CBIZ Q4 Earnings Miss Expectations, Revenue Growth Falls Short
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy CBZ?
Source: seekingalpha
CBIZ Inc's stock fell by 10.35% as it crossed below the 5-day SMA, reflecting investor concerns following disappointing earnings results.
The company reported a Q4 Non-GAAP EPS of -$0.70, missing expectations by $0.04, which raises concerns about profitability. Additionally, revenue grew by 17.9% year-over-year to $542.67 million but fell short of expectations by $35.35 million, indicating challenges from market competition and customer demand fluctuations. The 2026 financial outlook remains cautious, with projected revenue between $2.8 billion and $2.9 billion, and adjusted EPS expectations between $3.75 and $3.85, although achieving these targets is uncertain.
These results may undermine investor confidence, leading to a significant drop in stock price as the market reacts to the company's performance and outlook.
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Analyst Views on CBZ
Wall Street analysts forecast CBZ stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 31.800
Low
60.00
Averages
60.00
High
60.00
Current: 31.800
Low
60.00
Averages
60.00
High
60.00
About CBZ
CBIZ, Inc. is a professional services advisor to middle-market businesses and organizations nationwide. It provides a range of accounting, tax, advisory, benefits, insurance, and technology services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of traditional accounting services, tax return preparation, administrative services, financial and risk advisory, consulting, valuation, and IT services. Benefits and Insurance Services provides brokerage and consulting along lines of service which include group health benefits consulting and brokerage, property and casualty brokerage, retirement plan advisory, payroll, human capital management, actuarial, life insurance, and other services. National Practices provides managed networking and hardware services consisting of installation, maintenance and repair of computer hardware. It also maintains a cyber risk management program.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CBIZ Q4 Earnings Miss Expectations with Revenue Growth
- Disappointing Earnings: CBIZ reported a Q4 Non-GAAP EPS of -$0.70, missing expectations by $0.04, indicating challenges in profitability that could undermine investor confidence.
- Weak Revenue Growth: Revenue increased by 17.9% year-over-year to $542.67 million, yet fell short of expectations by $35.35 million, reflecting intensified market competition and fluctuating customer demand.
- 2026 Financial Outlook: The company projects total revenue for 2026 to be between $2.8 billion and $2.9 billion, showing cautious optimism for growth compared to $2.76 billion in 2025.
- Adjusted Profitability Metrics: Expected adjusted EPS for 2026 is between $3.75 and $3.85, with adjusted EBITDA projected at $450 million to $460 million, although achieving these targets remains a concern.
See More
CBIZ to Announce Q4 and Full-Year Financial Results on February 25, 2026
- Earnings Announcement Schedule: CBIZ, Inc. will release its financial results for the fourth quarter and full year ended December 31, 2025, after market close on February 25, 2026, providing investors with critical financial data and future outlook.
- Conference Call Details: CEO Jerry Grisko and CFO Brad Lakhia will host a conference call at 5 p.m. (ET) on the same day to discuss the financial results, enhancing transparency and engaging with investors.
- Webcast and Replay: The conference call will be webcast live on CBIZ's investor relations page, with an archived replay available post-call, ensuring that investors who cannot participate live can still access important information.
- Company Background: CBIZ is a leading professional services advisor to middle-market businesses, employing over 9,500 team members across 23 major markets, dedicated to providing accounting, tax, advisory, and other professional services to help clients accelerate growth.
See More
CBIZ, Inc. Rated as One of 10 Most Undervalued Industrial Stocks with $60 Price Target
- Analyst Coverage: Deutsche Bank analyst Faiza Alwy initiated coverage of CBIZ, Inc. (NYSE:CBZ) on January 12 with a Hold rating and a price target of $60, which is below the median Wall Street target of $85, indicating a potential 33% upside from current levels.
- Market Challenges: Alwy highlighted that macroeconomic headwinds and execution-related issues led to significant stock underperformance in 2025, particularly due to elevated expectations following the Marcum acquisition, which further pressured the stock's performance.
- Leadership Changes: On December 18, CBIZ announced three new senior leaders to drive its growth strategy; however, these developments have yet to halt the stock's decline, testing investors' patience.
