Huron Consulting Group (HURN) Investor presentation summary

Strategic positioning and market focus

• Operates as a global professional services firm with a focus on healthcare, education, and commercial industries, emphasizing digital transformation and operational optimization.

• 2025 revenues before reimbursable expenses (RBR) reached $1.66B, with healthcare contributing 50%, education 30%, and commercial 20%.

• Digital capabilities accounted for 41% of 2025 RBR, with 87% of digital RBR from technology services.

• Maintains leading market positions in healthcare and education, with targeted expansion in commercial sectors.

Financial performance and outlook

• Achieved 12% year-over-year RBR growth in 2025, with adjusted EBITDA margin rising to 14.3%.

• 2025 adjusted diluted EPS grew 21% year-over-year, with guidance for 2026 RBR at $1.78B–$1.86B.

• Medium-term goals include low double-digit annual RBR growth, expanding adjusted EBITDA margin to 15–17% by 2029, and doubling adjusted diluted EPS by 2029.

• Free cash flow conversion target set at 75% of annual adjusted EBITDA.

Segment highlights and growth strategies

• Healthcare segment RBR grew 11% year-over-year, with a focus on digital, managed services, and leveraging AI for operational improvement.

• Education segment RBR increased 6%, emphasizing digital strategy, automation, and portfolio expansion into new markets.

• Commercial segment RBR rose 27%, driven by digital transformation, industry-specific solutions, and expansion into new geographies.

• Each segment is leveraging AI and automation to enhance client outcomes and internal efficiencies.