CBZ - NYSE
CBIZ, Inc.
$32.25
-7.0%CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services. The Benefits and Insurance Services provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware, and health care consulting services. It primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio.
At a Glance
Live SnapshotCBIZ, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Thin margins leave little room for error. Cost management and pricing strategy are critical.
Operating Margin
Acceptable margins but limited operational leverage. Operating expense control is important.
Net Profit Margin
Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.
Effective Tax Rate
Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.
Profitability Insight
Efficient profit conversion: Minimal margin compression from gross to net indicates lean operations and favorable tax/interest environment.
CBIZ, Inc. Income Statement
CBZ • NYSE
| CBIZ, Inc. Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | Dec 2008 | Dec 2007 | Dec 2006 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
REVENUE | ||||||||||||||||||||
2.8B | 1.8B | 1.6B | 1.4B | 1.1B | 963.9M | 948.4M | 922M | 855.3M | 799.8M | 750.4M | 719.5M | 692M | 766.1M | 733.8M | 732.5M | 739.7M | 704.3M | 643.9M | 601.1M | |
GROSS PROFIT | ||||||||||||||||||||
(2.4B) | (1.6B) | (1.4B) | (1.2B) | (945.6M) | (825.4M) | (823.5M) | (790.3M) | (755.6M) | (697.7M) | (653.9M) | (629.8M) | (608.7M) | (680.2M) | (643.9M) | (646.8M) | (651.3M) | (607.6M) | (563.5M) | (519.2M) | |
355.4M | 182.5M | 223.2M | 223.4M | 159.3M | 138.5M | 124.9M | 131.7M | 99.8M | 102.1M | 96.5M | 89.7M | 83.3M | 85.9M | 89.9M | 85.7M | 88.4M | 96.7M | 80.4M | 81.9M | |
OPERATING INCOME | ||||||||||||||||||||
(121.4M) | (108.8M) | (58M) | (55M) | (86.6M) | (46.1M) | (44.4M) | (39.2M) | (33.3M) | (36.3M) | (32.6M) | (34.2M) | (34.4M) | (30.4M) | (32M) | (29.6M) | (30.7M) | (29.4M) | (30.8M) | (41.1M) | |
(121.4M) | (108.8M) | (58M) | (55M) | (56.2M) | (46.1M) | (44.4M) | (39.2M) | (33.3M) | (36.3M) | (32.6M) | (34.2M) | (34.4M) | (30.4M) | (32M) | (29.6M) | (30.7M) | (28.7M) | (30.6M) | (24.7M) | |
234M | 73.7M | 165.2M | 168.3M | 72.7M | 92.5M | 80.5M | 92.5M | 66.5M | 65.8M | 63.9M | 55.5M | 48.9M | 55.5M | 58M | 56.1M | 57.7M | 68M | 49.8M | 40.8M | |
PRE-TAX INCOME | ||||||||||||||||||||
(107.2M) | (34.4M) | (20.1M) | (8M) | (3.9M) | (5M) | (5.8M) | (6.6M) | (6.7M) | (6.6M) | (8.9M) | (13.1M) | (15.4M) | (15M) | (17.4M) | (15.3M) | (13.4M) | (10.8M) | (0.0) | (0.0) | |
-107.2M | -34.4M | -20.1M | -8M | -3.9M | -5M | -5.8M | -6.6M | -6.7M | -6.6M | -8.9M | -13.1M | -15.4M | -15M | -16M | -15.3M | -13.4M | -10.8M | 0.0 | 0.0 | |
(0.0) | (0.0) | (0.0) | (0.0) | (30.5M) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (745K) | (144K) | (16.4M) | |
-73.2M | -15.9M | 1.1M | -26.9M | 20.3M | 11M | 12.4M | -12.7M | 7.9M | 1.2M | -7.7M | -4.9M | -7.5M | -5.1M | -11M | -10.9M | -5.8M | -14.1M | 6.1M | 1.6M | |
160.8M | 57.8M | 166.3M | 141.5M | 93M | 103.5M | 92.9M | 79.8M | 74.3M | 67M | 57.8M | 50.6M | 41.4M | 50.4M | 47M | 44.8M | 51.9M | 53.9M | 55.9M | 42.4M | |
NET INCOME | ||||||||||||||||||||
(45.4M) | (16.8M) | (45.3M) | (36.1M) | (22.1M) | (25.1M) | (21.8M) | (18.3M) | (23.3M) | (26.4M) | (22.8M) | (20.2M) | (16.4M) | (19.3M) | (18.4M) | (16.8M) | (19.8M) | (20.5M) | (22.6M) | (16.8M) | |
115.4M | 41M | 121M | 105.4M | 70.9M | 78.3M | 70.7M | 61.6M | 50.4M | 40.1M | 34.1M | 29.8M | 85.9M | 31.1M | 28M | 24.5M | 31.4M | 32.6M | 34.8M | 24.4M |
SEC Filings
CBZ - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
8-K 8-K 2026 N/A | May 15, 2026 | May 14, 2026 | 2026 | |
10-Q 10-Q 2026 Q1 Q1 | April 30, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 29, 2026 | April 29, 2026 | 2026 | |
DEF 14A DEF 14A 2026 N/A | April 02, 2026 | May 14, 2026 | 2026 | |
10-K/A 10-K/A 2025 FY (Amended) FY | March 02, 2026 | December 31, 2025 | 2025 | |
10-K 10-K 2025 FY FY | February 26, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | February 25, 2026 | February 25, 2026 | 2026 | |
8-K 8-K 2026 N/A | February 17, 2026 | February 11, 2026 | 2026 | |
8-K 8-K 2026 N/A | January 14, 2026 | January 14, 2026 | 2026 | |
8-K 8-K 2025 N/A | November 17, 2025 | November 12, 2025 | 2025 |
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Snapshot
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Statements
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Earnings Call
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Analyst Expectations
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