NSP

Insperity reported Q2 2026 adjusted earnings of 34 cents per share, up 31% YoY and beating consensus by 3%, with revenues of $1.69B. The company expanded HRScale adoption to nearly 8,000 WSEEs and increased working capital to $180M. However, the company faces headwinds from intense PEO competition, a 1% decline in average paid WSEEs, and elevated debt levels of $419M.

Insperity (NSP) shares have surged 78.1% over six months, significantly outperforming the industry's 46.6% growth. The company's HRScale platform has expanded to nearly 8,000 worksite employees in sold accounts, providing a new growth avenue. NSP also demonstrated cost discipline with an 8% year-over-year reduction in operating expenses while maintaining a consistent 60-cent quarterly dividend and strong liquidity position.

ManpowerGroup (MAN) fell 15% after missing Q3 revenue expectations and providing below-consensus Q4 guidance. The workforce solutions company faces headwinds from weakness in France, declining outplacement revenue, and margin compression.

Analysts have cut 2027 estimates by 5%, with Q1 2027 consensus down 16%. A new CEO transition adds execution risk as the company attempts to accelerate its turnaround.

ManpowerGroup (MAN) reported Q3 2026 earnings of $1.01 per share, matching consensus estimates, with revenues of $4.84 billion slightly missing expectations. The stock has gained 74.8% year-to-date, significantly outperforming the S&P 500's 12.8% gain. However, the company holds a Zacks Rank #3 (Hold) rating with mixed estimate revisions, and the Staffing Firms industry ranks in the bottom 26% of all industries, suggesting limited near-term upside.