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CBIZ, Inc. reports developments tied to its national professional services advisory business for middle-market organizations. Company news centers on financial results, revenue trends in Financial Services, earnings outlooks, free cash flow, share repurchases, and capital allocation.
Updates also cover CBIZ's accounting, tax, advisory, benefits, insurance, and technology capabilities, including post-acquisition integration activity, leadership changes, technology and AI initiatives, and research on middle-market business conditions. Recurring releases frame CBIZ around client service expansion, industry specialization, cost productivity, talent, and technology priorities across its U.S. advisory platform.
CBIZ (NYSE: CBZ) released its latest Mid-Market Pulse Report, based on input from more than 500 business leaders and CBIZ team members. Mid-market firms remain growth-focused but face rising costs, talent shortages, and policy uncertainty. Key indices show early-stage AI adoption, elevated cost pressure, and manageable regulatory impact.
39% prioritize digital and AI transformation and 37% focus on talent and culture, yet 48% cite lack of internal expertise as the top AI barrier and 44% point to skills gaps as the main execution challenge. Cost pressures affect labor (73%), technology (68%), and healthcare (61%), while 76% see strong demand for tax strategy and planning. CBIZ’s new Mid-Market Performance Indices report an AI Adoption Index of 35, a Cost Pressure Index of 42, and a Regulatory Impact Index of 37. CBIZ also introduced Insights. Applied., a solution suite to help businesses turn data into coordinated action across operations, tax, and technology.
CBIZ (NYSE:CBZ) reported Q1 2026 results: total revenue $849M (+1.3% YoY), net income $162M (+31.6% YoY), GAAP EPS $2.63 (+37.7%), adjusted EBITDA $244M (+1.5%), and adjusted diluted EPS $2.50 (+7.3%). Operating cash flow rose 71.1% and free cash flow rose 69.5%.
The company repurchased ~2M shares for ~$63M through April, reduced net leverage 0.5x YoY, and raised 2026 adjusted EBITDA and adjusted diluted EPS outlooks to $465–475M and $4.00–4.10, respectively, while keeping revenue guidance at ~$2.8–2.9B.
CBIZ (NYSE: CBZ) will report first-quarter 2026 results for the period ended March 31, 2026, after markets close on April 29, 2026. A conference call with CEO Jerry Grisko and CFO Brad Lakhia is scheduled for 5:00 p.m. ET that day.
The call will be webcast live and archived on the CBIZ investor relations site. Investors may register to receive dial-in details and a personal PIN; early dial-in (~10 minutes) is recommended to avoid delays.
CBIZ (NYSE: CBZ) elevated Peter Scavuzzo to Senior Vice President, Chief Information & Technology Officer, effective May 1, 2026, and he will continue as President of CBIZ Technology. Scavuzzo succeeds CIO John Fleischer, who is retiring after 12 years with CBIZ.
Scavuzzo will unify enterprise IT, client-facing solutions, and Business Transformation and Innovation to advance technology, data, and AI across the company, align investments with business goals, and focus on resilience, security, and accelerated delivery. He joined CBIZ in 2024 and has over 25 years experience, including leading more than 50 M&A deals.
CBIZ (NYSE: CBZ) on March 18, 2026 released “The Tradeoff Economy”, a report with NCMM and Ohio State based on a 400-executive survey exploring how middle market leaders weigh competing priorities.
Key findings: 9 in 10 innovation-focused leaders reported year-over-year revenue growth; 51% grew by 10% or more; 78% prioritize accuracy over speed; 75% choose quality over cost; 78% favor long-term value.
CBIZ (NYSE:CBZ) reported full-year 2025 revenue of $2.76B (up 52.1%) and GAAP EPS of $1.83 (up 134.6%). Adjusted EBITDA was $446.9M and adjusted EPS $3.61. Management says Marcum integration is nearly complete and 2026 guidance forecasts low‑ to mid‑single digit revenue growth and stronger free cash flow.
Board approved a $168M repurchase (2.5M shares) and authorized an additional 5M shares; 2026 outlook targets $270M–$290M free cash flow.
CBIZ (NYSE:CBZ) released its Q1 2026 Mid-Market Pulse Report on Feb 19, 2026, based on feedback from more than 1,300 clients and client service professionals. The report finds 84% prioritize cost optimization, 43% invest in talent, and 41% cite tech/AI modernization concerns.
CBIZ also launched Insights. Applied. to help middle-market firms convert report priorities into operational programs focused on efficiency, talent, and technology.
CBIZ (NYSE: CBZ) will announce fourth-quarter and full-year 2025 financial results after markets close on Feb 25, 2026. A conference call and live webcast will be held at 5:00 p.m. ET the same day, hosted by President & CEO Jerry Grisko and CFO Brad Lakhia.
Investors can register for dial-in details and access the live webcast and archived replay via the company's investor relations site.
CBIZ (NYSE: CBZ) on December 18, 2025 announced three senior leadership appointments to advance its growth strategy: Bruce Ditman as National Leader, Industries; David Fisher as Vice President, Artificial Intelligence; and Marina Margarucci as National Leader, Private Client Services.
The hires emphasize industry specialization, accelerated enterprise AI capability, and expanded private client wealth services, and are presented as steps to scale services, deepen expertise, and support client outcomes.
CBIZ (NYSE:CBZ) released its 2026 Benefits & Insurance Market Outlook on December 10, 2025, offering guidance for employers facing rising costs, regulatory change, and shifting workforce priorities.
Key findings: projected 10% healthcare cost increase per employee in 2026; an 81% surge in GLP-1 medication costs since 2023; 70% of employees say customizable benefits boost loyalty; major regulatory changes including SECURE 2.0 Roth catch-up and new tax credits under OBBBA; and accelerating use of AI and automation in HR with rising need for AI governance.