My previous investment thought on ManpowerGroup ( MAN ) was a hold rating because I don’t have confidence in the revenue growth recovery strength and also because margin was not recovering. The Q4I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to ide ...

My previous investment thought on ManpowerGroup ( MAN ) was a hold rating because I don’t have confidence in the revenue growth recovery strength and also because margin was not recovering. The Q4I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to ide ...

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Key Takeaways MAN posted Q4 2025 EPS of 92 cents, beating estimates but down 9.8% year over year, as revenues rose 7.1%.MAN guided Q1 2026 EPS of 45-55 cents, including a 6-cent favorable currency impact.MAN saw strong growth in the Americas and Southern Europe, offset by declines in Northern Europe and APME.ManpowerGroup (MAN) reported impressive fourth-quarter 2025 results, beating the Zacks Consensus Estimate for both earnings and revenues.The stock has gained 9.1% since the release of results on Jan. 29 ...

BMO Capital raised the firm’s price target on ManpowerGroup (MAN) to $45 from $44 and keeps an Outperform rating on the shares. The company’s Q4 results slightly beat consensus estimates, aided by the weaker USD, though constant currency growth accelerated modestly, the analyst tells investors in a research note. Enterprise staffing and blue collar assignments are faring well while permanent placement and RPO continue to struggle, the firm added. Published first on TheFly – the ultimate source for real-t ...

Core Insights - ManpowerGroup, Inc. (MAN) reported strong fourth-quarter 2025 results, with both earnings and revenues exceeding the Zacks Consensus Estimate [1][8] - Adjusted earnings per share (EPS) were 92 cents, surpassing estimates by 10.8% but down 9.8% year over year [1][8] - Total revenues reached $4.71 billion, exceeding the consensus estimate by 2.23% and increasing 7.12% year over year [1][8] Revenue Breakdown - Revenues from America totaled $1.13 billion, above expectations of $1.05 billion, marking a 5.6% year-over-year increase [2] - U.S. revenues were $681.7 million, surpassing estimates but declining 1.5% year over year [2] - Other Americas revenues were $451.7 million, exceeding projections and increasing 18.3% year over year [2] - Southern Europe revenues reached $2.25 billion, above projections, with a 10% increase year over year [3] - France generated $1.17 billion, exceeding expectations but showing a 3.4% decline at constant currency [3] - Italy's revenues were $485.9 million, surpassing estimates with a 16.1% increase year over year [3] - Northern Europe revenues were $819.1 million, slightly below estimates, with a 6.6% increase year over year [4] - APME revenues totaled $519.7 million, missing estimates and showing a slight decline [4] Operating Performance - The company reported an operating profit of $80.6 million, reflecting an 18.4% year-over-year increase [5] Balance Sheet & Cash Flow - ManpowerGroup ended the quarter with cash and cash equivalents of $871 million, up from $509.4 million a year earlier [6] - Long-term debt increased to $1.05 billion from $929.4 million year over year [6] - The company utilized $104.1 million in cash from operating activities and spent $57.3 million on capital expenditures [6] Q1 Guidance - Management provided Q1 EPS guidance in the range of 45-55 cents, with a midpoint of 50 cents, slightly above the Zacks Consensus Estimate [7] - The guidance includes an estimated favorable currency impact of 6 cents and a 43% effective tax rate [7]

