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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
CBIZ
CBIZ (CBZ) investor relations material
CBIZ Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved 52% year-over-year revenue growth in 2025, primarily driven by the Marcum acquisition and successful integration, with approximately 2% organic growth amid soft market conditions and post-merger productivity losses.
Adjusted Diluted EPS for 2025 was $3.61, in line with guidance, and net income rose 181.3% to $115.4M.
Integration of Marcum largely completed, unlocking synergies double initial expectations and positioning for sustainable long-term growth.
Strategic focus for 2026 includes talent acquisition, brand elevation, industry specialization, cross-serving, and expanded service offerings.
Investments in AI, automation, and offshoring are expected to enhance efficiency, client experience, and profitability.
Financial highlights
Full-year revenue reached $2.8B in 2025, up from $1.81B in 2024, with fourth quarter revenue at $543M.
Adjusted EBITDA for 2025 was $447M (16.2% margin), up 125.5% year-over-year, with a margin increase of 530 basis points.
Adjusted EPS for 2025 was $3.61, up 79.6% year-over-year.
Free cash flow rose to $176M, with conversion at 40% due to integration costs.
Repurchased 2.5M shares for $168M; board authorized up to 5M additional repurchases.
Outlook and guidance
2026 revenue expected between $2.8B and $2.9B, representing 2%-5% growth, with project-based work as the main variable.
Adjusted EBITDA guidance is $450M-$460M; adjusted EPS expected at $3.75-$3.85.
Free cash flow projected at $270M-$290M, with ~60% conversion at the midpoint.
Integration costs in 2026 expected at $70M-$80M, with capital expenditures elevated due to facility optimization.
Effective tax rate expected at 28.5%; diluted share count ~62M.
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Next CBIZ earnings date
Q1 202623 Apr, 2026
CBIZ
Next CBIZ earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
CBIZ, Inc. provides professional business services, products, and solutions that help its clients succeed economically. The company is nationally recognized as one of the leading providers of accounting, tax and consulting services to small and medium-sized businesses. CBIZ's primary service offerings include accounting and tax, financial advisory services (including valuation services and mergers and acquisitions), employee benefit plan services, payroll, health care consulting, human capital services (including managed HR, recruiting, and talent management), property and casualty insurance brokerage (including risk management), benefits and insurance consulting services (including captive insurance and healthcare reform compliance), private client services (including trust administration and investment management), retirement plan consulting and administration, technology solutions (including hosted IT solutions), and property appraisal. CBIZ combines its resources with those of Mayer Hoffman McCann P.C., which delivers accounting solutions to clients across the nation through MHM's network of offices throughout the United States.
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