Huron’s second quarter results were driven by strong organic growth across its Healthcare, Education, and Commercial segments, with particular momentum in digital and managed services offerings. Management credited the surge in client demand for AI-enabled solutions and performance improvement projects for the outperformance. CEO Mark Hussey noted, "Our teams are focused on helping clients address critical business priorities while executing shoulder to shoulder with them to integrate technology, including frontier AI models." The company’s managed services business, especially in healthcare, experienced rapid expansion, reflecting Huron’s ability to deliver tangible outcomes in challenging industry environments.
Is now the time to buy HURN? Find out in our full research report (it’s free for active Edge members).
Huron (HURN) Q2 CY2026 Highlights:
- Revenue: $475 million vs analyst estimates of $460.4 million (15.4% year-on-year growth, 3.2% beat)
- Adjusted EPS: $2.46 vs analyst estimates of $2.17 (13.2% beat)
- Adjusted EBITDA: $72.64 million vs analyst estimates of $69.37 million (15.3% margin, 4.7% beat)
- The company lifted its revenue guidance for the full year to $1.87 billion at the midpoint from $1.82 billion, a 2.7% increase
- Management raised its full-year Adjusted EPS guidance to $9.20 at the midpoint, a 5.1% increase
- Operating Margin: 10.6%, in line with the same quarter last year
- Market Capitalization: $2.39 billion
While we enjoy listening to the management’s commentary, our favorite part of earnings calls is 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 Q2 Earnings Call
- Andrew Nicholas (William Blair) asked about Huron’s hiring plans given high utilization rates. CFO John Kelly explained that the company is actively hiring and expects headcount growth to track slightly below revenue growth, aiming to keep utilization in the upper 70% range.
- Andrew Nicholas (William Blair) followed up on AI-driven demand, asking whether new business comes from existing relationships or standalone AI projects. CEO Mark Hussey described a mix of embedded and standalone AI engagements, driven by close client relationships and market needs.
- Tobey Sommer (Truist) inquired about the drivers behind managed services growth. Hussey cited outcome-based contracts and deeper consulting engagement as key differentiators, while Kelly added that managed services deliver clear ROI and are an entry point for broader AI adoption.
- William Sutherland (Benchmark Stone) questioned the broad-based bookings acceleration and its main contributors. Kelly confirmed that both digital and managed services contributed to the momentum, with strong pipelines across all segments.
- Kevin Steinke (Barrington Research Associates) asked if AI-driven demand is incremental to Huron’s growth targets. Hussey responded that while some AI work replaces legacy technology projects, much of it opens new opportunities, and the company has not seen negative impacts from pricing or demand shifts.
Catalysts in Upcoming Quarters
In the upcoming quarters, our analyst team will closely monitor (1) the pace and breadth of AI-driven project adoption across healthcare, education, and commercial clients; (2) the successful integration and scaling of RelateCare’s managed services within the healthcare segment; and (3) whether continued investments in talent and technology infrastructure translate into sustained margin improvement. Execution on new digital offerings and outcome-based contracts will also be important signposts.
Huron currently trades at $150.11, up from $121.37 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it’s free).
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