Reading RGP? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
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NASDAQIndustrialsConsulting ServicesSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak. Earnings quality cannot be assessed since the company was unprofitable over the past year. Management's recent track record has been unsteady, with frequent changes. Risk is elevated, and the sector backdrop is a headwind. Peer multiples imply a price about 78% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk. This pattern occurs because it trades below peer multiples, but recent financials are weak. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 2 valuation methods, at three horizons. Current price $4.39. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $4.36 RGP trades at 0× p/s, below its 2× p/s peer median. Our $20 fair value sits above the price; low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 78% below a flat-multiple fair value, below our forecast of about -14%. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
No fragility gates fired.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 58% of the time over the next year (vs 62% for the rest of the cohort, n=3678).
Over the trailing year it converted -0.16x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.03 → $-0.05 (-266.7% / 30d). 0 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 50% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$186.
How much price usually moves either way.
On a bad day, this stock has moved -$436.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,979.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: If sector growth gets better, Resources Connection may earn more money.
Confirms:Sector revenue growth exceeds 5% in the next quarter.
Disproves:Sector revenue growth stays below 5% or keeps slowing down.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for RGP yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On May 5, 2026, Resources Connection, Inc. (the “Company”) announced the retirement of A. Robert Pisano and Robert Kistinger from the Company’s Board of Directors (the “Board”) effective immediately prior to the Company’s 2026 Annual Meeting of Stockholders. Both Messrs. Pisano and Kistinger intend to remain on the Board until the Company’s 2026 Ann…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
A side-by-side read on sector standing, valuation, and risk versus Research & Consulting Services.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
RGP Resources Connection, Inc. | Typical Show detailsSector percentile: 35 of 100 | inexpensive | elevated |
VRSK Verisk Analytics | Above typical Show detailsSector percentile: 84 of 100 | fair | elevated |
EFX Equifax | Above typical Show detailsSector percentile: 86 of 100 | fair | elevated |
TRU TransUnion | Above typical Show detailsSector percentile: 93 of 100 | inexpensive | moderate |
BAH Booz Allen Hamilton | Above typical Show detailsSector percentile: 96 of 100 | inexpensive | elevated |
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 59% of the time over the next year (vs 59% for the rest of the cohort, n=840).
Not investment advice. As of 2026-06-16.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The company aims to simplify its business portfolio through strategic divestitures.
Newly stated in 2026-Q3. The company announced the sale of Sitrick to simplify its business portfolio. This strategic move is part of a broader transformation initiative. Financials show a net income of -$9.47M in 2026-Q3, indicating challenges in achieving profitability. The trajectory is in early stages with limited substantive delivery so far.
“The company has agreed to sell 100% of the membership interests of Sitrick.”
The company plans to reduce its cost structure through workforce reductions.
Newly stated in 2026-Q2. The company expects annual cost savings of $6M to $8M from workforce reductions. Operating income was -$8.34M in 2026-Q3, showing ongoing financial challenges. The cost reduction initiative is in its initial phase with limited progress visible in financials.
“Authorized a reduction of our global management and administrative workforce.”
The company continues to maintain a quarterly dividend payment of $0.07 per share.
Stated in 2 of last 2 quarters. The company maintained a dividend of $0.07 per share in both 2026-Q2 and 2026-Q3. Despite a net income of -$9.47M in 2026-Q3, the company continues to prioritize returning capital to shareholders. The trajectory shows consistent dividend payments amidst financial challenges.
Other Events . Approval of Dividend. On April 23, 2026, the Board of Directors (the “Board”) of Resources Connection, Inc. (the “Company”) approved a dividend of $0.07 per share on the Company’s common stock. The dividend is payable May 21, 2026 to stockholders of record at the close of business on June 19, 2026. The Board will assess and approve future dividends quarterly. The full text of the Company’s press release, issued on April 28, 2026, announcing the quarterly dividend payment is inc…
of this current report on Form 8-K, as well as Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such fil…
Other Events. On April 7, 2026, the Company entered into a Membership Interest Purchase Agreement (the “Purchase Agreement”) with Sitrick Group, LLC (“Sitrick”) and Sitrick, LLC (the “Buyer”), pursuant to which the Company has agreed to sell 100% of the membership interests of Sitrick to the Buyer. The Company initiated the sale in connection with its broader transformation initiative to simplify its business portfolio. The Purchase Agreement provides for a purchase price equal to the agreed…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 3, 2026, Resources Connection, Inc. (the “Company”) entered into a Separation and General Release Agreement with Bhadreskumar Patel, the Company’s Chief Operating Officer, (the “Separation Agreement”) that provides the last day of Mr. Patel’s employment by the Company will be May 15, 2026 (the “Separation Date”). The Company will continue…
“Approved a dividend of $0.07 per share on the Company’s common stock.”
“Approved a dividend of $0.07 per share on the Company’s common stock.”