Huron’s Q3 results reflected robust demand across all three operating segments, with particular strength attributed to strong performance improvement offerings in Healthcare and continued momentum in Education and Commercial. CEO Mark Hussey credited broad-based client demand and successful integration of recent acquisitions as key drivers, stating, “This is perhaps the strongest market that we’ve ever seen,” and highlighting the company’s ability to deliver tangible results for clients navigating financial and regulatory pressures.
Is now the time to buy HURN? Find out in our full research report (it’s free for active Edge members).
Huron (HURN) Q3 CY2025 Highlights:
- Revenue: $441.3 million vs analyst estimates of $431.2 million (16.7% year-on-year growth, 2.3% beat)
- Adjusted EPS: $2.10 vs analyst estimates of $1.87 (12.3% beat)
- Adjusted EBITDA: $67.44 million vs analyst estimates of $64.42 million (15.3% margin, 4.7% beat)
- The company reconfirmed its revenue guidance for the full year of $1.66 billion at the midpoint
- Management raised its full-year Adjusted EPS guidance to $7.60 at the midpoint, a 1.3% increase
- Operating Margin: 11.3%, in line with the same quarter last year
- Market Capitalization: $2.65 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From Huron’s Q3 Earnings Call
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Andrew Nicholas (William Blair) probed the sustainability of Healthcare’s performance improvement momentum; CEO Mark Hussey and CFO John Kelly described broad, non-transitory demand and a record-high project pipeline, emphasizing larger, more integrated client engagements.
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Tobey Sommer (Truist) asked about hiring infrastructure readiness; John Kelly said attrition remains low and the firm is confident in its ability to scale, citing culture as a key strategic advantage.
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Tobey Sommer (Truist) inquired about utilization of managed services headcount; Kelly explained utilization is high and hiring closely aligned with sales, minimizing risk of excess capacity.
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William Sutherland (Benchmark) questioned the competitive landscape in Commercial digital; CEO Hussey clarified no material change in competition but noted continued strong performance.
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Kevin Steinke (Barrington Research) sought details about education digital projects; management cited ongoing demand for ERP and core technology upgrades as foundational for future automation and AI initiatives.
Catalysts in Upcoming Quarters
Looking forward, the StockStory team will watch (1) whether Healthcare’s performance improvement and managed services momentum can be sustained in the face of industry margin pressures, (2) how effectively Huron integrates AI and automation into both client-facing and internal processes, and (3) the pace of digital transformation projects and core system upgrades in Education and Commercial. Progress on talent deployment and margin recovery will also be critical indicators.
Huron currently trades at $165.70, up from $152.83 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members).
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