Huron Consulting Group 2025 Q2 Earnings Net Income Drops 48.2%

Huron Consulting Group (HURN) reported its fiscal 2025 Q2 earnings on Jul 31st, 2025. The company’s revenue performance exceeded expectations with an 8.1% increase, reaching $411.75 million. However, the earnings per share (EPS) fell short, declining to $1.12 compared to analysts' consensus of $1.73 per share. In light of the results, Huron raised its full-year guidance, anticipating revenues before reimbursable expenses to range between $1.64 billion and $1.68 billion, and adjusted diluted EPS to be between $7.30 and $7.70.

Revenue
Huron Consulting Group's revenue increased 8.1% year-over-year to $411.75 million in 2025 Q2. The healthcare segment generated $197.82 million, while the education sector contributed $129.30 million. The commercial division added $75.38 million, with reimbursable expenses accounting for $9.25 million.

Earnings/Net Income
EPS dropped 46.7% to $1.12 in 2025 Q2, down from $2.10 in 2024 Q2. Net income fell 48.2% to $19.43 million. The decline in EPS indicates a challenging quarter for Huron Consulting Group.

Price Action
The stock price edged up 0.77% during the latest trading day, declined 0.30% over the most recent trading week, and decreased 3.97% month-to-date.

Post-Earnings Price Action Review
The strategy of purchasing Huron Consulting Group shares after a revenue increase on the financial report release date and holding for 30 days has yielded significant returns over the past three years. This approach resulted in an overall return of 179.74%, outperforming the benchmark return of 85.57% by 94.17%. Demonstrating a compound annual growth rate (CAGR) of 23.02% and a maximum drawdown of 0.00%, the strategy showcased solid risk-adjusted performance. The Sharpe ratio stood at 0.69, with a volatility of 33.20%. This consistent outperformance indicates the strategy's effectiveness in capitalizing on positive revenue trends, providing investors with a reliable method for strong returns in volatile markets.

CEO Commentary
"Revenues before reimbursable expenses in the quarter grew 8% compared to the second quarter of 2024, including organic growth across all segments," said CEO Mark Hussey. He voiced optimism for continued growth in 2025, citing significant market disruptions in health systems, universities, and commercial businesses as driving demand for Huron's expertise.

Guidance
Huron raised its full-year 2025 guidance, expecting revenues before reimbursable expenses between $1.64 billion and $1.68 billion. The company also increased its adjusted diluted EPS forecast to a range of $7.30 to $7.70.

Additional News
On July 31, 2025, Huron Consulting Group announced the acquisition of Treliant, LLC, enhancing its financial services expertise and regulatory capabilities. The same day, Huron amended its senior secured credit facility, extending the maturity date to July 2030 and increasing borrowing capacity to $1.1 billion. Additionally, Huron repurchased $133.9 million in common stock during 2025, returning substantial value to shareholders.