Feb 22

Resources Connection Q3 2025 Earnings Report

Resources Connection reported a net loss due to a significant goodwill impairment, despite maintaining dividend payouts and improving pricing strategy.

Key Takeaways

RGP posted a net loss of $44.1M in Q3 FY2025, driven by a $42M non-cash goodwill impairment. Revenue declined year-over-year amid a challenging demand environment, but the company reported improved average bill rates and emphasized efficiency gains.

Reported a $44.1M net loss due to a $42M goodwill impairment.

Revenue declined 14.5% YoY to $129.4M.

Adjusted EPS was $(0.08), down from $0.17 in Q3 FY2024.

Average bill rate improved to $123, reflecting value-based pricing.

Total Revenue
$129M
Previous year: $151M
-14.5%
EPS
-$0.08
Previous year: $0.17
-147.1%
Gross Margin %
35.1%
Previous year: 37%
-5.1%
Effective Tax Rate
11.3%
Previous year: 43.2%
-73.8%
Consultant Headcount
2.51K
Gross Profit
$45.4M
Previous year: $53.9M
-15.7%
Cash and Equivalents
$72.5M
Previous year: $114M
-36.3%
Total Assets
$376M
Previous year: $523M
-28.2%

Resources Connection

Resources Connection

Resources Connection Revenue by Segment

Resources Connection Revenue by Geographic Location

Forward Guidance

Management expects cautious demand to persist, but is optimistic about larger deal opportunities and diversification benefits.

Positive Outlook

  • Improved pipeline quality with higher-value opportunities.
  • Stronger pricing and average deal sizes.
  • Improved cost efficiency under restructuring plan.
  • Continued focus on strategic diversification.
  • Strong client relationships across segments.

Challenges Ahead

  • Macro uncertainty continues to impact demand.
  • Mid-week holidays negatively affected billable hours.
  • Net loss driven by significant goodwill impairment.
  • SG&A expenses increased due to restructuring and tech investments.
  • On-Demand segment remains challenged due to low talent movement.

Revenue & Expenses

Visualization of income flow from segment revenue to net income