Insperity Inc

ManpowerGroup topped Q2 earnings among seven professional staffing and HR solutions companies tracked, with revenues of $4.86 billion, up 7.5% year on year and exceeding analyst expectations by 2.9%. The group's revenues beat consensus estimates by 2.3% on average, while next-quarter guidance came in 2% below. First Advantage also outperformed with revenues of $448.8 million, up 14.9% and beating estimates by 8.2%, while Barrett Business Services was the weakest, with revenues of $319.3 million, up 3.8% but missing EPS estimates significantly. Robert Half reported revenues of $1.34 billion, down 2.4% but beating estimates by 1%, and Insperity posted revenues of $1.69 billion, up 1.7% and topping expectations by 0.7%. Since reporting, ManpowerGroup shares have risen 59.2% to $62.13, while Barrett shares have fallen 14.9% to $34.15.

Insperity reported second quarter 2026 earnings with modest sales growth, a return to quarterly profitability, fresh guidance, and new capital actions including share repurchases and a shelf registration. The stock has climbed strongly this year, posting a 77.39% three-month share price return and a 31.05% year-to-date return, though the five-year total shareholder return remains down 40.51%. The most followed valuation narrative pegs fair value at $43.75, labeling the stock overvalued at the latest close of $50.61, while a discounted cash flow model suggests a fair value of $166.67, implying deep undervaluation. The upcoming launch of Insperity HRScale, a joint solution with Workday targeting the mid-market segment, is expected to support higher revenue growth and improved operating leverage.