KFY
Korn Ferry68.46
-0.37-0.54%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q3 '26
AI tailwind, buybacks ahead.
Q&A reinforced prepared upbeat tone amid AI fears, framing it as tailwind via demographics shrinking high-end labor supply—companies must do more with elite outliers. No recession jitters; diversification proved resilient, with record December new business despite holidays. Talent Suite's recent launch barely nudged Q3, but eyes deepening 4,500 key clients where most use just one product. CapEx peaks now, dropping to $60-65M FY27 for buyback tilt. Analysts' macro probes met firm "direction of travel outstanding." Demographics rule. Watch Talent Suite ramp.
Key Stats
Market Cap
3.59BP/E (TTM)
13.94Basic EPS (TTM)
4.91Dividend Yield
0.03%Recent Filings
8-K
Q3 revenue up 7%
Korn Ferry posted Q3 FY'26 fee revenue of $717.4 million, up 7% year-over-year, with Executive Search surging 13% on higher engagements. Net income hit $65.3 million at 9.1% margin, while adjusted EBITDA rose 8% to $123.1 million. Backlog swelled 11% to $1.9 billion. Q4 fee revenue eyed at $730-750 million.
8-K
Shimer joins Korn Ferry board
Korn Ferry expanded its board to nine directors and elected Peter Shimer, ex-Deloitte U.S. COO, on March 5, 2026, appointing him to the Audit and Nominating Committees. Shimer adds consulting, operational, and financial expertise from leading Deloitte's finance, IT, and corporate development. Board gains strategic depth. He receives pro-rated non-employee director pay.
8-K
Dividend up 15% to $0.55
8-K
Q2 revenue up 7%
Korn Ferry posted Q2 FY'26 fee revenue of $721.7 million, up 7% year-over-year, fueled by 10% Executive Search and 17% Professional Search growth. Net income hit $72.4 million at 10.0% margin, while adjusted EBITDA reached $124.8 million. Backlog soared 20% to $1.842 billion. Q3 fee revenue guides $680-694 million.
10-Q
Q2 FY2026 results
Korn Ferry posted Q2 FY2026 fee revenue of $721.7M, up 7% y/y, with Executive Search and Professional Search & Interim surging 10% and 17% y/y on higher engagement volumes and Trilogy acquisition impact. Operating income climbed to $98.8M from $87.5M y/y, diluted EPS hit $1.36 (up 19% y/y, consistent with 52.5M shares), yet cash from operations swung to a $116.0M use amid bonus payouts. Cash sits at $761.6M with $845.6M revolver availability and $398.1M debt steady; office lease tweak yielded $13.9M gain. Solid gains across segments, but competition shadows persistent demand.
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