Americas Business and Information Services Recap

This report recaps a week of significant earnings and news in the Americas Business & Information Services sector, focusing on the divergent impact of AI on mission-critical versus discretionary services.

Key Takeaways

• 1.Performance in the Business & Information Services sector is increasingly divergent based on AI positioning and how deeply services are embedded in mission-critical workflows.
• 2.US temp jobs continue to contract, resulting in near six-year lows for temp penetration, which remains a headwind for staffing companies like Robert Half.
• 3.AI is emerging as a structural tailwind for companies in legal and industrial certification workflows (TRI, ULS), but poses substitution risks for discretionary research and white-collar temp roles.

Table of Contents

• Business & Information Services Recap
• GS Business & Information Services Coverage
• Price Changes as of 5/7/26
• Valuation Multiples as of 5/7/26
• Top Inbounds
• Relevant Macro Developments
• Business & Information Services News Flow
• GS Business & Information Services Research This Week
• Chart of the Week
• Upcoming Events
• Upcoming GS Conferences and Field Trips
• CY2026 Consensus EPS Estimate Revisions YTD
• NTM P/E and NTM EV/EBITDA Trends
• Business & Information Services Trading and Operating Comps

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