
$8.35—$9.15
Mid-point: $8.75

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Contingent consideration remeasurement charges
Net of tax
+$2.2M
$0.13 per share
Q4 2024
Gain on divestiture of Studer Education business
Net of tax
+$2.4M
$0.13 per share
FY 2025
Non-cash impairment charges related to convertible debt investment
Net of tax
+$7.7M
$0.43 per share
FY 2024
Litigation settlement gain
Net of tax
+$11.1M
$0.60 per share
Total Impact
+$23.4M$0.17 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

We finished 2025 with strong fourth-quarter results. Revenues before reimbursable expenses (RBR) grew 11% in the fourth quarter of 2025, driven by record RBR in the healthcare and commercial segments. We also continued our trajectory of margin expansion in the quarter.

— Huron Consulting Group Inc., Q4 FY2025 2025 Earnings Call

Full year RBR grew 12% over 2024, resulting in record RBR and a fifth consecutive year of growth. We are pleased with our continued margin and earnings per share expansion in 2025, including achieving adjusted diluted earnings per share growth of 21% over 2024.

— Huron Consulting Group Inc., Q4 FY2025 2025 Earnings Call

Our market-tested strategy, balanced portfolio of offerings, and strong execution by our highly talented team has delivered strong multi-year financial performance for our business and our shareholders consistent with the financial goals outlined at our investor day.

— Huron Consulting Group Inc., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Number Of Revenue Generating Professionals Consulting
2.2K
+28.1% YoY
Prior year: 1.7K
professionals
Number Of Revenue Generating Professionals Digital
3.1K
+4.3% YoY
Prior year: 3.0K
professionals
Number Of Revenue Generating Professionals Managed Services
2.2K
+46.3% YoY
Prior year: 1.5K
professionals
Utilization Rate Consulting
77.7
+0.7% YoY
Prior year: 77.2
%
Utilization Rate Digital
79.7
+2.6% YoY
Prior year: 77.7
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.