For the quarter ended December 2025, ManpowerGroup (MAN) reported revenue of $4.71 billion, up 7.1% over the same period last year. EPS came in at $0.92, compared to $1.02 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.61 billion, representing a surprise of +2.23%. The company delivered an EPS surprise of +11.11%, with the consensus EPS estimate being $0.83.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Core Insights - ManpowerGroup Inc. is a significant player in the workforce solutions industry, providing recruitment, training, and outsourcing services globally [1] - The consensus price target for ManpowerGroup has decreased from $39.78 to $32, indicating analyst caution due to weak hiring trends and foreign exchange risks, while BMO Capital maintains a higher target of $120, reflecting a more optimistic long-term outlook [2][6] - Recent financial performance shows revenue growth driven by strong staffing demand and tech-driven efficiency, but profitability remains a concern due to intense competition and market challenges [3][6] - Upcoming earnings releases, particularly the fourth-quarter 2025 results, are critical, with expectations of earnings at $0.82 per share and revenue around $4.6 billion, which will provide insights into the company's financial health [4] - The company's focus on career development in the context of AI and workforce transformation is essential for maintaining competitiveness, aligning with strategic initiatives that could impact future stock performance [5][6]

分组1 - ManpowerGroup reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, but down from $1.02 per share a year ago, representing an earnings surprise of +11.11% [1] - The company posted revenues of $4.71 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.23%, compared to year-ago revenues of $4.4 billion [2] - Manpower has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed the market, losing about 2.6% since the beginning of the year, while the S&P 500 gained 1.9% [3] - The current consensus EPS estimate for the coming quarter is $0.49 on revenues of $4.29 billion, and for the current fiscal year, it is $3.88 on revenues of $18.32 billion [7] - The Zacks Industry Rank indicates that the Staffing Firms industry is currently in the bottom 8% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Financial Data and Key Metrics Changes - The company reported revenues of $4.7 billion for Q4 2025, reflecting organic constant currency growth of 2% [4][17] - System-wide revenue, including franchise revenue, was $5.1 billion [4] - Adjusted EBITDA margin was 2.1%, consistent with the previous year [18] - Full-year reported revenues decreased 2% in constant currency to $18 billion, with adjusted EBITDA down 20% year-over-year [18] Business Line Data and Key Metrics Changes - The Manpower brand grew by 5% year-over-year in Q4, while Experis declined by 6% and Talent Solutions by 4% [19][20] - The Manpower brand accounted for 62% of gross profit, Experis 22%, and Talent Solutions 16% [21] - Gross profit margin for the quarter was 16.3%, with a decline attributed to lower permanent recruitment activity in Europe [20] Market Data and Key Metrics Changes - Revenue in the U.S. was $682 million, a 1% decrease year-over-year, driven by Experis and Talent Solutions [24] - Southern Europe revenue was $2.2 billion, marking a 1% growth after 13 consecutive quarters of decline [26] - France's revenue was $1.2 billion, showing a 3% decrease, while Italy's revenue increased by 7% [27] Company Strategy and Development Direction - The company aims to enhance operational efficiency and leverage its diversified multi-brand portfolio to capture market share [5][6] - A focus on AI integration and flexibility in workforce engagement models is central to the company's strategy [10][11] - The company is committed to maintaining cost discipline and optimizing its operating model to improve profitability [8][9] Management's Comments on Operating Environment and Future Outlook - Management noted early signs of stabilization in demand, particularly in key markets like the U.S. and France [5][16] - The company anticipates 2026 could represent an important inflection point for sustainable organic growth and margin expansion [16] - Management remains cautious about geopolitical uncertainties but is focused on supporting clients and executing in the evolving environment [16] Other Important Information - Free cash flow for the full year was an outflow of $161 million, with a strong finish in Q4 at $168 million [30] - The company ended the year with cash of $284 million and total debt of $1.1 billion [31] - The company is implementing a front office transformation program to enhance efficiency and processes [22] Q&A Session Summary Question: What are the long-term margin aspirations with PowerSuite and AI implementation? - Management expressed optimism about achieving EBITDA margin improvement over the next four years, targeting a return to the 4.5%-5% range [39][42] Question: What level of sustainable organic revenue growth is expected once the staffing market improves? - Management indicated that while predicting market recovery is challenging, they are focused on driving efficiencies and capturing share in growth markets [44][60] Question: Are there any expansions in workforce due to technology implementation? - The company is expanding teams in demand-driving roles in countries like Japan and Italy while adjusting capacity to meet demand [55]