RGP · RESOURCES CONNEC Q4 FY2026 earnings call record财报电话会记录

“Consistent with the prior quarter, our fourth quarter results were aligned with the outlook we provided for revenue, gross margin, and run rate SG&A expense.”

“In the fourth quarter, revenue for our North American markets served by our On-Demand Talent, Consulting, and Outsourced Services segments performed as we expected compared to the outlook we provided.”

“In addition to this operational view of our markets, we very recently completed a voice of the customer survey in which we surveyed 500 decision-makers and buyers from customers who are either currently working with RGP or who have worked with RGP in the past several years.”

“While there is a spectrum of data points for us to examine and act upon, we can take pride in having a strong Net Promoter Score, with 95% of our customers indicating their intent to increase or maintain their level of engagement with RGP.”

“In terms of refocusing our On-Demand Talent segment and scaling our Consulting segment, we made additional investments during the quarter, which we expect to drive future revenue growth.”

“Enterprise-wide average bill rate was $120 on a constant currency basis compared to $125 a year ago, with results reflecting the geographic mix of revenue during the quarter, including a greater contribution from the Asia Pacific region.”

“On-Demand Talent average bill rate grew to $145 from $143 a year ago, while Consulting's average bill rate grew to $163 from $159.”

“Segment adjusted EBITDA was $3.1 million or a 7.6% margin compared to $6.4 million or a 12.1% margin in the prior year quarter.”

“Consulting revenue was $36.6 million, down 23% year-over-year, which continued to pressure utilization and therefore gross margin and segment EBITDA.”

“Segment adjusted EBITDA was $2.3 million or a 6.3% margin compared to $8.3 million or 16.3% margin in the prior year quarter.”

“Segment adjusted EBITDA was $0.4 million or 2.1% margin compared to $1.9 million or 9% margin in the prior year quarter.”

“The survey that we did, our customers appreciate us, think of us highly, and said they intend to, 95% intend to engage with us at the same or higher levels.”