Groowe Groowe BETA / Newsroom
⏱ News is delayed by 15 minutes. Sign in for real-time access. Sign in

Form 8-K

sec.gov

8-K — Huron Consulting Group Inc.

Accession: 0001289848-26-000080

Filed: 2026-05-05

Period: 2026-05-05

CIK: 0001289848

SIC: 8742 (SERVICES-MANAGEMENT CONSULTING SERVICES)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — hurn-20260505.htm (Primary)

EX-99.1 (hurn2026331exh991.htm)

GRAPHIC (huronlogo.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: hurn-20260505.htm · Sequence: 1

hurn-20260505

0001289848false00012898482026-05-052026-05-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_____________________

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

May 5, 2026

Date of Report (Date of earliest event reported)

_____________________

Huron Consulting Group Inc.

(Exact name of registrant as specified in its charter)

Delaware 000-50976 01-0666114

(State or other jurisdiction (Commission (IRS Employer

of incorporation) File Number) Identification Number)

550 West Van Buren Street

Chicago, Illinois

60607

(Address of principal executive offices)

(Zip Code)

(312) 583-8700

(Registrant’s telephone number, including area code)

_____________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR

240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR

240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol Name of each exchange on which registered

Common Stock, par value $0.01 per share HURN Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02.    Results of Operations and Financial Condition.

On May 5, 2026, Huron Consulting Group Inc. (the "Company") issued a press release announcing its financial results for the quarter and year ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information furnished pursuant to Item 2.02 and the attached Exhibit 99.1 shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.

Item 9.01.    Financial Statements and Exhibits.

(d)     Exhibits

Exhibit

Number Exhibit Description

99.1

Press release, dated May 5, 2026

101.INS Inline XBRL Instance Document - the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document

101.SCH Inline XBRL Taxonomy Extension Schema Document

101.CAL Inline XBRL Taxonomy Extension Calculation Linkbase Document

101.LAB Inline XBRL Taxonomy Extension Label Linkbase Document

101.PRE Inline XBRL Taxonomy Extension Presentation Linkbase Document

101.DEF Inline XBRL Taxonomy Extension Definition Linkbase Document

104 Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Huron Consulting Group Inc.

(Registrant)

Date: May 5, 2026 /s/    JOHN D. KELLY

John D. Kelly

Executive Vice President, Chief Financial Officer, and Treasurer

EX-99.1

EX-99.1

Filename: hurn2026331exh991.htm · Sequence: 2

Document

Exhibit 99.1

NEWS MEDIA CONTACT

Allie Bovis

FOR IMMEDIATE RELEASE abovis@hcg.com

INVESTOR CONTACT

John D. Kelly

investor@hcg.com

Huron Announces First Quarter 2026 Financial Results and Affirms Full Year 2026 Guidance

FIRST QUARTER 2026 FINANCIAL HIGHLIGHTS

•Revenues before reimbursable expenses (RBR) increased $48.0 million, or 12.1%, to a record $443.7 million in Q1 2026 from $395.7 million in Q1 2025.

•Net income was $23.2 million in Q1 2026, compared to $24.5 million in Q1 2025.

•Adjusted EBITDA(9), a non-GAAP financial measure, increased $9.1 million, or 21.9%, to $50.6 million in Q1 2026 from $41.5 million in Q1 2025.

•Diluted earnings per share increased to $1.34 in Q1 2026 from $1.33 in Q1 2025.

•Adjusted diluted earnings per share(9), a non-GAAP financial measure, increased $0.05, or 3.0%, to $1.73 in Q1 2026 from $1.68 in Q1 2025.

•Huron returned $155.5 million to shareholders by repurchasing 1.1 million shares of the company's common stock in Q1 2026, representing 6.5% of the company's common stock outstanding as of December 31, 2025.

2026 GUIDANCE AND OTHER HIGHLIGHTS

•Huron affirms its previous guidance for full year 2026, including RBR expectations in a range of $1.78 billion to $1.86 billion.

