HURN

Huron Consulting Group Inc.

7 filings tracked

industrialsprofessional servicesSMALL ($300M-2B)

Signal Magnitude Chart

bullish

bearish

neutral

Signal Timeline

bullishMay 5

Adjusted EBITDA increased 21.9% to $50.6 million.

earnings beat

70%

bullishMay 5

Deployed $155.5 million for share repurchases in Q1 2026.

buyback

90%

bearishMay 5

Total borrowings increased 67% to $856 million.

debt restructure

60%

bullishMay 5

Adjusted EBITDA margin expanded to 11.4% from 10.5%.

margin expansion

40%

neutralMay 5

Growth heavily driven by acquisitions of Treliant, AXIOM, and others.

acquisition

50%

bullishMay 5

Adjusted EBITDA increased 21.9% to $50.6 million.

earnings beat

70%

bullishMay 5

Deployed $155.5 million for share repurchases in Q1 2026.

buyback

90%

bearishMay 5

Total borrowings increased 67% to $856 million.

debt restructure

60%

bullishMay 5

Adjusted EBITDA margin expanded to 11.4% from 10.5%.

margin expansion

40%

neutralMay 5

Growth heavily driven by acquisitions of Treliant, AXIOM, and others.

acquisition

50%

bullishMay 5

Adjusted EBITDA increased 21.9% to $50.6 million.

earnings beat

70%

bullishMay 5

Deployed $155.5 million for share repurchases in Q1 2026.

buyback

90%

bearishMay 5

Total borrowings increased 67% to $856 million.

debt restructure

60%

bullishMay 5

Adjusted EBITDA margin expanded to 11.4% from 10.5%.

margin expansion

40%

neutralMay 5

Growth heavily driven by acquisitions of Treliant, AXIOM, and others.

acquisition

50%

bullishMay 5

Adjusted EBITDA increased 21.9% to $50.6 million.

earnings beat

70%

bullishMay 5

Deployed $155.5 million for share repurchases in Q1 2026.

buyback

90%

bearishMay 5

Total borrowings increased 67% to $856 million.

debt restructure

60%

bullishMay 5

Adjusted EBITDA margin expanded to 11.4% from 10.5%.

margin expansion

40%

neutralMay 5

Growth heavily driven by acquisitions of Treliant, AXIOM, and others.

acquisition

50%

bullishMay 5

Adjusted EBITDA increased 21.9% to $50.6 million.

earnings beat

70%

bullishMay 5

Deployed $155.5 million for share repurchases in Q1 2026.

buyback

90%

bearishMay 5

Total borrowings increased 67% to $856 million.

debt restructure

60%

bullishMay 5

Adjusted EBITDA margin expanded to 11.4% from 10.5%.

margin expansion

40%

neutralMay 5

Growth heavily driven by acquisitions of Treliant, AXIOM, and others.

acquisition

50%

bullishMay 5

Adjusted EBITDA increased 21.9% to $50.6 million.

earnings beat

70%

bullishMay 5

Deployed $155.5 million for share repurchases in Q1 2026.

buyback

90%

bearishMay 5

Total borrowings increased 67% to $856 million.

debt restructure

60%

bullishMay 5

Adjusted EBITDA margin expanded to 11.4% from 10.5%.

margin expansion

40%

neutralMay 5

Growth heavily driven by acquisitions of Treliant, AXIOM, and others.

acquisition

50%

bullishMay 5

Adjusted EBITDA increased 21.9% to $50.6 million.

earnings beat

70%

bullishMay 5

Deployed $155.5 million for share repurchases in Q1 2026.

buyback

90%

bearishMay 5

Total borrowings increased 67% to $856 million.

debt restructure

60%

bullishMay 5

Adjusted EBITDA margin expanded to 11.4% from 10.5%.

margin expansion

40%

neutralMay 5

Growth heavily driven by acquisitions of Treliant, AXIOM, and others.

acquisition

50%

Filing History

10-QMay 5, 2026

The Q1 2026 filing presents a company at a crossroads between high-velocity growth and increasing financial leverage. On one hand, Huron is successfully expanding its footprint in healthcare and commercial sectors, achieving meaningful top-line growth and improving adjusted EBITDA margins. The ability to maintain utilization rates while scaling headcount suggests a strong market demand for its core consulting services. However, the trade-off is a significantly more leveraged balance sheet and a dependency on M&A to drive growth. The divergence between the surging consulting business and the flat digital segment suggests that the transition to a tech-enabled platform is taking longer than anticipated. Investors must now weigh the benefits of aggressive share buybacks and top-line expansion against the risks of rising debt service and the potential for goodwill impairment if organic growth fails to accelerate.