Robert Half Inc. · NYSE:RHI
Robert Half — Investor Presentation (May 2026)
35 slides from Robert Half's investor presentation, May 2026
Slide 1: Investor Presentation
Robert Half Investor Presentation M. Keith Waddell President and Chief Executive Officer May 2026 © 2 0 2 6 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 2: Disclaimer
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Disclaimer Certain information contained in this presentation may be deemed forward-looking statements regarding events and financial trends that may affect the Company’s future operating results or financial positions. Forward-looking statem
Slide 3: Company Snapshot
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Company Snapshot NYSE SYMBOL: RHI GLOBAL LOCATIONS: 32 countries* Q1 2026 Service Revenues: $1.30 Billion HEADQUARTERS: FULL-TIME INTERNAL STAFF: Menlo Park, Calif. 14,500** INDUSTRY LEADERSHIP: 20-Year Average Return 78 years on Invested Cap
Slide 4: Commitment to Our Values
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Commitment to Our Values INTEGRITY INCLUSION INNOVATION COMMITMENT TO SUCCESS We put ethics first and We foster a culture of We adapt, evolve and do the right thing in all belonging where invest to deliver new We empower our situations. every
Slide 5: The Most Respected Name in Our Industry
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N The Most Respected Name in Our Industry CONSISTENTLY HONORED FOR EXCELLENCE Forbes award logos are reprinted with permission of Forbes. Disclaimer: From Fortune. © 2026 Fortune Media IP Limited. All rights reserved. Fortune is a registered tr
Slide 6: Certified Around the Globe as a Great Place to Work
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Certified Around the Globe as a Great Place to Work ® MAY 2025-MAY 2026 CH MAY 2025-MAY 2026 BRAZIL 6 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 7: Our History and Expansion
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Our History and Expansion 1948 1986 1987-2001 2002 TODAY Originated as Acquired Acquired Robert Launched Protiviti, Offer full spectrum Robert Half Robert Half Half franchisees; delivering internal of talent solutions Personnel Agency Franchi
Slide 8: Talent Solutions Revenue Mix
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Talent Solutions Revenue Mix* • Largest portion of international talent solutions revenue from Continental Europe • Germany and Belgium produce largest European revenues 25% 75% International United States *Q1 2026 talent solutions revenues 8
Slide 9: Revenue Mix by Segment
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Revenue Mix by Segment Q1 2026 Global Revenues Permanent placement Contract talent solutions Protiviti talent solutions 56% 36% 8% 63% 19% 18% Finance and Technology Administrative and accounting customer support 9 © 2 0 2 5 R ob er t H al f
Slide 10: Return on Invested Capital
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Return on Invested Capital 20-Year Average 26.2% Superior ROIC is rooted in our ability to generate industry-leading profitability on a judiciously employed capital base, including 4.4% growth achieved primarily by organic means. 20-Year Q1 2
Slide 11: Business Strategy
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Business Strategy Value proposition: Only full-time jobs require full-time staff. • Clients value specialization in professional segments. • Middle-market talent solutions accounts are smaller, less price-sensitive; clients are demanding; qua
Slide 12: Balanced Suite of Consulting Solutions Driving Protiviti Growth
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Balanced Suite of Consulting Solutions Driving Protiviti Growth Blended Growing suite of Protiviti/Talent Solutions consulting solutions Internal audit and financial advisory Technology consulting Regulatory risk and compliance Business perfo
Slide 13: Full Spectrum of Talent Solutions and Consulting Solutions
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Full Spectrum of Talent Solutions and Consulting Solutions Traditional Specialized talent solutions and project skills Project management staffing and deliverables Blended Solutions Finance and Finance and accounting – Marketing Management ac
Slide 14: Unique Client-Driven Delivery Model
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Unique Client-Driven Delivery Model We offer a uniquely flexible talent pool and deep consulting capability through our talent solutions and Protiviti brands. Talent Solutions Blended Consulting Talent solutions competitors lack We provide wo
Slide 15: Focus on Higher-Skilled Positions
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Focus on Higher-Skilled Positions Higher bill rates and gross margins Longer assignment lengths Our strategic focus on higher-skilled positions is steadily increasing and Increased client openness to remote talent carries many advantages. Mor
Slide 16: Our Competitive Strengths
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Our Competitive Strengths Increase revenue and market share by leveraging the power of our: • People • Industry-leading brand • Unique business model • Best-in-class technology and innovation 16 © 2 0 2 5 R ob er t H al f I n c . A n E q u al
Slide 17: Marketing and Digital Strategy
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Marketing and Digital Strategy Traditional media for Most-recognized brand in the industry broad brand awareness Supported by over $1 billion in advertising over the last 25 years • Radio • Locally directed advertising and PR programs • World
