Earnings summaries and quarterly performance for CBIZ.
Executive leadership at CBIZ.
Board of directors at CBIZ.
Research analysts who have asked questions during CBIZ earnings calls.
Recent press releases and 8-K filings for CBZ.
CBIZ Releases 2026 Tax Planning Guide
CBZ
New Projects/Investments
Accounting Changes
- CBIZ, Inc. released its 2026 Tax Planning Guide on November 12, 2025, designed to help businesses and individuals navigate the One Big Beautiful Bill Act (OBBBA) and plan for 2026.
- The guide offers strategies and insights into how the OBBBA reshapes the tax landscape, covering topics like net operating losses, tariffs, and AI.
- Key OBBBA changes highlighted include the immediate deductibility of domestic research and experimental expenses, restoration of 100% bonus depreciation, permanent expansion of Section 179 expensing, and increases to estate and gift tax exemptions.
- New tax incentives detailed in the guide include a 100% deduction for qualified production property (for construction starting after January 19, 2025), expanded Qualified Opportunity Zones, and expanded 1202 Qualified Small Business Stock (QSBS).
- Joseph Perry, National Leader, Tax Services at CBIZ, stated that the OBBBA is a significant overhaul to tax policy, positioning tax planning as a growth driver.
Nov 12, 2025, 2:00 PM
CBIZ Reports Strong Q3 2025 Results, Raises Synergy Target, and Maintains Full-Year Guidance
CBZ
Earnings
Guidance Update
M&A
- CBIZ reported Q3 2025 consolidated revenue of $694 million and adjusted diluted earnings per share of $1.01, with year-to-date revenue reaching $2.2 billion and adjusted diluted EPS at $4.27.
- The company is maintaining its full-year revenue and earnings guidance, with a clear line of sight to achieve the low end of its $2.8 billion-$2.95 billion revenue outlook for 2025.
- CBIZ has increased its synergy goal from the Marcum acquisition to $50 million or more, expecting to realize $35 million in 2025. Estimated 2025 integration costs were also increased by $14 million to $89 million.
- In Q3 2025, CBIZ repurchased approximately 800,000 shares for about $56 million, contributing to year-to-date repurchases of $128 million for 1.8 million shares.
Oct 29, 2025, 9:00 PM
CBZ Reports Q3 2025 Results, Maintains Guidance, and Updates Synergy Goals
CBZ
Earnings
Guidance Update
M&A
- CBIZ reported Q3 2025 consolidated revenue of $694 million and adjusted diluted earnings per share of $1.01, contributing to year-to-date revenue of $2.2 billion and adjusted diluted earnings per share of $4.27.
- The company is maintaining its 2025 revenue guidance, expecting to achieve the low end of the $2.8 billion to $2.95 billion range, and anticipates accelerated top and bottom-line growth starting in 2026.
- Integration of the Marcum acquisition is progressing, with an updated synergy goal of $50 million or more total, including $35 million expected in 2025.
- CBIZ repurchased approximately 800,000 shares for $56 million in Q3, bringing year-to-date repurchases to 1.8 million shares for $128 million, which may shift the target for achieving 2 to 2.5 times leverage to 2027.
Oct 29, 2025, 9:00 PM
CBIZ Reports Strong Q3 2025 Results, Raises Synergy Target, and Repurchases Shares
CBZ
Earnings
Guidance Update
M&A
- CBIZ reported Q3 2025 revenue of $694 million, adjusted EBITDA of $120 million, and adjusted diluted earnings per share of $1.01. Year-to-date revenue reached $2.2 billion and adjusted EPS was $4.27 per share.
- The company expressed satisfaction with the one-year anniversary of the Marcum acquisition, noting that integration is on or ahead of schedule and has significantly driven revenue growth.
- CBIZ has increased its synergy goal from the Marcum acquisition to $50 million or more, up from $25 million, with $35 million expected to be realized in 2025.
- Estimated 2025 integration costs have been increased by $14 million to $89 million, primarily due to additional severance costs.
- In the third quarter, CBIZ repurchased approximately 800,000 shares at a value of approximately $56 million. The company anticipates 6% to 8% pro forma revenue growth year over year for Q4 on its base business.
Oct 29, 2025, 9:00 PM
CBIZ Reports Third Quarter and Nine Month 2025 Results
CBZ
Earnings
Guidance Update
Revenue Acceleration/Inflection
- CBIZ reported Q3 2025 total revenue of $693.8 million, marking a 58.1% increase compared to the same period in 2024.
- For Q3 2025, GAAP diluted EPS was $0.48, a 31.4% decrease, while Adjusted diluted EPS rose 8.5% to $1.01.
- For the nine months ended September 30, 2025, total revenue grew 63.7% to $2.2 billion, and Adjusted EBITDA increased 92.9% to $475.6 million.
- The company's 2025 outlook projects total revenue between $2.8 billion and $2.95 billion, and Adjusted fully diluted EPS in the range of $3.60 to $3.65.
Oct 29, 2025, 8:18 PM
CBIZ Reports Third Quarter and Nine Month 2025 Results
CBZ
Earnings
Guidance Update
M&A
- CBIZ reported total revenue of $693.8 million for the third quarter ended September 30, 2025, an increase of 58.1% compared to the same period in 2024. Net income decreased by 14.1% to $30.1 million, resulting in GAAP EPS of $0.48, down 31.4%, while Adjusted Diluted EPS increased by 8.5% to $1.01.
- For the nine months ended September 30, 2025, total revenue reached $2.2 billion, up 63.7%, with net income increasing by 47.9% to $194.9 million and Adjusted Diluted EPS rising by 35.6% to $4.27.
- The company provided a 2025 outlook, expecting total revenue within a range of $2.8 billion to $2.95 billion, GAAP fully diluted EPS between $1.97 and $2.02, and Adjusted fully diluted EPS between $3.60 and $3.65.
- CEO Jerry Grisko noted strong validation of the Marcum acquisition, including better than expected synergies, and improved growth within non-recurring businesses due to improved market conditions.
Oct 29, 2025, 8:13 PM
Quarterly earnings call transcripts for CBIZ.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more