Kforce, Inc. (KFRC)

NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-10-23

$58.50+9.02%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Kforce, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q3
Revenue	$349M–$357M	—
EPS	$0.71–$0.79	—
Operating margin	5.3%–5.7%	—
FY 2026 · Q4
Revenue	—	349.48M
EPS	—	0.597
FY 2026 · Annual
Revenue	—	1.38B
EPS	—	2.539
FY 2027 · Annual
Revenue	—	1.44B
EPS	—	3.088

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Gross profit margin near 27.8%	Profit margins stay near 27.8%.	Intact	Gross margin falls below 26.5% (mid-cycle floor)	Gross margin: 28.47% FY2026-Q2; GAAP. Published target: ~27.8% gross margin. The target does not explicitly identify fiscal versus calendar quarters. Source published Jul 29, 202628.469847 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 3cdacece-7b4b-4226-b2c7-28215a062b61. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 2 of last 2 quarters. Gross profit margin improved from 27.3% in 2026-Q1 to 28.5% in 2026-Q2, a 120 basis point sequential increase and 140 basis points above 27.1% in 2025-Q2. Flex gross profit margins also improved. This shows management is delivering on margin improvement. Delivery assessment Oct 24, 2026
Operating margin near 5.2%	A supporting condition in Kforce, Inc.'s published investment case. The stated target is ~5.2% operating margin.	Intact	Operating margin falls below 4.5%	Operating margin: 5.37% FY2026-Q2; GAAP. Published target: ~5.2% operating margin. The target does not explicitly identify fiscal versus calendar quarters. Source published Jul 29, 20265.367975 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 3cdacece-7b4b-4226-b2c7-28215a062b61. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue growth at or above 4.6% annually	A primary condition in Kforce, Inc.'s published investment case. The stated target is >=4.6% YoY.	Intact	YoY revenue growth falls below 4.6% next year	Revenue growth: 4.49% FY2026-Q2; GAAP. Published target: >=4.6% YoY. Target period is not explicitly aligned with this observation. Source published Jul 29, 20264.49126 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 3cdacece-7b4b-4226-b2c7-28215a062b61. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Continued execution of share repurchase program	A supporting condition in Kforce, Inc.'s published investment case. The stated target is Maintain active buyback program.	Intact	No share repurchase activity for two consecutive quarters	Active buybacks in 3/4 quarters vs no-activity trip KFRC announced share repurchase plans in March, June, and September 2026, demonstrating consistent capital allocation activity. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