•For the second consecutive year, Huron has been Certified™ by Great Place To Work® in the United States, Canada, India, Singapore, and the United Kingdom.

CHICAGO - May 5, 2026 - Global professional services firm Huron (Nasdaq: HURN) today announced financial results for the quarter ended March 31, 2026.

“Revenues before reimbursable expenses (RBR) increased 12% in the first quarter of 2026 compared to 2025, driven by growth across the Healthcare, Education, and Commercial segments, including record RBR performance in Healthcare,” said Mark Hussey, chief executive officer and president of Huron. “We also continued our trajectory of margin expansion during the quarter, reflecting disciplined execution by our highly talented team.”

“We are encouraged by the strong start to the year and strength of our pipeline and backlog as we affirm our annual RBR and margin guidance. We continue to believe we are well positioned to serve as our clients’ trusted advisor as they evolve their business models and organizations to succeed in challenged markets and in an increasingly AI-enabled world. We remain focused on executing against the market tailwinds driving demand for our business and further strengthening our competitive position to best serve our clients and achieve our financial goals,” added Hussey.

FIRST QUARTER 2026 RESULTS

Revenues before reimbursable expenses (RBR) increased $48.0 million, or 12.1%, to $443.7 million for the first quarter of 2026, compared to $395.7 million for the first quarter of 2025. This growth reflects continued strength in demand for the company's Consulting and Managed Services capabilities within the Healthcare and Commercial segments. The overall increase includes $19.3 million of incremental RBR from the company's acquisitions completed since December 31, 2024. Excluding the $19.3 million of incremental RBR from the company's acquisitions, RBR grew 7.3% organically.

Net income was $23.2 million, or 5.1% of total revenues, for the first quarter of 2026, compared to $24.5 million, or 6.1% of total revenues, for the same quarter last year. Net income for the first quarter of 2026 includes $3.8 million of income tax expense, compared to an income tax benefit of $3.1 million recorded in the first quarter of 2025. Diluted earnings per share increased to $1.34 for the first quarter of 2026, compared to $1.33 for the first quarter of 2025. The income tax expense in the first quarter of 2026 had an unfavorable $0.22 impact on diluted earnings per share, while the income tax benefit in the first quarter of 2025 had a favorable $0.17 impact on diluted earnings per share.

First quarter 2026 earnings before interest, taxes, depreciation and amortization (“EBITDA”)(9) increased $11.7 million, or 34.1%, to $45.9 million compared to $34.2 million in the same prior year period.

In addition to using EBITDA to evaluate the company’s financial performance, management uses other non-GAAP financial measures, which exclude the effect of the following items (in thousands).

Three Months Ended

March 31,

2026 2025

Amortization of intangible assets $ 3,902  $ 2,036

Restructuring charges $ 663  $ 1,338

Other losses(10)

$ 3,840  $ —

Gain on sale of business $ (303) $ —

Transaction-related expenses $ 823  $ 1,296

Unrealized loss on long-term investments

$ —  $ 4,210

Tax effect of adjustments $ (2,135) $ (2,309)

Foreign currency transaction losses (gains), net $ (347) $ 399

Adjusted EBITDA(9) increased $9.1 million, or 21.9%, to $50.6 million, or 11.4% of RBR(9), in the first quarter of 2026, compared to $41.5 million, or 10.5% of RBR(9), in the same quarter last year. Adjusted net income(9) was $30.0 million, or $1.73 per diluted share, for the first quarter of 2026, compared to $31.1 million, or $1.68 per diluted share, for the same quarter in 2025.

The number of revenue-generating professionals(1), excluding Managed Services professionals, increased 12.6% to 5,346 as of March 31, 2026 from 4,748 as of March 31, 2025, as a result of the acquisitions completed since the first quarter of 2025 and hiring to support the overall increase in demand for the company's services. The utilization rate(8) of the company's Consulting capability increased to 74.6% during the first quarter of 2026, compared to 74.1% during the same period last year. The utilization rate(8) for the company's Digital capability was 74.8% during the first quarter of 2026, compared to 78.2% during the same period last year. The number of Managed Services professionals increased 59.5% to 2,643 as of March 31, 2026 from 1,657 as of March 31, 2025.

Additionally, Huron returned $155.5 million to shareholders in 2026 through repurchases of 1,114,806 shares of the company's common stock, representing 6.5% of the company's common stock outstanding as of December 31, 2025.

OPERATING INDUSTRIES

The company’s year-to-date 2026 revenues before reimbursable expenses (RBR) by operating segment as a percentage of total company RBR are as follows: Healthcare (51%); Education (29%); and Commercial (20%). Financial results by operating industry are included in the attached schedules and in Huron's forthcoming Quarterly Report on Form 10-Q filing for the quarter ended March 31, 2026.

OUTLOOK FOR 2026

Based on currently available information, the company is affirming guidance for full year 2026 revenues before reimbursable expenses (RBR) in a range of $1.78 billion to $1.86 billion. The company also anticipates adjusted EBITDA as a percentage of RBR(9) in a range of 14.5% to 15.0%, and adjusted diluted earnings per share(9) guidance in a range of $8.35 to $9.15.

FIRST QUARTER 2026 WEBCAST

The company will host a webcast to discuss its financial results today, May 5, 2026, at 5:00 p.m. Eastern Time, 4:00 p.m. Central Time. The conference call is being webcast by Notified and can be accessed from Huron's website at http://ir.huronconsultinggroup.com. A replay will be available approximately two hours after the conclusion of the webcast and for 90 days thereafter.

USE OF NON-GAAP FINANCIAL MEASURES(9)

In evaluating the company’s financial performance and outlook, management uses EBITDA, adjusted EBITDA, adjusted EBITDA as a percentage of revenues before reimbursable expenses (RBR), adjusted net income, and adjusted diluted earnings per share, which are non-GAAP financial measures. Management uses these non-GAAP financial measures to gain an understanding of the company's comparative operating performance (when comparing such results with previous periods or forecasts). These non-GAAP financial measures are used by management in their financial and operating decision making because management believes they reflect the company's ongoing business in a manner that allows for meaningful period-to-period comparisons. Management also uses these non-GAAP financial measures when publicly providing the company's business outlook, for internal management purposes, and as a basis for evaluating potential acquisitions and dispositions. Management believes that these non-GAAP financial measures provide useful information to investors and others in understanding and evaluating Huron’s current operating performance and future prospects in the same manner as management does, if they so choose, and in comparing in a consistent manner Huron’s current financial results with Huron’s past financial results. Investors should recognize that these non-GAAP financial measures might not be comparable to similarly titled measures of other companies. These measures should be considered in addition to, and not as a substitute for or superior to, any measure of performance, cash flows or liquidity prepared in accordance with accounting principles generally accepted in the United States.

Management has provided its outlook regarding adjusted EBITDA as a percentage of RBR and adjusted diluted earnings per share, both of which are non-GAAP financial measures and exclude certain charges. Management has not reconciled these non-GAAP financial measures to the corresponding GAAP financial measures because guidance for the various reconciling items is not provided. Management is unable to provide guidance for these reconciling items because they cannot determine their probable significance, as certain items are outside of the company's control and cannot be reasonably predicted since these items could vary significantly from period to period. Accordingly, reconciliations to the corresponding GAAP financial measures are not available without unreasonable effort.

ABOUT HURON

Huron is a global professional services firm that collaborates with organizations to help solve their most complex challenges and achieve their most ambitious goals. Working across the private and public sectors, we partner closely with clients to improve performance, accelerate transformation, and unlock new opportunities for growth.

Our clients choose us because of our deep industry and technical expertise and proven track record of turning sound strategies into action. By combining practical experience, innovative thinking, and advanced analytics and technology, Huron helps organizations translate today’s ideas into tangible results and long-term value. Learn more at www.huronconsultinggroup.com.

Statements in this press release that are not historical in nature, including those concerning the company’s current expectations about its future results, are “forward-looking” statements as defined in Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements are identified by words such as “may,” “should,” “expects,” “provides,” “anticipates,” “assumes,” “can,” “will,” “meets,” “could,” “likely,” “intends,” “might,” “predicts,” “seeks,” “would,” “believes,” “estimates,” “plans,” “positions,” “continues,” “goals,” “guidance,” or “outlook,” or similar expressions. These forward-looking statements reflect the company's current expectations about future requirements and needs, results, levels of activity, performance, or achievements. Some of the factors that could cause actual results to differ materially

from the forward-looking statements contained herein include, without limitation: failure to achieve expected utilization rates, billing rates, and the necessary number of revenue-generating professionals; our ability to realize the expected benefits and potential opportunities of artificial intelligence (AI); inability to expand or adjust our service offerings in response to market demands; our dependence on renewal of client-based services; dependence on new business and retention of current clients and qualified personnel; failure to maintain third-party provider relationships and strategic alliances; inability to license technology to and from third parties; the impairment of goodwill; various factors related to income and other taxes; difficulties in successfully integrating the businesses we acquire and achieving expected benefits from such acquisitions; risks relating to privacy, information security, and related laws and standards; and a general downturn or volatility in market conditions, including as a result of current global trade tensions and/or tariffs. These forward-looking statements involve known and unknown risks, uncertainties, and other factors, including, among others, those described under “Item 1A. Risk Factors” in Huron's Annual Report on Form 10-K for the year ended December 31, 2025 that may cause actual results, levels of activity, performance or achievements to be materially different from any anticipated results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements. The company disclaims any obligation to update or revise any forward-looking statements as a result of new information or future events, or for any other reason.

Please note that information contained in any referenced website is not incorporated by reference in this press release or considered to be part of this document. Such website references are intended to be inactive textual references only.

HURON CONSULTING GROUP INC.

CONSOLIDATED STATEMENTS OF OPERATIONS AND OTHER COMPREHENSIVE INCOME (LOSS)

(In thousands, except per share amounts)

(Unaudited)

Three Months Ended

March 31,

2026 2025

Revenues:

Revenues before reimbursable expenses $ 443,712  $ 395,690

Reimbursable expenses 8,055  8,451

Total revenues 451,767  404,141

Operating expenses:

Direct costs (exclusive of depreciation and amortization included below) 308,194  278,043

Reimbursable expenses 8,055  8,445

Selling, general and administrative expenses 84,711  76,634

Other losses 3,840  —

Restructuring charges 663  1,338

Depreciation and amortization 9,721  6,949

Total operating expenses 415,184  371,409

Operating income 36,583  32,732

Other income (expense), net:

Interest expense, net of interest income (8,891) (5,647)

Other expense, net (626) (5,633)

Total other expense, net (9,517) (11,280)

Income before taxes 27,066  21,452

Income tax expense 3,819  (3,084)

Net income $ 23,247  $ 24,536

Earnings per share:

Net income per basic share $ 1.37  $ 1.38

Net income per diluted share $ 1.34  $ 1.33

Weighted average shares used in calculating earnings per share:

Basic 16,984  17,821

Diluted 17,406  18,475

Comprehensive income (loss):

Net income $ 23,247  $ 24,536

Foreign currency translation adjustments, net of tax (1,931) 535

Unrealized loss on investment, net of tax —  (10,517)

Unrealized gain (loss) on cash flow hedging instruments, net of tax 1,030  (2,233)

Other comprehensive loss (901) (12,215)

Comprehensive income $ 22,346  $ 12,321

HURON CONSULTING GROUP INC.

