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Earnings Data
Report Date
Nov 11, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.59Last Year’s EPS
0.34Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated clear underlying momentum in recurring subscription and services bookings (subscription/committed invoiced +17%, services bookings +25% YTD, deferred revenue +7% company / +18% NA billed), improved adjusted EBITDA and net income, and maintained EBITDA guidance despite a modest revenue guidance reduction driven by timing and geopolitical items. Key short-term challenges include China and international headwinds, a delayed statewide education funding (~$2M immediate impact, larger FY effect), a YoY gross margin decline, and negative free cash flow in the quarter. Management emphasized operational resilience, go-to-market transformation payoff in Enterprise North America, and positioning for accelerated growth in fiscal 2027. Overall, the positives around bookings, deferred revenue runway, profitability improvements, and liquidity outweigh the transitory challenges discussed.Company Guidance
Maintained Adjusted EBITDA Guidance Despite Revenue Revision
Company revised fiscal 2026 revenue guidance down to $260M–$267M due to timing and geopolitical shifts but maintained prior adjusted EBITDA guidance of $28M–$31M, signaling cost discipline and margin management.
Q3 Reported Revenue and YoY Growth
Total third quarter reported revenue was $67.8M, up 1% year-over-year, with both Enterprise and Education invoiced amounts growing 1% in the quarter.
Strong Subscription and Committed Invoiced Momentum
Consolidated subscription and committed invoiced amounts increased 17% in Q3 to $37M (building on 12% growth in the first half), providing visibility for future reported revenue.
Deferred Revenue Build Supports FY27
Consolidated deferred revenue rose 7% year-over-year to $96M; North America billed deferred revenue was $58M, up 18% year-over-year, establishing a strong foundation for reported revenue growth in fiscal 2027.
Services Bookings and Attach Rates Accelerating
Year-to-date services booking pace was up more than 25% versus prior year; enterprise services attach rates normalized to ~66% when adjusted for a large IP deal (reported 59% raw), indicating higher recurring services and future delivery backlog.
Enterprise North America Progress
Enterprise North America invoiced amounts grew 4% in Q3 to $36.7M and reported revenue grew 3% to $38M; adjusted EBITDA for the North America segment rose $1.5M to $7.7M, driven by lower SG&A from restructuring.
Education Subscription Strength and Retention
Education subscription revenue increased 11% in Q3 (14% year-to-date); subscription invoiced amounts grew 14% to $9.3M; school retention running 1–2% higher than prior year and outcomes (Leader in Me) noted as strong drivers.
Improved Profitability Metrics
Consolidated adjusted EBITDA for Q3 was $8.3M, up 14% (~$1M) year-over-year. Net income was $3.1M versus a net loss of $1.4M in prior year; SG&A decreased 5% to $41.8M.
Solid Liquidity and Capital Allocation
Total liquidity exceeded $74M at quarter end (including $12M cash on hand and a $62.5M fully available credit facility); year-to-date buybacks were ~1.6M shares for $28.1M with $20M remaining authorization.
International Segment Operating Profit Improvement
Enterprise International adjusted EBITDA increased 25% to $2.1M year-over-year, driven by SG&A reductions, despite slight revenue decline.
FC 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
FC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 01, 2026 | $24.99 | $21.78 | -12.85% |
Apr 01, 2026 | $16.15 | $23.32 | +44.40% |
Jan 07, 2026 | $17.82 | $17.91 | +0.51% |
Nov 05, 2025 | $17.68 | $15.90 | -10.07% |
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 Franklin Covey (FC) report earnings?
Franklin Covey (FC) is schdueled to report earning on Nov 11, 2026, After Close (Confirmed).
What is Franklin Covey (FC) earnings time?
Franklin Covey (FC) earnings time is at Nov 11, 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 FC EPS forecast?
FC EPS forecast for the fiscal quarter 2026 (Q4) is 0.59.