NRC Reports Q2 Revenue Decline, CEO Optimistic on Progress

NRC reported Q2 revenue of $34.04 million, down from $35.02 million in the same period last year. New CEO Trent Green expressed optimism, citing ongoing progress in critical sectors and positive responses from clients. He noted strong interest in NRC's product offerings and praised the company's customer-oriented approach.

National Research Corporation (NRC) reported its second quarter (Q2) 2025 financial results, with revenue of $34.04 million, down from $35.02 million in the same period last year. The company, based in Lincoln, Nebraska, reported a net loss of $106,000, but CEO Trent Green expressed optimism about the company's progress and positive client feedback [1].

Under Green's leadership, NRC has been focusing on strategic reinvention, shifting from cost-cutting to growth-driven innovation. The company's Q2 2025 results show a modest but meaningful improvement in earnings, with adjusted earnings per share (EPS) of 28 cents, compared to a loss of 1 cent in the previous quarter [2]. Despite a 5% revenue dip in Q1 2025, the company's operating expenses fell by 6% year-over-year, preserving operating income at $8.6 million [2].

Green highlighted the company's ongoing progress in critical sectors and praised its customer-oriented approach, noting strong interest in NRC's product offerings. The company's strategic focus on high-margin digital tools, such as the AI-driven Huey platform, has been instrumental in this progress [2].

NRC's Q2 2025 results also included a quarterly dividend of $0.12 per share, payable on July 11, 2025, and a new share repurchase program of up to 1 million shares. These moves signal the company's commitment to shareholder returns and capital efficiency [2].

While the company's near-term revenue volatility persists, the sequential improvement in recurring contract value (RCV) and sales pipeline activity indicates that the restructuring is paying off. The company's strategic alignment with industry trends, such as the shift toward value-based care and patient-centric models, positions it to capitalize on a $12 billion global healthcare analytics market, projected to grow at 9.5% annually through 2030 [2].

For long-term investors, NRC Health presents a compelling case of strategic reinvention. The company's focus on high-margin digital tools, dividend growth, and leadership continuity under Trent Green suggests a transition from a cost-optimized entity to a growth-driven innovator. While near-term revenue volatility persists, the sequential improvement in RCV and sales pipeline activity indicates that the restructuring is paying off [2].

References:
[1] https://finance.yahoo.com/news/national-research-q2-earnings-snapshot-210730235.html
[2] https://www.ainvest.com/news/nrc-health-q2-2025-performance-strategic-reinvention-shareholder-transformative-era-2507/