CONSOLIDATED BALANCE SHEETS

(In thousands, except share and per share amounts)

(Unaudited)

March 31,

2026 December 31,

2025

Assets

Current assets:

Cash and cash equivalents $ 26,459  $ 24,508

Receivables from clients, net 209,060  186,506

Unbilled services, net 235,383  195,464

Income tax receivable 8,591  8,430

Prepaid expenses and other current assets 35,249  33,676

Total current assets 514,742  448,584

Property and equipment, net 23,834  23,472

Deferred income taxes, net 3,241  3,563

Long-term investments 36,433  36,433

Operating lease right-of-use assets 19,846  20,027

Other non-current assets 135,105  134,781

Intangible assets, net 68,975  72,927

Goodwill 786,949  786,896

Total assets $ 1,589,125  $ 1,526,683

Liabilities and stockholders’ equity

Current liabilities:

Accounts payable $ 11,998  $ 12,354

Accrued expenses and other current liabilities 43,423  38,117

Accrued payroll and related benefits 113,967  266,950

Current maturities of long-term debt 20,000  20,000

Current maturities of operating lease liabilities 11,217  14,304

Deferred revenues 31,569  31,708

Total current liabilities 232,174  383,433

Non-current liabilities:

Deferred compensation and other liabilities 63,520  63,316

Long-term debt, net of current portion 834,739  489,665

Operating lease liabilities, net of current portion 21,477  24,371

Deferred income taxes, net 39,775  37,269

Total non-current liabilities 959,511  614,621

Commitments and contingencies

Stockholders’ equity

Common stock; $0.01 par value; 500,000,000 shares authorized; 19,798,449 and 20,465,234 shares issued, respectively

198  205

Treasury stock, at cost, 3,407,494 and 3,269,301 shares, respectively

(210,294) (189,989)

Additional paid-in capital 6,322  87,885

Retained earnings 608,280  636,693

Accumulated other comprehensive loss (7,066) (6,165)

Total stockholders’ equity 397,440  528,629

Total liabilities and stockholders’ equity $ 1,589,125  $ 1,526,683

HURON CONSULTING GROUP INC.

CONSOLIDATED STATEMENTS OF CASH FLOWS

(In thousands)

(Unaudited)

Three Months Ended

March 31,

2026 2025

Cash flows from operating activities:

Net income $ 23,247  $ 24,536

Adjustments to reconcile net income to cash flows from operating activities:

Depreciation and amortization 9,721  6,949

Non-cash lease expense 1,641  1,437

Lease-related impairment charges —  738

Gain on lease modification (3,814) —

Share-based compensation 15,693  15,358

Amortization of debt discount and issuance costs 288  286

Allowances for doubtful accounts 133  272

Deferred income taxes 2,339  259

Gain on sale of business (303) —

Change in fair value of contingent consideration liabilities 3,840  —

Change in fair value of equity investment

—  4,210

Changes in operating assets and liabilities, net of acquisitions:

(Increase) decrease in receivables from clients, net (22,660) (2,879)

(Increase) decrease in unbilled services, net (39,979) (20,617)

(Increase) decrease in current income tax receivable / payable, net (57) (5,668)

(Increase) decrease in other assets (4,354) 170

Increase (decrease) in accounts payable and other liabilities (5,005) 1,017

Increase (decrease) in accrued payroll and related benefits (142,770) (132,731)

Increase (decrease) in deferred revenues (128) (164)

Net cash used in operating activities (162,168) (106,827)

Cash flows from investing activities:

Purchases of property and equipment (5,680) (1,850)

Investments in life insurance policies —  (1,722)

Purchases of businesses, net of cash acquired 1,493  (5,190)

Capitalization of internally developed software costs (6,177) (6,679)

Proceeds from note receivable 2,250  154

Proceeds from divestiture of business 300  —

Net cash used in investing activities (7,814) (15,287)

Cash flows from financing activities:

Proceeds from exercises of stock options 708  2,527

Shares redeemed for employee tax withholdings (20,530) (32,181)

Share repurchases (153,130) (65,310)

Proceeds from bank borrowings 413,000  328,000

Repayments of bank borrowings (68,000) (109,438)

Deferred payments for business acquisitions

—  (36)

Net cash provided by financing activities 172,048  123,562

Effect of exchange rate changes on cash (115) 19

Net increase in cash and cash equivalents 1,951  1,467

Cash and cash equivalents at beginning of the period 24,508  21,911

Cash and cash equivalents at end of the period $ 26,459  $ 23,378

HURON CONSULTING GROUP INC.