$2.93 → Unavailable · observed estimates

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$2.93	Unavailable	5 / 4
2026-07-25	Unavailable	Unavailable	3 / 3
2026-07-26	$2.95	Unavailable	5 / 4
2026-07-27	Unavailable	Unavailable	3 / 3
2026-07-28	Unavailable	Unavailable	3 / 3
2026-07-29	$3.09	Unavailable	5 / 4
2026-07-30	$3.09	Unavailable	5 / 4
2026-07-31	$3.09	Unavailable	5 / 4
2026-08-01	Unavailable	Unavailable	3 / 3
2026-08-02	$3.09	Unavailable	5 / 4
2026-08-03	Unavailable	Unavailable	3 / 3
2026-08-04	$3.09	Unavailable	5 / 4
2026-08-05	$3.09	Unavailable	5 / 4
2026-08-06	$3.09	Unavailable	5 / 4
2026-08-07	Unavailable	Unavailable	3 / 3
2026-08-08	$3.09	Unavailable	5 / 4
2026-08-09	$3.09	Unavailable	5 / 4
2026-08-10	Unavailable	Unavailable	3 / 3
2026-08-12	Unavailable	Unavailable	3 / 3
2026-08-13	Unavailable	Unavailable	3 / 3
2026-08-14	Unavailable	Unavailable	3 / 3
2026-08-15	Unavailable	Unavailable	3 / 3
2026-08-16	Unavailable	Unavailable	3 / 3
2026-08-17	Unavailable	Unavailable	3 / 3
2026-08-18	Unavailable	Unavailable	3 / 3
2026-08-19	Unavailable	Unavailable	3 / 3
2026-08-20	Unavailable	Unavailable	3 / 3
2026-08-21	Unavailable	Unavailable	3 / 3
2026-08-22	Unavailable	Unavailable	3 / 3
2026-08-23	Unavailable	Unavailable	3 / 3
2026-08-24	Unavailable	Unavailable	3 / 3
2026-08-25	Unavailable	Unavailable	3 / 3
2026-08-26	Unavailable	Unavailable	3 / 3
2026-08-27	Unavailable	Unavailable	3 / 3
2026-08-28	Unavailable	Unavailable	3 / 3
2026-08-29	Unavailable	Unavailable	3 / 3
2026-08-30	Unavailable	Unavailable	3 / 3
2026-08-31	Unavailable	Unavailable	3 / 3
2026-09-01	Unavailable	Unavailable	3 / 3
2026-09-02	Unavailable	Unavailable	3 / 3
2026-09-03	Unavailable	Unavailable	3 / 3
2026-09-04	Unavailable	Unavailable	3 / 3
2026-09-05	Unavailable	Unavailable	3 / 3
2026-09-06	Unavailable	Unavailable	3 / 3
2026-09-07	Unavailable	Unavailable	3 / 3
2026-09-08	Unavailable	Unavailable	3 / 3
2026-09-09	Unavailable	Unavailable	3 / 3
2026-09-10	Unavailable	Unavailable	3 / 3
2026-09-11	Unavailable	Unavailable	3 / 3
2026-09-12	Unavailable	Unavailable	3 / 3
2026-09-13	Unavailable	Unavailable	3 / 3
2026-09-14	Unavailable	Unavailable	3 / 3
2026-09-15	Unavailable	Unavailable	3 / 3
2026-09-16	Unavailable	Unavailable	3 / 3
2026-09-17	Unavailable	Unavailable	3 / 3
2026-09-18	Unavailable	Unavailable	3 / 3
2026-09-19	Unavailable	Unavailable	3 / 3
2026-09-20	Unavailable	Unavailable	3 / 3
2026-09-21	Unavailable	Unavailable	3 / 3
2026-09-22	Unavailable	Unavailable	3 / 3
2026-09-23	Unavailable	Unavailable	3 / 3
2026-09-24	Unavailable	Unavailable	3 / 3
2026-09-25	Unavailable	Unavailable	3 / 3
2026-09-26	Unavailable	Unavailable	3 / 3
2026-09-27	Unavailable	Unavailable	3 / 3
2026-09-28	Unavailable	Unavailable	3 / 3
2026-09-29	Unavailable	Unavailable	3 / 3
2026-09-30	Unavailable	Unavailable	3 / 3
2026-10-01	Unavailable	Unavailable	3 / 3
2026-10-02	Unavailable	Unavailable	3 / 3
2026-10-03	Unavailable	Unavailable	3 / 3
2026-10-04	Unavailable	Unavailable	3 / 3
2026-10-05	Unavailable	Unavailable	3 / 3
2026-10-06	Unavailable	Unavailable	3 / 3
2026-10-07	Unavailable	Unavailable	3 / 3
2026-10-08	Unavailable	Unavailable	3 / 3
2026-10-09	Unavailable	Unavailable	3 / 3
2026-10-10	Unavailable	Unavailable	3 / 3
2026-10-11	Unavailable	Unavailable	3 / 3
2026-10-12	Unavailable	Unavailable	3 / 3
2026-10-13	Unavailable	Unavailable	3 / 3
2026-10-14	Unavailable	Unavailable	3 / 3
2026-10-15	Unavailable	Unavailable	3 / 3
2026-10-16	Unavailable	Unavailable	3 / 3
2026-10-17	Unavailable	Unavailable	3 / 3
2026-10-18	Unavailable	Unavailable	3 / 3
2026-10-19	Unavailable	Unavailable	3 / 3
2026-10-20	Unavailable	Unavailable	3 / 3
2026-10-21	Unavailable	Unavailable	3 / 3
2026-10-22	Unavailable	Unavailable	3 / 3
2026-10-23	Unavailable	Unavailable	3 / 3
2026-10-24	Unavailable	Unavailable	3 / 3

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	2	3
2026-06-01	2	3
2026-07-01	2	3
2026-08-01	2	3
2026-09-01	2	3
2026-10-01	2	3

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 2 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Gross profit margin near 27.8%Gross margin: 28.47%
Operating margin near 5.2%Operating margin: 5.37%
Revenue growth at or above 4.6% annuallyRevenue growth: 4.49%

Next proof point

Oct 26, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.1%Typical daily move · historical

Downside history

-29.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Kforce, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a cyclical staffing and workforce-solutions business, with results exposed to changes in the sector backdrop. Its multi-year view is intact: recent financial performance is strong, and management is delivering on stated growth and margin priorities, but risk remains high.

What's priced into Kforce, Inc.

Valuation is neutral, with KFRC at a premium to peers and expectations broadly aligned with the evidence. The valuation measure fell recently, and the priced-in assessment says fragility is low rather than showing a broad mix of expensive valuation, weak execution, and turbulence.

What the fundamentals likely do

Near term, recent results show revenue growth and improving gross and operating margins, while management guidance projects further revenue growth in the next quarter. The next-call guidance remains a key risk: a cut could matter, especially given a history of recent misses, though the stated miss risk is low. Over the multi-year view, continued progress depends on sustaining growth and profitability as sector conditions remain a headwind.

What Kforce, Inc. hinges on

The thesis is supported if revenue growth and margin improvement continue and sector bellwethers PAYX, RHI, and KFY keep reporting strong results and guidance. It weakens if KFRC cuts guidance or those peers begin missing or guiding lower, which could remove sector support.