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Earnings Data
Report Date
Sep 03, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.36Last Year’s EPS
1.31Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operating and financial achievements — consistent top-line growth, higher full-year revenue, improved adjusted EBITDA and EPS, growing contract backlog, and solid solution-level performance across search, digital, consulting and workforce solutions. Management also executed shareholder-friendly capital allocation (buybacks/dividends) and provided a clear near-term outlook. Headwinds include a moderation in new business ex-RPO, geopolitical impacts (notably the Middle East situation affecting APAC/EMEA), and some margin pressure from elevated bonuses. Overall, positives (broad-based growth, contract visibility, referral gains, and solid guidance) outweigh the medium-term risks and near-term headwinds mentioned.Company Guidance
Consecutive Top-Line Growth
Company reported 5th consecutive quarter of top-line growth with consolidated fee revenue of $760 million in Q4, up 7% year-over-year.
Full-Year Revenue and Profitability Gains
Full-year fee revenue ~ $2.9 billion, up 7% year-over-year; adjusted EBITDA ~ $500 million, up 7%; adjusted EPS $5.28, up 8%.
Strong Quarterly Earnings and Margins
Q4 adjusted EBITDA of $130 million, up $8 million (7%); adjusted EBITDA margin remained strong at 17%; Q4 adjusted diluted EPS $1.40, up $0.08 (6%).
Growing Estimated Remaining Fees (Contract Visibility)
Ending estimated remaining fees under existing contracts grew 10% year-over-year to nearly $1.9 billion; ~57% (~$1.0 billion) expected to be recognized within the next year.
Solution-Level Strength — Search, Professional & Interim
Executive search grew 7% in Q4 (8 consecutive quarters of growth); professional search and interim combined up 14% (professional search +17%, interim +12%), including rising interim bill rates.
Digital and Consulting Momentum
Digital subscription and license fee revenue rose 10% year-over-year; consulting fee revenue grew 7% driven by larger engagements and stronger bill rates.
RPO New Business and Referral Growth
RPO won $137 million of new business in Q4 with 74% from new logos; business referral rate increased to 29.1% of consolidated fee revenue (up ~23 basis points).
Regional Performance and Capital Returns
Americas fee revenue up 8%, EMEA up 8%, APAC flat; returned $221 million to shareholders in fiscal 26 (buybacks + dividends), including ~$78 million for 1.24 million shares in Q4; invested $85 million in CapEx for TalentSuite and productivity tools.
Conservative and Clear Q1 FY27 Outlook
Company provided Q1 FY27 guidance: fee revenue $725M–$745M, adjusted EBITDA margin ~17%, adjusted diluted EPS $1.32–$1.38, assuming no further major geopolitical/economic shifts.
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
KFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 23, 2026 | $67.23 | $71.15 | +5.83% |
Mar 09, 2026 | $62.56 | $61.60 | -1.53% |
Dec 09, 2025 | $63.46 | $66.00 | +4.00% |
Sep 09, 2025 | $70.34 | $70.75 | +0.58% |
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 (KFY) report earnings?
Korn Ferry (KFY) is schdueled to report earning on Sep 03, 2026, After Close (Confirmed).
What is Korn Ferry (KFY) earnings time?
Korn Ferry (KFY) earnings time is at Sep 03, 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 KFY EPS forecast?
KFY EPS forecast for the fiscal quarter 2027 (Q1) is 1.36.
