Recent 8-K filings for CBZ

• April 29, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  CBIZ Q1 revenue up 1.3%, net income +31.6%; raises FY adjusted EPS outlook to $4.00-$4.10

  Total revenue $849M (+1.3% YoY); Financial Services revenue up 2.1%.

• February 25, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  CBIZ reports FY 2025 revenue $2.8B (+52%), adj. EPS $3.61 (+80%); guides FY 2026 higher

  Full year total revenue $2.8B, up 52.1%; GAAP EPS $1.83 (+134.6%); adjusted EPS $3.61 (+79.6%).

• October 29, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  CBIZ Q3 revenue $693.8M (+58.1%); adjusted EPS $1.01 (+8.5%); guides FY adj. EPS $3.60-3.65

  Total revenue $693.8M, up 58.1% YoY; net income $30.1M, down 14.1%; GAAP EPS $0.48, down 31.4%.

• July 30, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  CBIZ reports Q2 2025 revenue $683.5M (+62.7% YoY), adj. EPS $0.95 (+63.8%)

  Revenue $683.5M (+62.7% YoY); net income $41.9M (+111.9%); GAAP EPS $0.66 (+69.2%).

• April 24, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  CBIZ Q1 revenue up 69.5%, adjusted EPS $2.29; full-year guidance $2.8-2.95B

  Total revenue $838M (+69.5% YoY); net income $122.8M (+59.7%); GAAP diluted EPS $1.91 (+24.8%).

• February 26, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  CBIZ Q4 revenue up 40.5% on Marcum acquisition; 2025 adjusted EPS guidance $3.60-$3.65

  Q4 revenue $460.3M (+40.5% YoY); same-unit revenue up 6.4%; Marcum acquisition closed Nov 1, 2024.

• December 3, 2024, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  CBIZ names Brad Lakhia as next CFO, succeeding retiring Ware Grove effective March 17, 2025

  Brad Lakhia appointed SVP & CFO effective March 17, 2025; Ware Grove retiring after 24 years.

• November 5, 2024, 6:59 PM ET M&A materiality 0.85 neutral item 9.01item 2.01

  CBIZ completes $2.2B Marcum non-attest acquisition; pro forma revenue $2.7B

  Aggregate consideration $2.2B, with $1.1B cash and ~14.3M shares of CBIZ common stock (valued at $76.84/sh).

• November 1, 2024, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 2.03item 2.01item 3.02item 7.01item 9.01

  CBIZ closes $2.3B acquisition of Marcum’s non-attest business, expects ~$2.8B combined revenue

  Total consideration $2.3B: $637.6M cash to partners, $425.5M for obligations, plus 14.26M shares.

• October 29, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  CBIZ Q3 revenue $438.9M (+6.9%), adjusted EPS $0.84 (+27%), reaffirms FY guidance

  Revenue $438.9M (+6.9%), same-unit up 5.1%; net income $35.1M (+4.2%).

• October 23, 2024, 7:59 PM ET M&A materiality 0.75 positive item 5.07item 9.01

  CBIZ shareholders approve stock issuance for Marcum LLP acquisition

  Special Meeting held Oct 23, 2024; 89.2% of shares represented.

• July 31, 2024, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 3.02item 8.01item 9.01

  CBIZ agrees to buy Marcum in $2.3B cash-and-stock deal; Q4 2024 close

  Total consideration ~$2.3B: ~$1.1B cash + ~14.4M shares at $76.84; expected close Q4 2024 subject to approvals.

• July 31, 2024, 7:59 PM ET earnings materiality 0.85 neutral item 2.02item 9.01

  CBIZ Q2 revenue up 5.4% to $420M; announces $2.3B Marcum acquisition

  GAAP EPS $0.39, down 26.4% YoY; adjusted EPS $0.50, down 9.1% including $6.7M Marcum deal costs.

• April 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  CBIZ Q1 revenue $494.3M (+8.7%), GAAP EPS $1.53 (+6.3%), reaffirms FY24 guidance

  Revenue $494.3M, up 8.7% YoY; same-unit revenue grew 5.9%.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.72 · Most common event earnings

14 positive 0 negative 10 neutral

source · CBZ on sec.gov