SEGMENT OPERATING RESULTS AND OTHER OPERATING DATA

(Unaudited)

Three Months Ended

March 31, Percent

Increase

(Decrease)

Segment and Consolidated Operating Results (in thousands): 2026 2025

Healthcare:

Revenues before reimbursable expenses $ 225,201  $ 198,490  13.5%

Operating income $ 63,953  $ 56,316  13.6%

Segment operating margin 28.4  % 28.4  %

Education:

Revenues before reimbursable expenses $ 127,468  $ 122,748  3.8%

Operating income $ 27,578  $ 23,060  19.6%

Segment operating margin 21.6  % 18.8  %

Commercial:

Revenues before reimbursable expenses $ 91,043  $ 74,452  22.3%

Operating income $ 14,896  $ 11,296  31.9%

Segment operating margin 16.4  % 15.2  %

Total Huron:

Revenues before reimbursable expenses $ 443,712  $ 395,690  12.1%

Reimbursable expenses 8,055  8,451  (4.7)%

Total revenues $ 451,767  $ 404,141  11.8%

Items not allocated at the segment level:

Unallocated corporate expenses 60,030  52,371  14.6%

Other losses

3,840  —  N/M

Restructuring charges

(532) 1,392  N/M

Depreciation and amortization 6,506  4,177  55.8%

Operating income 36,583  32,732  11.8%

Other expense, net (9,517) (11,280) (15.6)%

Income before taxes $ 27,066  $ 21,452  26.2%

Other Operating Data:

Number of revenue-generating professionals by segment (at period end)(1):

Healthcare(4)

1,700  1,367  24.4%

Education(5)

1,117  1,189  (6.1)%

Commercial(2)(3)(4)

2,529  2,192  15.4%

Total (excluding Managed Services)

5,346  4,748  12.6%

Managed Services(5)(6)

2,643  1,657  59.5%

Total

7,989  6,405  24.7%

Revenues before reimbursable expenses by capability:

Consulting and Managed Services(5)(7)

$ 271,617  $ 223,921  21.3%

Digital 172,095  171,769  0.2%

Total $ 443,712  $ 395,690  12.1%

Number of revenue-generating professionals by capability (at period end)(1):

Consulting(5)

2,218  1,748  26.9%

Managed Services(5)(6)

2,643  1,657  59.5%

Digital 3,128  3,000  4.3%

Total 7,989  6,405  24.7%

Utilization rate by capability(8):

Consulting 74.6  % 74.1  %

Digital 74.8  % 78.2  %

(1) Consists of our full-time consultants who generate revenues based on the number of hours worked; full-time equivalents, which consists of coaches and their support staff within the culture and organizational excellence solution, consultants who work variable schedules as needed by clients, and full-time employees who provide software support and maintenance services to clients; and our Managed Services professionals who provide revenue cycle management and research administration managed services and outsourcing at our healthcare, education and research-focused clients.

(2)    The majority of our revenue-generating professionals within our Commercial segment can provide services across all of our industries, including healthcare and education, and the related costs of these professionals are allocated to each of the segments.

(3)    The increase in the number of revenue-generating professionals within our Commercial segment includes the company's acquisition of Treliant in the third quarter of 2025. This acquisition added approximately 180 revenue-generating professionals, of which approximately 65 are consultants who work variable schedules as needed by clients.

(4)    During the first quarter of 2026, we reclassified the revenue-generating professionals within one of Commercial's Digital offerings to the same Digital offering within Healthcare as these revenue-generating professionals primarily provide services to clients in the healthcare industry. This reclassification had no impact on the total Huron headcount or RBR reported for any period.

The number of revenue-generating professionals within this offering as of December 31, 2024, March 31, 2025, June 30, 2025, September 30, 2025 and December 31, 2025 was 190, 158, 154, 154, and 145, respectively. The prior period headcount reported by segment in the table above has been revised for consistent presentation.

(5)    During the first quarter of 2026, we reclassified one of the offerings within Education's Managed Services capability to Education's Consulting capability. This reclassification had no impact on the total Huron headcount or RBR reported for any period.

The number of revenue-generating professionals within this offering as of December 31, 2024, March 31, 2025, June 30, 2025, September 30, 2025 and December 31, 2025 was 23, 22, 23, 21 and 21, respectively. The prior period headcount reported by segment and by capability in the table above has been revised for consistent presentation. The prior period Education Managed Services capability headcount in footnote 6 below has been revised for consistent presentation.

RBR generated by this offering during the quarters ended March 31, 2025, June 30, 2025, September 30, 2025, and December 31, 2025 was $1.8 million, $1.4 million, $1.8 million, and $1.6 million, respectively, and during the years ended December 31, 2024 and 2025 was $7.3 million and $6.6 million, respectively. This reclassification did not impact the total Education Consulting and Managed Services RBR reported for any period, and the prior period Education Managed Services capability RBR in footnote 7 below has been revised for consistent presentation.

(6)    We have separately presented the total number of revenue-generating professionals within our Managed Services capabilities of our Healthcare and Education segments. Our Healthcare Managed Services professionals provide revenue cycle billing, collections, insurance verification and change integrity services to clients. Our Education Managed Services professionals provide research administration managed services and outsourcing at our education and research-focused clients.

The number of Managed Services professionals within our Healthcare segment was 2,537 and 1,568 as of March 31, 2026 and 2025, respectively.

The number of Managed Services professionals within our Education segment was 106 and 89 as of March 31, 2026 and 2025, respectively.

(7)    Managed Services capability revenues before reimbursable expenses within our Healthcare segment was $26.1 million and $18.3 million for the three months ended March 31, 2026 and 2025, respectively.

Managed Services capability revenues before reimbursable expenses within our Education segment was $5.8 million and $5.6 million for the three months ended March 31, 2026 and 2025, respectively.

(8)    Utilization rate is calculated by dividing the number of hours our billable consultants worked on client assignments during a period by the total available working hours for these billable consultants during the same period. Available working hours are determined by the standard hours worked by each billable consultant, adjusted for part-time hours, and U.S. standard work weeks. Available working hours exclude local country holidays and vacation days. Utilization rates are presented for our revenue-generating professionals who primarily bill on an hourly basis. We have not presented utilization rates for our Managed Services professionals as most of the revenues generated by these employees are not billed on an hourly basis.

HURON CONSULTING GROUP INC.

RECONCILIATION OF NET INCOME

TO ADJUSTED EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION AND AMORTIZATION(9)

(In thousands)

(Unaudited)

Three Months Ended

March 31,

2026 2025

Revenues before reimbursable expenses $ 443,712  $ 395,690

Reimbursable expenses 8,055  8,451

Total revenues $ 451,767  $ 404,141

Net income $ 23,247  $ 24,536

Net income as a percentage of total revenues 5.1  % 6.1  %

Add back:

Income tax expense 3,819  (3,084)

Interest expense, net of interest income 8,891  5,647

Depreciation and amortization 9,958  7,149

Earnings before interest, taxes, depreciation and amortization (EBITDA)(9)

45,915  34,248

Add back:

Restructuring charges 663  1,338

Other losses(10)

3,840  —

Gain on sale of business (303) —

Transaction-related expenses 823  1,296

Unrealized loss on long-term investments —  4,210

Foreign currency transaction losses (gains), net (347) 399

Adjusted EBITDA(9)

$ 50,591  $ 41,491

Adjusted EBITDA as a percentage of revenues before reimbursable expenses(9)

11.4  % 10.5  %

HURON CONSULTING GROUP INC.

