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ManpowerGroup Tops Q2 Forecasts and Sends Stock to Multi‑Year High

Management says stronger U.S. staffing demand and AI-driven cost cuts support a multi-quarter recovery under upbeat near-term guidance.

Overview

  • ManpowerGroup reported Q2 revenue of about $4.9 billion and adjusted EPS of $0.99, beating expectations and reversing a year-ago loss into roughly $53.5 million of net income.
  • Adjusted EBITDA rose to $103 million, a 15% increase in constant currency, and adjusted margin improved to about 2.1 percent on the operational rebound.
  • The Manpower brand led growth with five consecutive quarters of gains and U.S. Manpower revenue up about 16% on a days‑adjusted basis, reflecting stronger demand in manufacturing, logistics, retail and related sectors.
  • Company disclosures said the quarter included the sale of Jefferson Wells US plus transformation, restructuring and liquidation items that together boosted EPS by roughly $0.14, and management issued Q3 guidance calling for about 6% organic revenue growth and an EPS range of $0.96–$1.06.
  • Management is advancing AI and cost programs that it expects to scale to nearly 70% of revenue by year‑end and target $200 million of permanent savings by 2028, a plan that helped drive a sharp stock rally to multi‑year highs as investors priced in stronger earnings leverage.