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    Bill Sutherland • The Benchmark Company LLC

    Bill Sutherland's questions to Huron Consulting Group Inc (HURN) leadership

    Bill Sutherland's questions to Huron Consulting Group Inc (HURN) leadership • Q2 2025

    Question

    Bill Sutherland of The Benchmark Company inquired if the high Q2 utilization rates are at the upper end of a sustainable range, asked about the key drivers of record sales in the Education segment, and questioned the impact of healthcare industry consolidation on Huron's business.

    Answer

    CFO John Kelly confirmed that current utilization rates are near the top of the sustainable range and that hiring is underway to add capacity. He attributed the record Education sales to strong demand for strategy and operations offerings that help clients navigate disruption. CEO Mark Hussey stated that healthcare consolidation continues to be a market driver, creating opportunities for Huron in strategic evaluation and post-merger integration.

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    Bill Sutherland's questions to Omnicell Inc (OMCL) leadership

    Bill Sutherland's questions to Omnicell Inc (OMCL) leadership • Q2 2025

    Question

    Bill Sutherland from The Benchmark Company LLC asked if the guidance assumes the 30% tariff rate remains and inquired about the progress of supply chain mitigation efforts, such as moving subassembly work out of China.

    Answer

    Nnamdi Njoku, EVP & COO, confirmed the company is well on its way with mitigation efforts, particularly in moving component sourcing, and feels good about supply chain resiliency for 2026. Nchacha Etta, EVP & CFO, later clarified that the guidance does assume the 30% tariff rate for the full year projection.

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