Slide 18: Financial Performance
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Financial Performance Revenues of $1.30 billion for Q1 2026 18 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 19: Revenue History (Q1 2006 – Q1 2026)
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Revenue History (Q1 2006 – Q1 2026) Quarterly Global Revenues (in Billions) 19 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 20: Contract Talent Solutions Revenue History (Q1 2006 – Q1 2026)
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Contract Talent Solutions Revenue History (Q1 2006 – Q1 2026) Quarterly Global Revenues (in Billions) 20 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 21: Permanent Placement Talent Solutions Revenue History (Q1 2006 – Q1 2026)
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Permanent Placement Talent Solutions Revenue History (Q1 2006 – Q1 2026) Quarterly Global Revenues (in Millions) 21 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a
Slide 22: Protiviti Revenue History (Q1 2006 – Q1 2026)
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Protiviti Revenue History (Q1 2006 – Q1 2026) Quarterly Global Revenues (in Millions) 22 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 23: Robert Half Enterprise Results
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Robert Half Enterprise Results Year-Over-Year Revenue Growth (As Adjusted*) * Adjusted for the impact of changes in the number of billing days, foreign currency fluctuations and certain intercompany adjustments. 23 © 2 0 2 5 R ob er t H al f
Slide 24: Talent Solutions Divisions — U.S. vs. International
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Talent Solutions Divisions — U.S. vs. International Year-Over-Year Revenue Growth (As Adjusted*) * Adjusted for the impact of changes in the number of billing days, foreign currency fluctuations and certain intercompany adjustments. 24 © 2 0
Slide 25: Contract Talent Solutions vs. Permanent Placement Talent Solutions
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Contract Talent Solutions vs. Permanent Placement Talent Solutions Year-Over-Year Revenue Growth (As Adjusted*) * Adjusted for the impact of changes in the number of billing days, foreign currency fluctuations and certain intercompany adjustm
Slide 26: Contract Talent Solutions Adjusted Operating Income Margin
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Contract Talent Solutions Adjusted Operating Income Margin* 20-Year History 12.0% 10.9% 11.0% 10.2% 10.2% 10.0% 10.0% 9.8% 9.8% 9.8% 9.6% 9.3% 9.3% 8.9% 8.9% 9.0% 8.3% 8.0% 7.5% 6.9% 6.8% 7.0% 6.0% 5.0% 4.2% 4.2% 3.9% 4.0% 3.0% 2.0% 1.6% 1.0%
Slide 27: Permanent Placement Talent Solutions Adjusted Operating Income Margin
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Permanent Placement Talent Solutions Adjusted Operating Income Margin* 20-Year History 25.0% 23.0% 22.2% 21.0% 19.9% 20.2% 19.4% 19.1% 18.7% 19.0% 17.7% 17.7% 17.6% 16.7% 17.0% 15.6% 15.7% 15.0% 14.1% 13.2% 13.0% 11.7% 11.0% 9.5% 9.0% 7.9% 7.
Slide 28: Protiviti Adjusted Operating Income Margin
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Protiviti Adjusted Operating Income Margin* 20-Year History 20.0% 18.0% 16.5% 16.0% 13.7% 14.0% 12.9% 12.3% 12.0% 11.2% 11.3% 10.0% 10.3% 9.7% 9.7% 9.7% 10.0% 8.1% 8.1% 8.0% 5.8% 6.0% 3.8% 4.0% 2.4% 2.0% 1.3% 1.2% 0.0% -2.0% -4.0% -2.8% -6.0%
Slide 29: Cash Flow History
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Cash Flow History Operating Cash Flow (in Millions) $700.0 $684 $637 $597 $603 $600.0 $572 $520 $500.0 $447 $453 $438 $442 $411 $410 $400.0 $376 $341 $319 $309 $289 $300.0 $256 $240 $200.0 $176 $100.0 $0.0 2006 2007 2008 2009 2010 2011 2012 2
Slide 30: Strong Balance Sheet
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Strong Balance Sheet As of March 31, 2026 $278M $2.7B Zero Debt Cash Total assets 30 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 31: Investing in Our Future
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Investing in Our Future (in Millions) Capital Expenditures* FY 2025 5 Years Investing in technology and innovation: • AI capabilities $81.7 $417.3 • Technology modernization • Mobile app • Global website *Capital expenditures include capitali
Slide 32: Substantially All Free Cash Flow Returned to Shareholders
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Substantially All Free Cash Flow Returned to Shareholders (in Millions) FY 2025 5 YEARS Dividends $238 75% $1,024 48% Share 52% repurchases $80 25% $1,100 Totals $318 100% $2,124 100% 32 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p o
Slide 33: Quarterly Dividend Has Grown Significantly Since Inception
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N $0.59 Quarterly Dividend Has Grown Significantly Since Inception $0.06 Q2 2004 Q1 2026 33 © 2 0 2 5 R ob er t H al f I n c . A n E q u al O p p or t u n i t y E m p l o y e r M / F / D i s a b i l i t y / V e t e r a n s .
Slide 34: Share Count Reduction
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Share Count Reduction AS OF Q1 2026 3 YEARS 5 YEARS 10 YEARS Share count reduction 7.2M 12.6M 30.2M Share count reduction as a 6.7% 11.2% 23.2% percent of total shares outstanding Consistent share count reduction reflects disciplined capital
Slide 35: Investor Relations
R O B E R T H AL F I N V E S TO R P R E S E N T A T I O N Investor Relations investor.relations@roberthalf.com 650-234-6000 35 © 22026 © 0 2 5 R obRobert er t H al f I nHalf c . A n Inc. E q u al An Equal O p p or t u n i t y EOpportunity m p l o y e r M / F / D i s aEmployer b i l i t y / V e t e r