# CBIZ, Inc.: overview

CBZ · NYSE · CIK 944148 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/cbz.md) · [Financials](/companies/cbz/financials.md) · [Filings](/companies/cbz/filings.md) · [Insiders](/companies/cbz/insiders.md)

Latest reported revenue: [$682.2m](/filings/0000944148-26-000096.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 4, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0000944148-26-000096).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | period not labelled (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [439](/filings/0000944148-25-000022.md) | [460 d](/filings/0000944148-26-000094.md) | [838](/filings/0001628280-25-019921.md) | [683](/filings/0000944148-26-000096.md) | [694](/filings/0000944148-25-000022.md) | [543 d](/filings/0000944148-26-000094.md) | not reported | [682](/filings/0000944148-26-000096.md) |
| Gross margin | % | [16.6%](/filings/0000944148-25-000022.md) | [(13.4%) d](/filings/0000944148-26-000094.md) | [27.2%](/filings/0001628280-25-019921.md) | [12.9%](/filings/0000944148-26-000096.md) | [13.0%](/filings/0000944148-25-000022.md) | [(9.4%) d](/filings/0000944148-26-000094.md) | not reported | [10.6%](/filings/0000944148-26-000096.md) |
| Operating margin | % | [11.3%](/filings/0000944148-25-000022.md) | [(23.2%) d](/filings/0000944148-26-000094.md) | [23.9%](/filings/0001628280-25-019921.md) | [8.8%](/filings/0000944148-26-000096.md) | [8.5%](/filings/0000944148-25-000022.md) | [(15.7%) d](/filings/0000944148-26-000094.md) | not reported | [5.0%](/filings/0000944148-26-000096.md) |
| Net margin | % | [8.0%](/filings/0000944148-25-000022.md) | [(19.7%) d](/filings/0000944148-26-000094.md) | [14.7%](/filings/0001628280-25-019921.md) | [6.1%](/filings/0000944148-26-000096.md) | [4.3%](/filings/0000944148-25-000022.md) | [(14.6%) d](/filings/0000944148-26-000094.md) | not reported | [2.7%](/filings/0000944148-26-000096.md) |
| Diluted EPS | $ per share | [0.70](/filings/0000944148-25-000022.md) | not reported | [1.91](/filings/0001628280-25-019921.md) | [0.66](/filings/0000944148-26-000096.md) | [0.48](/filings/0000944148-25-000022.md) | not reported | [2.49](/filings/0000944148-26-000096.md) | [0.31](/filings/0000944148-26-000096.md) |
| Free cash flow | $m | [41.1 d](/filings/0000944148-25-000022.md) | [52.3 d](/filings/0000944148-26-000094.md) | [(93.4)](/filings/0001628280-25-019921.md) | [105 d](/filings/0000944148-26-000096.md) | [22.1 d](/filings/0000944148-25-000022.md) | [142 d](/filings/0000944148-26-000094.md) | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,105](/filings/0001628280-24-006641.md) | [1,412](/filings/0001628280-25-008893.md) | [1,591](/filings/0000944148-26-000094.md) | [1,813](/filings/0000944148-26-000094.md) | [2,758](/filings/0000944148-26-000094.md) |
| Gross margin | % | [14.4%](/filings/0001628280-24-006641.md) | [15.8%](/filings/0001628280-25-008893.md) | [14.0%](/filings/0000944148-26-000094.md) | [10.1%](/filings/0000944148-26-000094.md) | [12.9%](/filings/0000944148-26-000094.md) |
| Operating margin | % | [6.6%](/filings/0001628280-24-006641.md) | [11.9%](/filings/0001628280-25-008893.md) | [10.4%](/filings/0000944148-26-000094.md) | [4.1%](/filings/0000944148-26-000094.md) | [8.5%](/filings/0000944148-26-000094.md) |
| Net margin | % | [6.4%](/filings/0001628280-24-006641.md) | [7.5%](/filings/0001628280-25-008893.md) | [7.6%](/filings/0000944148-26-000094.md) | [2.3%](/filings/0000944148-26-000094.md) | [4.2%](/filings/0000944148-26-000094.md) |
| Diluted EPS | $ per share | [1.32](/filings/0001628280-24-006641.md) | [2.01](/filings/0001628280-25-008893.md) | [2.39](/filings/0000944148-26-000094.md) | [0.78](/filings/0000944148-26-000094.md) | [1.83](/filings/0000944148-26-000094.md) |
| Free cash flow | $m | [122](/filings/0001628280-24-006641.md) | [117](/filings/0001628280-25-008893.md) | [130](/filings/0000944148-26-000094.md) | [111](/filings/0000944148-26-000094.md) | [176](/filings/0000944148-26-000094.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/cbz/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $258.2m | 8,047,282 |  | Added +536,239 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $159.5m | 4,971,786 |  | Added +1,159,861 |
| [BANK OF MONTREAL /CAN/](/funds/927971.md) | 2026-06-30 | $110.8m | 3,453,723 |  | Reduced −54,182 |
| [22C Capital LLC](/funds/2075659.md) | 2026-06-30 | $102.7m | 3,202,267 |  | Unchanged |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $72.5m | 2,259,967 |  | Added +113,380 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $72.3m | 2,253,744 |  | Added +180,920 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $47.9m | 1,492,737 |  | Reduced −515,888 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $40.3m | 1,257,357 |  | Added +97,978 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $39.9m | 1,244,553 |  | Added +92,844 |
| [P2 Capital Partners, LLC](/funds/1406313.md) | 2026-06-30 | $36.5m | 1,136,974 |  | Reduced −3,700 |

## Recent filings

[All 1,462 filings](/companies/cbz/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-30 | 16:31 ET | [10-Q](/filings/0001193125-26-441755.md) | Quarterly report, period 2026-09-30 | 0001193125-26-441755 |
| 2026-10-27 | 17:20 ET | [8-K](/filings/0001193125-26-434465.md) | 5.07 Shareholder vote results; 7.01 Regulation FD disclosure | 0001193125-26-434465 |
| 2026-10-22 | 13:02 ET | [8-K](/filings/0001193125-26-428672.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure | 0001193125-26-428672 |
| 2026-10-19 | 07:00 ET | [8-K](/filings/0001193125-26-424639.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001193125-26-424639 |
| 2026-08-04 | 16:48 ET | [10-Q](/filings/0000944148-26-000096.md) | Quarterly report, period 2026-06-30 | 0000944148-26-000096 |
| 2026-08-04 | 16:45 ET | [10-K/A](/filings/0000944148-26-000094.md) | Annual report, amended, period 2025-12-31 | 0000944148-26-000094 |
| 2026-07-29 | 08:18 ET | [8-K](/filings/0001193125-26-322246.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001193125-26-322246 |
| 2026-07-29 | 08:16 ET | [8-K](/filings/0001193125-26-322239.md) | 8.01 Other events | 0001193125-26-322239 |
| 2026-07-29 | 08:12 ET | [8-K](/filings/0001193125-26-322225.md) | 1.01 Entry into a material agreement; 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-322225 |
| 2026-05-15 | 17:07 ET | [8-K](/filings/0000944148-26-000072.md) | 5.07 Shareholder vote results | 0000944148-26-000072 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0000944148-26-000038.md), filed Feb 26, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 944148
- Tickers: CBZ
- Exchange: NYSE
- SIC code: 7389 Services-Business Services, NEC
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 16:41 ET. No prices; not investment advice.