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Korn Ferry (DE:KFY)
NYSE:KFY
Earnings Data
Report Date
Jun 24, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.2Last Year’s EPS
1.15Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive tone driven by broad-based fee revenue growth (7% to $717M), improved profitability (adjusted EBITDA +7.5% to $123M), backlog expansion (+11% to $1.85B), strong new-business momentum (11% growth ex-RPO; subscription new business +30%), Talent Suite early commercial wins, and continued shareholder returns (dividend increase, buybacks). Challenges noted include APAC softness (-2%), digital revenue still flat YoY, consulting margin pressure, low temp penetration, and near-term geopolitical uncertainty that management has not quantified in guidance. On balance the operating performance, backlog and strategic positioning outweigh the short-term and regional headwinds.Company Guidance
Consolidated Revenue Growth
Consolidated fee revenue grew 7% year-over-year to $717 million in Q3 FY26, marking the fifth consecutive quarter of accelerating year-over-year fee revenue growth.
Profitability and EPS Expansion
Adjusted EBITDA increased $9 million (7.5%) to $123 million; adjusted EBITDA margin was 17.2% (up 10 basis points); adjusted diluted EPS increased $0.09 (8%) to $1.28.
Strong New Business and Backlog
Total company new business (ex-RPO) grew 11%; RPO delivered $54 million of new business (78% from new logos); estimated remaining fees under existing contracts rose 11% YoY to $1.85 billion, with ~60% (~$1.1 billion) expected to be recognized within the next year.
Subscription and Digital Momentum
Subscription and licensed new business grew 30% YoY and comprised 43% of Digital's new business; subscription and license fee revenue grew 8% in the quarter.
Cross-Sell and Key Account Penetration
Cross-business referrals near a high at 27.2% of consolidated fee revenue (up 200 basis points YoY); Marquee & Diamond Accounts represented 40% of total fee revenue, highlighting successful cross-selling and account penetration.
Talent Suite Early Wins and Strategic Deals
Soft-to-main rollouts of Talent Suite completed; secured a multiyear Talent Suite engagement with a major aerospace & defense client covering 40,000+ employees and additional enterprise-wide talent programs at a top financial institution.
Regional Strength and Solution Breadth
EMEA fee revenue up 13% with double-digit growth across Executive Search, Consulting, Digital and PS&I; Americas up 6%, driven by Executive Search and RPO; interim portion of PS&I grew 4%.
Improved Productivity and Margin Expansion Over Time
Over the last three years revenue per headcount increased by almost one-third and company margins have expanded by more than 300 basis points, reflecting improved efficiency and productivity.
Capital Allocation and Shareholder Returns
Returned approximately $113 million to shareholders through share repurchases and dividends YTD; invested $64 million in CapEx (Talent Suite and productivity tools); Board approved a 15% increase in quarterly cash dividend to $0.55 (seventh increase in six years).
Large Consulting Wins
Consulting new business included a high proportion of large deals—44% of consulting new business were engagements over $0.5 million—supporting higher-value, transformation-focused work.
DE:KFY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:KFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 09, 2026 | €56.00 | €55.00 | -1.79% |
Dec 09, 2025 | €55.60 | €55.11 | -0.89% |
Sep 09, 2025 | €61.15 | €60.16 | -1.61% |
Jun 18, 2025 | €56.83 | €63.20 | +11.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Korn Ferry (DE:KFY) report earnings?
Korn Ferry (DE:KFY) is schdueled to report earning on Jun 24, 2026, After Close (Confirmed).
What is Korn Ferry (DE:KFY) earnings time?
Korn Ferry (DE:KFY) earnings time is at Jun 24, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Korn Ferry stock?
The P/E ratio of Korn Ferry is N/A.
What is DE:KFY EPS forecast?
DE:KFY EPS forecast for the fiscal quarter 2026 (Q4) is 1.2.
