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Resources Connection
Resources Connection (RGP) investor relations material
Resources Connection Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary7 Jan, 2026
Executive summary
Revenue declined 19.2% year-over-year to $117.7 million, with a net loss of $12.7 million, reflecting lower billable hours, challenging market conditions, and leadership transition costs.
Adjusted EBITDA margin was 3.4% for the quarter, down from 6.6% in the prior year.
Leadership transition completed with a new CEO, incurring related severance and transition costs.
Strategic priorities include cost alignment, refocusing on-demand offerings, scaling consulting, and integrating AI and automation.
Cash dividends of $0.07 per share were declared.
Financial highlights
Q2 consolidated revenue was $117.7 million, down 18.4%–19.2% year-over-year on a constant currency basis.
Gross margin was 37.1%, impacted by higher healthcare costs, holiday pay, and lower consultant utilization.
Adjusted EBITDA reached $4 million (3.4% margin), exceeding expectations despite lower revenue.
GAAP net loss was $12.7 million, including $11.9 million in one-time CEO transition and reduction in force expenses.
Cash and cash equivalents at quarter-end: $89.8 million; no outstanding debt.
Outlook and guidance
Q3 revenue expected between $105 million and $110 million, reflecting seasonality and pipeline trends.
Gross margin guidance for Q3 is 35%-36%, with SG&A expected at $40 million-$42 million, plus $6 million-$7 million in non-cash and restructuring costs.
Ongoing transformation initiative aims to reduce annual SG&A run rate by $6–8 million, with further cost actions expected through fiscal 2026.
Management expects continued revenue pressure due to elongated sales cycles and macroeconomic uncertainty, but is focused on value-based pricing and operational efficiency.
AI impact on specific roles and skill evolution
Consulting growth areas and talent acquisition
On-Demand turnaround strategy and skill focus
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Next Resources Connection earnings date
Q3 20261 Apr, 2026
Resources Connection
Next Resources Connection earnings date
Q3 20261 Apr, 2026
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Frequently asked questions
Resources Connection, Inc., through its subsidiaries, provides diversified consulting services worldwide. Its Consulting Services segment offers advisory and implementation services to business process, information technology infrastructure, and human capital needs of global clients. The company was founded in 1996 and is headquartered in Irvine, California.
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