RECONCILIATION OF NET INCOME TO ADJUSTED NET INCOME(9)

(In thousands, except per share amounts)

(Unaudited)

Three Months Ended

March 31,

2026 2025

Net income $ 23,247  $ 24,536

Weighted average shares - diluted 17,406  18,475

Diluted earnings per share $ 1.34  $ 1.33

Add back:

Amortization of intangible assets 3,902  2,036

Restructuring charges 663  1,338

Other losses(10)

3,840  —

Gain on sale of business (303) —

Transaction-related expenses 823  1,296

Unrealized loss on long-term investments —  4,210

Tax effect of adjustments (2,135) (2,309)

Total adjustments, net of tax 6,790  6,571

Adjusted net income(9)

$ 30,037  $ 31,107

Adjusted weighted average shares - diluted 17,406  18,475

Adjusted diluted earnings per share(9)

$ 1.73  $ 1.68

(9)    In evaluating the company’s financial performance and outlook, management uses earnings before interest, taxes, depreciation and amortization (“EBITDA”), adjusted EBITDA, adjusted EBITDA as a percentage of revenues before reimbursable expenses, adjusted net income, and adjusted diluted earnings per share, which are non-GAAP financial measures. Management uses these non-GAAP financial measures to gain an understanding of the company's comparative operating performance (when comparing such results with previous periods or forecasts). These non-GAAP financial

measures are used by management in their financial and operating decision making because management believes they reflect the company's ongoing business in a manner that allows for meaningful period-to-period comparisons. Management also uses these non-GAAP financial measures when publicly providing the company's business outlook, for internal management purposes, and as a basis for evaluating potential acquisitions and dispositions. Management believes that these non-GAAP financial measures provide useful information to investors and others in understanding and evaluating Huron’s current operating performance and future prospects in the same manner as management does, if they so choose, and in comparing in a consistent manner Huron’s current financial results with Huron’s past financial results. Investors should recognize that these non-GAAP financial measures might not be comparable to similarly titled measures of other companies. These measures should be considered in addition to, and not as a substitute for or superior to, any measure of performance, cash flows or liquidity prepared in accordance with accounting principles generally accepted in the United States.

(10)    The non-GAAP financial measures for the three months ended March 31, 2026 include an adjustment for $3.8 million of contingent consideration remeasurement charges to permit comparability with periods that are not impacted by these items. These remeasurement charges were recorded as a component of other losses on the consolidated statement of operations.

GRAPHIC

GRAPHIC

Filename: huronlogo.jpg · Sequence: 6

Binary file (46066 bytes)

Download huronlogo.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 8

v3.26.1

Document and Entity Information Document

May 05, 2026

Document And Entity Information [Abstract]

Document Type

8-K

Document Period End Date

May 05, 2026

Entity Registrant Name

Huron Consulting Group Inc.

Entity Incorporation, State or Country Code

DE

Entity File Number

000-50976

Entity Tax Identification Number

01-0666114

Entity Address, Address Line One

550 West Van Buren Street

Entity Address, City or Town

Chicago

Entity Address, State or Province

IL

Entity Address, Postal Zip Code

60607

City Area Code

(312)

Local Phone Number

583-8700

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Title of 12(b) Security

Common Stock, par value $0.01 per share

Trading Symbol

HURN

Security Exchange Name

NASDAQ

Entity Emerging Growth Company

false

Entity Central Index Key

0001289848

Amendment Flag

false

X

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

na

Period Type:

duration

X

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Document and entity information.

+ References

No definition available.

+ Details

Name:

hurn_DocumentAndEntityInformationAbstract

Namespace Prefix:

hurn_

Data Type:

xbrli:stringItemType

Balance Type:

na

Period Type:

duration