HCKT
The Hackett Group·NASDAQ
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HCKT fundamentals
The Hackett Group (HCKT) released its earnings on Feb 17, 2026: revenue was 74.82M (YoY -3.40%), beat estimates; EPS was 0.4 (YoY -14.89%), beat estimates.
Revenue / YoY
74.82M
-3.40%
EPS / YoY
0.4
-14.89%
Report date
Feb 17, 2026
HCKT Earnings Call Summary for Q4,2025
- Revenue Beat & AI Growth: Q4 revenue of $74.8M (+15% YoY) driven by AI XPLR platform wins, with Q1 guidance up 3-5% sequentially.
- 25%+ Productivity Gains: New AI platforms (XT, AIX) delivering margin expansion in Oracle, SAP, and transformation services.
- $25M Buyback & Licensing Upside: Share repurchase program expanded, with AI XPLR v5 now licensable to clients post-consulting engagements.
- Strategic Partnerships:
- Global Tech Partner: Q1 go-to-market agreement expected to accelerate AI XPLR adoption in enterprise transformation.
- ServiceNow Pilot: Agentic workflow design collaboration targeting high-ROI automation opportunities.
- Cost Efficiency:
- Headcount Reductions: $1.8M annual SG&A savings from AI-enabled delivery.
- Gross Margin Expansion: Q1 gross margin expected to improve 100-200bps YoY, with AI-driven margin gains in S/4HANA implementations.
- Licensing Momentum:
- AI XPLR v5 Licensing: Clients exposed to platform during engagements now have option to license ideation/solutioning modules.
- IP monetization: Hackett benchmarks and ZBrain technical design capabilities being commercialized.
- SAP Strength: 32% YoY growth in S/4HANA cloud migration demand, with AIXelerator platform adoption accelerating.
- Risk Management:
- AI Transition Costs: $1-1.5M Q1 charges for headcount reductions and platform investments.
- Oracle Segment Recovery: AIX platform adoption expected to reverse 2% YoY decline in Q4.
- Balance Sheet:
- $18.2M Cash: Supports $42M Q4 buyback and $25M remaining authorization.
- Dividend Sustainability: $0.12 quarterly dividend maintained with strong free cash flow generation.
- 2026 Outlook:
- SAP Growth: 32% YoY growth in Q4 expected to continue with S/4HANA momentum.
- AI Licensing Expansion: New platform capabilities (Ask Hackett, XT, AIX) creating $300M+ TTM recurring revenue opportunity.
- Market Position:
- Competitive Advantage: 26-industry AI opportunity simulation capability unmatched in the market.
- Client Retention: 80% solution design with client input, reducing implementation risk.
- Talent Strategy:
- Turnover Management: Associate retention rates remain stable despite macro uncertainty.
- New Hires: Focused on GenAI engineering talent to support platform development.
- Regulatory Compliance:
- Forward-Looking Statements: Risks include market demand volatility and AI adoption pace.
- SEC Filings: Material risks disclosed in 10-K include client concentration and technology transition challenges.
- Investment Thesis:
- Top Line Growth: 25%+ AI-driven margin expansion in consulting.
- Bottom Line: $10M+ annual licensing revenue from AI XPLR v5, with 2026 EPS accretion.
- Valuation: 2026E EV/EBITDA multiple compression from 12x to 8x as AI monetization accelerates.
EPS
Actual | 0.24 | 0.06 | 0.17 | 0.23 | 0.27 | 0.39 | 0.32 | 0.33 | 0.38 | 0.38 | 0.37 | 0.36 | 0.37 | 0.39 | 0.41 | 0.39 | 0.39 | 0.39 | 0.43 | 0.47 | 0.41 | 0.38 | 0.37 | 0.4 | |||||||||||
Forecast | 0.24 | 0.0375 | 0.135 | 0.2067 | 0.25 | 0.2867 | 0.2833 | 0.2867 | 0.3167 | 0.3367 | 0.34 | 0.3333 | 0.3633 | 0.3733 | 0.3933 | 0.37 | 0.3733 | 0.3733 | 0.3967 | 0.4133 | 0.4 | 0.3767 | 0.3667 | 0.3867 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +60.00% | +25.93% | +11.27% | +8.00% | +36.03% | +12.95% | +15.10% | +19.99% | +12.86% | +8.82% | +8.01% | +1.84% | +4.47% | +4.25% | +5.41% | +4.47% | +4.47% | +8.39% | +13.72% | +2.50% | +0.88% | +0.90% | +3.44% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 69.53M | 52.75M | 57.92M | 59.28M | 63.41M | 73.00M | 71.40M | 69.78M | 75.11M | 74.77M | 71.00M | 68.82M | 69.83M | 75.64M | 74.63M | 71.17M | 75.73M | 75.90M | 77.95M | 77.46M | 76.23M | 77.63M | 72.17M | 74.82M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 71.18M | 56.23M | 53.14M | 56.82M | 61.74M | 65.19M | 66.83M | 65.50M | 71.03M | 71.93M | 71.38M | 67.05M | 69.81M | 72.99M | 73.44M | 69.65M | 73.16M | 74.34M | 75.16M | 74.20M | 75.79M | 76.55M | 73.64M | 70.08M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -2.32% | -6.18% | +8.99% | +4.34% | +2.70% | +11.98% | +6.84% | +6.53% | +5.74% | +3.94% | -0.54% | +2.64% | +0.02% | +3.63% | +1.62% | +2.17% | +3.51% | +2.09% | +3.71% | +4.39% | +0.59% | +1.40% | -2.01% | +6.76% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for The Hackett Group year over year?What were the key takeaways from The Hackett Group’s earnings call?What were the key takeaways from The Hackett Group's earnings call?What factors drove the changes in The Hackett Group's revenue and profit?What guidance did The Hackett Group's management provide for the next earnings period?Did The Hackett Group beat or miss consensus estimates last quarter?What does The Hackett Group do and what are its main business segments?What is The Hackett Group's latest dividend and current dividend yield?
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