Barrett Business Services Inc is expected to report Q3 2026 revenue of $343.19 million and EPS of $0.69, with the current stock price of $32.55 trading well below the average analyst target of $41.31.
The primary story for investors is the trajectory of Worksite Employee (WSE) growth, a critical indicator for the company’s Professional Employer Organization (PEO) business. Management recently narrowed its full-year 2026 gross billings growth outlook to a range of 3% to 4% as it navigates margin compression from a competitive workers' compensation market.
Analysts are looking for signs of margin stabilization following a record level of new client acquisitions in the first half of the year.