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Mar 31

CBIZ Q1 2025 Earnings Report

CBIZ reported strong first-quarter results with significant revenue and earnings growth driven by the Marcum integration.

Key Takeaways

CBIZ delivered a robust performance in Q1 2025, achieving notable growth in revenue and profitability. The Marcum acquisition contributed substantially to results, and operational efficiency remained strong despite broader economic challenges.

Total Revenue
$838M
Previous year: $494M
+69.5%
EPS
$2.29
Previous year: $1.54
+48.7%
Adjusted EBITDA
$238M
Previous year: $119M
+100.0%
Adjusted Net Income
$147M
Previous year: $81.9M
+79.7%
GAAP Diluted EPS
$1.91
Previous year: $1.53
+24.8%
Gross Profit
$228M
Previous year: $118M
+93.6%
Cash and Equivalents
$8.85M
Previous year: $1.4M
+531.2%
Total Assets
$4.59B
Previous year: $2.2B
+108.7%

CBIZ

CBIZ

CBIZ Revenue by Segment

Forward Guidance

CBIZ expects continued growth for full-year 2025 but remains cautious due to macroeconomic uncertainty and reduced visibility into demand for non-recurring services.

Positive Outlook

  • Revenue expected between $2.8B and $2.95B
  • Adjusted EPS projected between $3.60 and $3.65
  • Adjusted EBITDA guidance of $450M to $456M
  • Marcum integration progressing on schedule
  • Strong employee and client retention observed

Challenges Ahead

  • Economic and geopolitical uncertainty impacting non-recurring services
  • Limited visibility into forecasting client demand
  • Expected pressure on non-core service revenue
  • Increased leverage post-acquisition may impact flexibility
  • Continued integration and restructuring costs expected

Revenue & Expenses

Visualization of income flow from segment revenue to net income