Resources Connection, Inc. (RGP)

Resources Connection’s adjusted EPS topped expectations while revenue came in line in the fourth fiscal quarter of 2026, reported July 22, 2026, as revenue fell 23.8% to about $106.1 million. The revenue print of $106.1 million was in line with the $106.8 million consensus (-0.6%), and was down from $139.3 million a year ago, while adjusted EPS of -$0.07 topped the -$0.11 estimate by $0.04. Profitability remained pressured, with gross profit of about $41.0 million translating to a gross margin of ~39%, and operating income of roughly -$15.3 million leaving operating margin at -14.4%. Net income was about -$16.1 million, improving 78.1% year over year from -$73.3 million. The company generated operating cash flow of roughly $2.4 million and paid about $2.4 million in dividends. Consensus for the next period calls for EPS of -$0.17 on revenue of $100.0 million.