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CBIZ CBZ Financial Services — Additions

Other segment segments

Benefits and Insurance Services
$0
National Practices
$0

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Other financials

Income statement

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Revenue$848.6M+1.3%
Gross profit$226.0M-0.9%
Operating income$196.4M-1.8%
Net income$161.6M+31.6%
EPS (diluted)$2.63+37.7%

Balance sheet

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Cash & equivalents$177.1M+18.6%
Total debt$2.0B+2.0%
Total equity$1.9B-1.1%
Total assets$4.6B+1.0%

Cash flow

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Operating cash flow-$25.5M+71.1%
CapEx$3.0M-42.1%
Free cash flow-$28.5M+69.5%

Valuation

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Market cap$2.96B-11.6%
Enterprise value$4.77B-7.2%
P/E8.3×
P/S1.1×-0.3×

Profitability

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Gross margin14.5%-0.6pp
Operating margin7.2%
Net margin7.5%
FCF margin8.7%+4.7pp

Returns & leverage

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Return on equity11.2%
Debt / equity1.1×0.0×
Current ratio1.6×+0.1×

Where this comes from

Reported directly by CBIZ in its filing.

Tagged under the XBRL concept us-gaap:GoodwillAcquiredDuringPeriod.

The source filing: CBIZ’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 8:55 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000944148-26-000069
Line itemFinancial ServicesBenefits and Insurance ServicesNational PracticeTotal
Gross Goodwill at December 31, 2025$2,039,675$340,238$33,873$2,413,786
Accumulated impairment(44,047)(7,733)(32,207)(83,987)
Goodwill, Net at December 31, 20251,995,628332,5051,6662,329,799
Additions3,0103,010
Transfer - Gross goodwill(1)33,873(33,873)
Transfer - Accumulated impairment(1)(32,207)32,207
Gross Goodwill at March 31, 20262,076,558340,2382,416,796
Accumulated impairment(76,254)(7,733)(83,987)

Item 1. Financial Statements

FAQ

What is CBIZ's financial services — additions?
CBIZ (CBZ) reported financial services — additions of $3.01M in Q1 2026.
How has CBIZ's financial services — additions changed year-over-year?
CBIZ's financial services — additions increased by 541.8% year-over-year, from $469K to $3.01M.
What is the long-term trend for CBIZ's financial services — additions?
Over 4 years (2021 to 2025), CBIZ's financial services — additions has grown at a -57.7% compound annual growth rate (CAGR), from $58.65M to $1.88M.
What does financial services — additions mean?
The total value of new assets or goodwill added to the Financial Services segment, typically through business combinations or capital investments. This metric tracks the company's commitment to inorganic growth and expansion within its core service offerings.

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