- Company Overview: Founded in 1987 and based in Independence, Ohio, CBIZ, Inc. provides insurance, financial, and advisory services across Canada and the United States, operating in various segments that showcase its diversified business model.
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Alight Inc and Other Industrials Stocks Oversold with RSI Near 30
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- Clarivate PLC Downgrade Impact: Goldman Sachs analyst downgrades Clarivate from Buy to Neutral and cuts the price target from $4.2 to $3.6, leading to a 19% stock drop in the past month, with an RSI of 29 suggesting a possible short-term rebound opportunity.
- CBIZ Inc New Rating: Deutsche Bank initiates coverage on CBIZ with a Hold rating and a price target of $60, despite a 16% stock decline over the past five days, with an RSI of 27.6 indicating signs of being undervalued.
- Market Signal Analysis: Benzinga Pro signals indicate a potential breakout for CBIZ shares, even as its stock dipped 2.6% to $44.97 on Wednesday, reflecting market interest and potential investment opportunities.
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CBIZ Appoints Three Senior Leaders to Drive Growth Strategy
- Executive Appointments: CBIZ has appointed Bruce Ditman as National Leader of Industries, David Fisher as Vice President of Artificial Intelligence, and Marina Margarucci as National Leader of Private Client Services, further enhancing the company's leadership and expertise in the professional services sector.
- Strategic Investment: These appointments reflect CBIZ's commitment to industry specialization, AI capability enhancement, and private client services, aiming to attract top talent to meet evolving client needs and drive overall company growth.
- Industry Experience: Bruce Ditman brings over 20 years of professional services experience, having served as Chief Marketing Officer at Marcum LLP, providing CBIZ with deep industry strategy and go-to-market execution capabilities.
- Innovation-Driven: David Fisher, who led the Global Audit Incubation Hub at KPMG LLP, is expected to accelerate CBIZ's enterprise AI strategy, enhancing client service quality and efficiency.
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Industry Overview: The consulting services industry is thriving due to economic strength, digital transformation, and the work-from-home trend, with companies like FTI Consulting, Exponent, and CBIZ showing strong growth potential.
Economic Recovery: The sector benefits from a resilient economy, with a 3.8% GDP growth in Q2 2025, and remains less disrupted by global uncertainties, as organizations seek guidance in navigating challenges.
Company Highlights: FTI Consulting has diversified operations and strong revenue growth; Exponent is capitalizing on technological innovation; and CBIZ is expanding through strategic acquisitions, enhancing its market position.
Market Performance: Despite the industry's strong fundamentals, it has underperformed the S&P 500 over the past year, with a current P/E ratio of 19.76X, indicating potential value for investors looking to enter the market.
See More
CBIZ Q4 Earnings Miss Expectations with Revenue Growth
- Disappointing Earnings: CBIZ reported a Q4 Non-GAAP EPS of -$0.70, missing expectations by $0.04, indicating challenges in profitability that could undermine investor confidence.
- Weak Revenue Growth: Revenue increased by 17.9% year-over-year to $542.67 million, yet fell short of expectations by $35.35 million, reflecting intensified market competition and fluctuating customer demand.
- 2026 Financial Outlook: The company projects total revenue for 2026 to be between $2.8 billion and $2.9 billion, showing cautious optimism for growth compared to $2.76 billion in 2025.
- Adjusted Profitability Metrics: Expected adjusted EPS for 2026 is between $3.75 and $3.85, with adjusted EBITDA projected at $450 million to $460 million, although achieving these targets remains a concern.
See More
CBIZ to Announce Q4 and Full-Year Financial Results on February 25, 2026
- Earnings Announcement Schedule: CBIZ, Inc. will release its financial results for the fourth quarter and full year ended December 31, 2025, after market close on February 25, 2026, providing investors with critical financial data and future outlook.
- Conference Call Details: CEO Jerry Grisko and CFO Brad Lakhia will host a conference call at 5 p.m. (ET) on the same day to discuss the financial results, enhancing transparency and engaging with investors.
