Barrett Business Services Q2 Earnings Call Highlights

Barrett Business Services (NASDAQ: BBSI) shares fell 21.1% after the company reported Q2 2026 results that missed Wall Street profit expectations. EPS was $0.52, 6.3% below estimates, while revenue was $319.3 million, in line. Adjusted operating margin fell to 4.8% from 7.5% a year earlier.

Barrett Business Services (NASDAQ: BBSI) reported Q2 CY2026 revenue of $319.3 million, up 3.8% year over year and in line with Wall Street expectations, according to the company. GAAP EPS was $0.52, down from $0.70 a year earlier and 6.3% below consensus. Adjusted operating margin was 4.8%, down 2.7 points. Analysts project full-year EPS rising to $2.18 from $1.36.

BARRETT BUSINESS SERVICES INC (BBSI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 bbsi-ex99_1.htm EX-99.1 EX-99.1 EXHIBIT 99.1 BBSI Reports Second Quarter 2026 Financial Results - Revenues up 4% to $319.3 Million and Gross Billings up 3% to $2.29 Billion - VANCOUVER, Washington, August 5, 2026 – Barrett Business Services, Inc. (“BBSI” or the “Company

Janus Living (NYSE:JAN) reported sequential same-store NOI margin down 40 bps, citing seasonality. Occupancy rose for independent living but fell for skilled nursing. The company acquired two communities for $105M, sold one for $23M, and completed $1B more acquisitions post-quarter. It raised 2026 FFO guidance to $0.95-$0.98 and same-store adjusted NOI growth to 13%-17%.

Joby Aviation (NYSE:JOBY) raised full-year revenue guidance to $115 million to $125 million from $105 million to $115 million. Q2 cash use was about $202 million and GAAP net loss was $245 million, including a $108 million non-cash warrant and earn-out fair value change. For 2H 2026, it expects $385 million to $415 million cash use. The company said aircraft availability is a key constraint on Blade routes and outlined manufacturing, infrastructure, and JV plans with Toyota.

James Hardie (NYSE:JHX) said about one-third of fiber-cement growth came from strategic initiatives, one-third from prior-year destocking comparisons, and the rest from price and mix. June sell-through rose 19%. Deck, Rail & Accessories sales fell 5% to $305.1M with 27.1% Adjusted EBITDA margin. Q2 net sales forecast $1.485B-$1.575B and FY2027 outlook raised; FCF Q1 was $254M and it redeemed $400M notes.