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Cbiz Inc SEC Filings

CBZ NYSE

Welcome to our dedicated page for Cbiz SEC filings (Ticker: CBZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

CBIZ Inc.’s filings rarely read like a typical manufacturer’s 10-K. Each report blends audit fees, employee-benefit brokerage margins, and dozens of small acquisitions—making the disclosures a dense mix of service-sector data and insurance metrics. If you have asked, “How do I find CBIZ’s segment earnings in the 10-K?” or “Where are CBIZ insider trading Form 4 transactions posted?”, you are in the right place.

Stock Titan’s AI engine breaks those multi-layered documents into clear takeaways. Need the footnote that details last quarter’s client-list acquisition? Our platform flags it within seconds. Curious about executive compensation? We highlight the exact pages of the proxy so you can compare cash bonuses to equity awards. Whether you are tracking a CBIZ quarterly earnings report 10-Q filing, monitoring CBIZ Form 4 insider transactions in real time, or seeking CBIZ 8-K material events explained, every filing lands here the moment EDGAR publishes it—already summarized and linked to key metrics.

Here’s what investors typically mine from specific forms:

  • 10-K & 10-Q: AI-tagged tables show revenue by Financial Services versus Benefits & Insurance, plus goodwill arising from roll-up deals—ideal for understanding CBIZ SEC documents with AI.
  • 8-K: Immediate alerts when CBIZ announces a new acquisition or leadership change, with our AI explaining material terms in plain language.
  • Form 4: CBIZ executive stock transactions Form 4 give insight into partner equity movements; we chart buys and sells for pattern analysis.
  • DEF 14A: The CBIZ proxy statement executive compensation section is parsed so you can benchmark talent costs.

No more hunting through 300 pages—our AI-powered summaries, expert commentary, and real-time updates transform CBIZ annual report 10-K simplified and CBIZ earnings report filing analysis into actionable intelligence you can read in minutes.

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Chemed (CHE) Q2-25 10-Q highlights

  • Consolidated revenue rose 3.9% YoY to $618.8 M, driven by 5.8% growth at VITAS ($396.2 M) and flat Roto-Rooter sales ($222.6 M).
  • Net income fell 25.9% YoY to $52.5 M; operating margin compressed to 11.0% (vs 14.8%) as wage inflation and a $16.4 M Medicare cap adjustment weighed on VITAS.
  • EPS dropped to $3.60 (-23%) despite a 3.4% lower share count; YTD EPS is $8.51 (-5%).
  • Operating cash flow improved 5.7% to $171.4 M; cash balance climbed to $249.9 M (12/24: $178.4 M) after a $46.9 M OAS deposit was refunded following a favorable ALJ ruling.
  • YTD treasury repurchases totaled $72.7 M (125k shares at $581.62 avg), leaving $182.6 M authorization.
  • Balance sheet remains unlevered: $404.5 M revolver capacity available; leverage covenant 3.5× vs actual <1×.
  • Small bolt-on acquisition: one Michigan Roto-Rooter franchise for $0.23 M; no material goodwill impact.

Segment mix: VITAS 64% of Q2 sales, 66% of segment operating profit; Roto-Rooter 36% of sales. Higher Medicare and labor costs pressured hospice margins, offset partly by solid plumbing and water-restoration demand. No guidance was provided.

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Camping World Holdings (CWH) Q2 2025 10-Q key takeaways

  • Revenue rose 9.4% YoY to $1.98 bn; six-month sales up 6.9% to $3.39 bn.
  • Profitability improved: gross profit +8% to $592 m; operating income +37% to $130 m. Operating margin expanded 130 bp to 6.6%.
  • Net income attributable to CWH advanced to $30.2 m (EPS $0.48) from $9.8 m (EPS $0.22). Six-month EPS turned positive at $0.29 vs. –$0.28.
  • Segment drivers: New-vehicle revenue +8.0%, Used-vehicle +19.0%, F&I +12.4%. Good Sam Services grew 3.2%.
  • Expense trends: SG&A up 4.2% to $437 m; combined interest expense fell 19% to $51.8 m, supporting bottom-line growth.
  • Balance sheet: cash declined to $118 m (–43% YTD) as inventories expanded $239 m and floor-plan notes rose $118 m. Long-term debt steady at $1.48 bn; total leverage 4.7 × equity.
  • Cash flow pressure: YTD operating cash outflow of $44.6 m (vs. +$84.3 m LY) driven by working-capital build; investing cash outflow $180 m for capex & acquisitions.
  • Shareholder returns: quarterly dividend maintained at $0.125/sh (paid $15.7 m YTD); no share repurchases apart from tax-withholding on RSUs.
  • Other items: immaterial tax-asset restatement increased deferred tax asset by $43.8 m and APIC by $33.4 m.

Overall, stronger sales and cost control lifted earnings, but negative operating cash flow and higher inventory/floor-plan debt warrant monitoring.

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FAQ

What is the current stock price of Cbiz (CBZ)?

The current stock price of Cbiz (CBZ) is $61.75 as of August 1, 2025.

What is the market cap of Cbiz (CBZ)?

The market cap of Cbiz (CBZ) is approximately 4.1B.

What does CBIZ Inc specialize in?

CBIZ Inc specializes in providing a range of professional services, including accounting, tax advisory, financial consulting, benefits consulting, and insurance brokerage. Its integrated service model addresses the comprehensive needs of middle-market clients.

Which industries does CBIZ serve?

The company serves diverse industries such as banking, health care, real estate, construction, manufacturing, technology, and public sector organizations, ensuring tailored solutions for each sector.

How is CBIZ’s business model structured?

CBIZ operates through three principal practice groups: Financial Services, Benefits and Insurance Services, and National Practices. This structure allows it to offer end-to-end solutions that combine financial, advisory, and risk management services.

What geographic regions does CBIZ cover?

CBIZ primarily operates within the United States, leveraging a broad network of offices across numerous states to provide localized support alongside national strategic planning.

How does CBIZ generate its revenue?

The company generates revenue through a fee-for-service model that spans multiple disciplines, including consulting, advisory services, and insurance brokerage, ensuring a balanced mix of recurring and project-based income.

What differentiates CBIZ from competitors?

CBIZ stands out due to its integrated suite of services, deep industry expertise, and national footprint, which together provide clients with a holistic, one-stop solution for financial, tax, and employee benefits consulting.

How does CBIZ approach client engagement?

The firm takes a client-centric approach, tailoring its services to meet the unique challenges and objectives of each client through personalized strategies and collaborative implementation.

Does CBIZ offer employee benefits services?

Yes, CBIZ is one of the largest brokers in employee benefits and property & casualty insurance. The company offers a full suite of services designed to optimize workforce benefits and overall human capital management.
Cbiz Inc

NYSE:CBZ

CBZ Rankings

CBZ Stock Data

4.14B
48.93M
4.89%
86.44%
2.72%
Specialty Business Services
Services-business Services, Nec
Link
United States
INDEPENDENCE