- Webcast and Replay: The conference call will be webcast live on CBIZ's investor relations page, with an archived replay available post-call, ensuring that investors who cannot participate live can still access important information.
- Company Background: CBIZ is a leading professional services advisor to middle-market businesses, employing over 9,500 team members across 23 major markets, dedicated to providing accounting, tax, advisory, and other professional services to help clients accelerate growth.
See More
CBIZ, Inc. Rated as One of 10 Most Undervalued Industrial Stocks with $60 Price Target
- Analyst Coverage: Deutsche Bank analyst Faiza Alwy initiated coverage of CBIZ, Inc. (NYSE:CBZ) on January 12 with a Hold rating and a price target of $60, which is below the median Wall Street target of $85, indicating a potential 33% upside from current levels.
- Market Challenges: Alwy highlighted that macroeconomic headwinds and execution-related issues led to significant stock underperformance in 2025, particularly due to elevated expectations following the Marcum acquisition, which further pressured the stock's performance.
- Leadership Changes: On December 18, CBIZ announced three new senior leaders to drive its growth strategy; however, these developments have yet to halt the stock's decline, testing investors' patience.
- Company Overview: Founded in 1987 and based in Independence, Ohio, CBIZ, Inc. provides insurance, financial, and advisory services across Canada and the United States, operating in various segments that showcase its diversified business model.
See More
Alight Inc and Other Industrials Stocks Oversold with RSI Near 30
- Alight Inc Rating Adjustment: Keybanc analyst maintains an Overweight rating on Alight but lowers the price target from $6 to $2.5, resulting in a 20% stock decline over the past month, with an RSI of 29.4 indicating potential undervaluation.
- Clarivate PLC Downgrade Impact: Goldman Sachs analyst downgrades Clarivate from Buy to Neutral and cuts the price target from $4.2 to $3.6, leading to a 19% stock drop in the past month, with an RSI of 29 suggesting a possible short-term rebound opportunity.
- CBIZ Inc New Rating: Deutsche Bank initiates coverage on CBIZ with a Hold rating and a price target of $60, despite a 16% stock decline over the past five days, with an RSI of 27.6 indicating signs of being undervalued.
- Market Signal Analysis: Benzinga Pro signals indicate a potential breakout for CBIZ shares, even as its stock dipped 2.6% to $44.97 on Wednesday, reflecting market interest and potential investment opportunities.
See More
CBIZ Appoints Three Senior Leaders to Drive Growth Strategy
- Executive Appointments: CBIZ has appointed Bruce Ditman as National Leader of Industries, David Fisher as Vice President of Artificial Intelligence, and Marina Margarucci as National Leader of Private Client Services, further enhancing the company's leadership and expertise in the professional services sector.
- Strategic Investment: These appointments reflect CBIZ's commitment to industry specialization, AI capability enhancement, and private client services, aiming to attract top talent to meet evolving client needs and drive overall company growth.
- Industry Experience: Bruce Ditman brings over 20 years of professional services experience, having served as Chief Marketing Officer at Marcum LLP, providing CBIZ with deep industry strategy and go-to-market execution capabilities.
- Innovation-Driven: David Fisher, who led the Global Audit Incubation Hub at KPMG LLP, is expected to accelerate CBIZ's enterprise AI strategy, enhancing client service quality and efficiency.
See More
Zacks Industry Forecast for FTI, Exponent, and CBIZ
Industry Overview: The consulting services industry is thriving due to economic strength, digital transformation, and the work-from-home trend, with companies like FTI Consulting, Exponent, and CBIZ showing strong growth potential.
Economic Recovery: The sector benefits from a resilient economy, with a 3.8% GDP growth in Q2 2025, and remains less disrupted by global uncertainties, as organizations seek guidance in navigating challenges.
Company Highlights: FTI Consulting has diversified operations and strong revenue growth; Exponent is capitalizing on technological innovation; and CBIZ is expanding through strategic acquisitions, enhancing its market position.
Market Performance: Despite the industry's strong fundamentals, it has underperformed the S&P 500 over the past year, with a current P/E ratio of 19.76X, indicating potential value for investors looking to enter the market.
See More
