Abstract

Huron Consulting will release its quarterly results on February 24, 2026, Post Market, with expectations centered on double-digit revenue growth, expanding earnings, and segment mix dynamics that shape margins and EPS.

Market Forecast

Consensus for Huron Consulting’s current quarter points to revenue of $433.62 million, up 13.96% year over year, EPS of 1.95, up 28.12% year over year, and EBIT of $56.91 million, up 22.42% year over year; gross margin and net margin guidance were not specified in the data. The main business is expected to be supported by sustained client demand in advisory and technology implementation services, with utilization and pricing the principal levers for margin stability. The most promising contribution remains the Healthcare segment, which generated $219.54 million last quarter and is set to carry momentum aligned with the projected 13.96% year-over-year top-line growth across the group.

Last Quarter Review

Huron Consulting delivered revenue of $432.36 million (up 16.84% year over year), gross profit margin of 33.20%, GAAP net profit attributable to the parent company of $30.42 million, net profit margin of 7.04%, and adjusted EPS of 2.10 (up 25.00% year over year). A key highlight was operational profitability: EBIT of $59.40 million exceeded estimates, with year-over-year growth of 24.46%, and adjusted EPS beat consensus by $0.23. Main business performance was balanced with Healthcare at $219.54 million, Education at $129.42 million, Commercial at $83.40 million, and reimbursable expenses at $8.92 million; this mix underpinned total revenue growth of 16.84% year over year and supported gross margin at 33.20%.

Current Quarter Outlook (with major analytical insights)

Healthcare as the core business driver

Healthcare remains the company’s largest pillar by revenue, contributing $219.54 million last quarter, or just under half of the company’s total. The current-quarter consensus calling for $433.62 million of revenue and 13.96% year-over-year growth suggests that the Healthcare book of work is likely to stay resilient, with billable utilization and pricing shaping gross margin stability. An important lens for investors is the interplay between advisory mix and technology enablement engagements inside Healthcare; projects with higher technology integration typically influence revenue cadence and labor mix, which can move gross margin. Last quarter’s 33.20% gross margin and 7.04% net margin form a defensible base from which Healthcare performance can either preserve or modestly expand profitability, if the delivery schedule and pricing discipline align with the broader bookings pipeline. The company’s near-term EPS forecast of 1.95 (up 28.12% year over year) indicates cost structure and rate management are positioned to translate segment volume into earnings leverage, and Healthcare’s share of the consolidated mix is a central factor in that equation.

Education as the most promising growth vector

Education delivered $129.42 million last quarter, roughly 29.33% of the total and a clear contributor to scale alongside Healthcare. Within the current-quarter framework, the strength of Education’s consulting engagements, particularly where multi-phase implementations drive sequential activity, can accelerate revenue realization toward the $433.62 million forecast. The YoY acceleration embedded in the consensus EPS outlook (28.12%) aligns with an assumption of supportive margin mix, and Education’s shift between advisory and implementation work is a key determinant. If Education’s delivery cadence maintains consistent bill rates and utilization while the share of technology-enabled projects remains healthy, the segment can add incremental gross margin stability on top of the company’s 33.20% prior-quarter level. Education’s potential to improve working capital timing—through predictable milestone billings and lower volatility in reimbursable items—also supports EPS conversion in a quarter where consolidated EBIT is projected to expand 22.42% year over year to $56.91 million.

Key stock price drivers this quarter

The primary stock price catalyst is the company’s ability to meet or exceed the revenue estimate ($433.62 million, up 13.96% year over year) and EPS estimate (1.95, up 28.12% year over year). Margins are the second driver; the last quarter’s gross margin of 33.20% and net margin of 7.04% set the baseline, and any signs of upward movement—through improved utilization, a favorable pricing mix, or efficient delivery—will matter for valuation sensitivity. Third, segment mix will guide investor interpretation: Healthcare and Education together accounted for about 79% of last quarter’s revenue, and any mix shift toward engagements with better rate capture or lower on-site cost intensity can enhance quarter profitability. Operational details such as project timing, backlog conversion rate, and the proportion of reimbursable expenses ($8.92 million last quarter) also influence margin translation; minimizing reimbursable-heavy work can lift reported gross margin in the quarter. Finally, EBIT dynamics (consensus at $56.91 million, up 22.42% year over year) and the degree to which SG&A scales against the revenue base will shape the EPS outcome and investors’ assessment of execution quality.

Analyst Opinions

Bullish views dominate recent published commentary, comprising 100% of the tracked opinions in the current window. Wedbush raised its price target to $200 while maintaining an Outperform rating, indicating confidence that the company’s earnings trajectory remains positive into this reporting cycle. The tone of recent coverage also pointed to an average rating of Buy and a mean price target near $215.50, and the $200 target sits within that constructive frame even as it leaves room for further upside should execution sustain double-digit growth. Wedbush’s stance lines up with the consensus forecasts embedded in the quarter—a 13.96% year-over-year revenue increase to $433.62 million, 22.42% year-over-year EBIT growth to $56.91 million, and 28.12% year-over-year EPS expansion to 1.95—suggesting analysts are weighing both top-line progress and operating leverage as the key proof points. The firm’s emphasis on sustained revenue scaling and improving earnings power fits with the prior quarter’s evidence: adjusted EPS of 2.10 (up 25.00% year over year), EBIT above expectations, and a net profit upward trend, which included a strong quarter-on-quarter move in net profit.

From a valuation context, bullish opinions are driven by the consistency in delivery and the visibility implied by the backlog-to-revenue conversion in the core segments. Commentary around pricing and utilization implicitly supports the expectation that gross margin can hold near or improve from the 33.20% prior-quarter mark, particularly if a larger share of engagements capture favorable rate cards and if delivery teams maintain steady billable hours. Analysts also see leverage in the SG&A line; the most recent quarter showed EPS outperformance against estimates, and maintaining cost discipline in the current quarter can enhance EPS conversion from the $433.62 million revenue base. In short, the majority view is constructive because the forecasts emphasize synchronized strength across revenue, EBIT, and EPS rather than reliance on a single line item, and the segment contributions from Healthcare and Education provide a diversified foundation for recurring growth. Investors reading the quarter will measure the quality of execution by how closely that composite picture materializes, with the bullish camp expecting delivery consistent with the posted consensus trajectories.