CBIZ, Inc. will announce its financial results for the second quarter and first half ended June 30, 2026, after markets close on Wednesday, July 29, 2026. The company, a professional services advisor to the middle market, will provide detailed performance metrics for the periods. The announcement will be followed by a conference call to discuss the outcomes.

CBIZ President and Chief Executive Officer Jerry Grisko and Chief Financial Officer Brad Lakhia will host the conference call at 5:00 p.m. ET on Wednesday, July 29, 2026. The call will be webcast live and archived on the investor relations page of the CBIZ website. Investors can register online to receive the dial-in number and a unique personal identification number.

Key Details

CBIZ operates as a professional services advisor, offering expertise in accounting, tax, advisory, benefits, insurance, and technology. The company has over 9,500 team members across 23 major markets. For more information, investors can visit the CBIZ website or contact the investor relations department.

Reference Equity, a shareholder of CBIZ, Inc., has urged the company's board to suspend share repurchases and restart its acquisition program to drive long-term shareholder value. The firm released a letter and presentation titled "Restarting the M&A Flywheel" on July 07, 2026, outlining its capital allocation recommendations. Reference Equity emphasizes balancing returns, risk, and strategic support, noting that M&A is central to CBIZ's strategy by adding scale, creating growth opportunities, and expanding margins through synergies.

The shareholder proposal focuses on three key actions. First, Reference Equity calls for suspending share repurchases, arguing that while CBIZ shares are undervalued, buybacks do not advance strategic objectives and leave the balance sheet overleveraged. Second, it advocates restarting M&A activities funded with equity, which would enable CBIZ to return to growth while simultaneously deleveraging. Third, the firm suggests repositioning for the next decade by raising equity capital to lead industry consolidation, create capacity for internal reinvestment, and fund future growth.

Ryan Bunn, Reference Equity portfolio manager, stated that CBIZ has the corporate development capability and integration playbook to lead consolidation but is constrained by its capital structure. "We are asking the Board to suspend buybacks and raise equity capital to protect CBIZ’s competitive position and seed the next decade of growth," Bunn said. The full letter and presentation are available at cbizflywheel.com.

Reference Equity constructs Global & International Small Cap equity portfolios based on a fundamental Quality | Value philosophy. The firm disclosed that it is a shareholder of CBIZ, Inc., and its opinions are based on publicly available information. The document contains forward-looking statements, and actual results may differ from current judgments and assumptions.