Consulting firm Huron beats Q2 revenue estimates, acquires Treliant

Overview

• Huron Q2 2025 revenue grows 8.3% yr/yr to $402.5 mln, beating analyst expectations, per LSEG data

• Adjusted EPS for Q2 rises 12.5% to $1.89, exceeding analyst expectations, per LSEG data

• Huron increases full-year 2025 revenue and adjusted EPS guidance, reflecting growth confidence

• Acquires Treliant, a leading advisory and managed services partner to the financial services industry

Outlook

• Huron increases 2025 revenue guidance to $1.64 bln-$1.68 bln

• Company expects 2025 adjusted EPS of $7.30-$7.70

• Huron anticipates 2025 adjusted EBITDA margin of 14.0%-14.5%

• Company cites market disruption in core end markets

Result Drivers

• ORGANIC GROWTH - Revenue growth driven by organic growth across all operating segments, particularly Digital capabilities in Commercial and Education, and Consulting and Managed Services in Healthcare and Education

• AXIA ACQUISITION - Acquisition of AXIA Consulting contributed $13.1 mln to revenue growth

• IMPAIRMENT CHARGE - Non-cash impairment charge related to convertible debt investment negatively impacted net income and EPS

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the business support services peer group is "buy."

• Wall Street's median 12-month price target for Huron Consulting Group Inc is $169.00, about 21.9% above its July 30 closing price of $131.93

• The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw9ZG7B4a