CBIZ Inc
Investor Relations

CBIZ Inc. is a professional services company that helps businesses handle accounting, tax, payroll, employee benefits, insurance brokerage, and advisory work. It is not a product manufacturer or a software pure-play; it sells expert services that companies need to stay compliant, manage risk, and run their back-office functions more smoothly. Its clients are mainly small and middle-market businesses, plus organizations that want outside help with finance, people, and insurance tasks. The company makes money by charging fees for consulting and compliance work, and by earning commissions and service revenue in areas like insurance and employee benefits. Some of its work is project-based, while other parts are recurring because clients return each year for tax, payroll, or benefits administration. That mix gives CBIZ a business built around long-term client relationships rather than one-time transactions. What makes CBIZ distinct is its role as an outsourced support partner for business owners and managers who do not want to build every specialty function in-house. It sits between the client and the complex rules around taxes, benefits, and risk management, turning specialized know-how into a practical service. That gives it a steady place in the business-services chain, especially for companies that need both technical expertise and ongoing administrative help.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Apr 29, 2026
AI Summary
Q1 2026

Solid start: CBIZ said first-quarter results were in line with expectations, with revenue, profitability and free cash flow all up year over year.

Guidance: The company reaffirmed its full-year revenue, adjusted EBITDA and free cash flow outlook, while raising adjusted EPS to reflect share repurchases and a stock compensation adjustment.

Organic growth: Organic revenue growth improved through the quarter and management expects growth to accelerate as temporary integration and client-attrition headwinds fade.

AI push: Management is moving from AI-assisted tools to agentic AI and says the investments should boost productivity, margins and revenue opportunities without replacing the firm’s advisory role.

Capital returns: CBIZ repurchased about $63 million of stock through the end of April and said buybacks will remain active and opportunistic.

Demand backdrop: Advisory demand and capital markets activity improved, with management citing a favorable pipeline and better visibility over the next 60 to 90 days.

Key Financials
Revenue
$849 million
Organic revenue growth
1%
Adjusted EBITDA
$244 million
Adjusted EBITDA margin
slightly higher
Adjusted diluted earnings per share
$2.50
Free cash flow
improved $64 million YoY
Share repurchases
$63 million
Net leverage
approximately 3.4x
Financial Services revenue growth
2.1%
Financial Services organic revenue growth
1.8%
Financial Services headwind
approximately 200 basis points
Benefits and Insurance revenue
$108 million
Producer growth target
approximately 15%
Offshore hours
approximately 6% in 2025
Weighted average diluted share count
approximately 60.5 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jerome P. Grisko Jr.
President, CEO & Director
No Bio Available
Mr. Ware H. Grove
Senior VP & CFO
No Bio Available
Mr. Chris Spurio CPA
President of Financial Services Group
No Bio Available
Mr. Michael P. Kouzelos CPA
President of Benefits & Insurance Services, Inc.
No Bio Available
Mr. John Aaron Fleischer
Senior VP & Chief Information Officer
No Bio Available
Ms. Elizabeth A. Newman
Senior VP, Chief Human Resources & Administrative Officer
No Bio Available
Ms. Jaileah X. Huddleston
Senior VP, Chief Legal Officer & Corporate Secretary
No Bio Available
Mr. Matthew Joseph Morelli
Senior Vice President of Corporate Development
No Bio Available
Ms. Donna M. Mirandola
Chief Marketing Officer
No Bio Available
Mr. Richard E. Mills
Chief Operating Officer of Financial Services
No Bio Available

Contacts

Address
OHIO
Independence
6801 Brecksville Road, Door N
Contacts
+12164479000.0
www.cbiz.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett