The earnings call highlighted strong performance in key areas such as Executive Search and regional growth in EMEA and APAC. The successful advancement towards integrated solutions and digital transformation indicates a positive strategic direction. However, challenges are posed by a decline in the Americas region's revenue and economic uncertainties impacting the outlook for the next quarter. Overall, the company is navigating the current environment effectively, with growth in strategic areas balancing out the challenges.

Company Guidance

During Korn Ferry's First Quarter Fiscal Year 2026 conference call, the company provided guidance for the second quarter, projecting fee revenue ranging from $690 million to $710 million. They expect an adjusted EBITDA margin of approximately 17% to 17.5% and consolidated adjusted diluted earnings per share between $1.23 and $1.33. The GAAP diluted earnings per share is anticipated to be between $1.10 and $1.16, factoring in $0.14 per share of accelerated depreciation related to the transition to their new Talent Suite platform. The company remains optimistic about its diverse and integrated solutions strategy, which has driven recent growth, evidenced by executive search fee revenue growth of 8% and digital subscription growth of 10% year-over-year. The call highlighted the company's strong foundation, resilient business model, and commitment to innovation and operational excellence.

Strong Marquee & Diamond Accounts Performance

Marquee & Diamond accounts generated almost 40% of revenue with a 7% fee revenue growth year-over-year.

Executive Search Revenue Growth

Executive Search fee revenue grew 8% in the quarter, marking the fifth consecutive quarter of year-over-year growth.

EMEA and APAC Regional Growth

EMEA fee revenue grew 19% and APAC fee revenue grew 12% year-over-year, with growth in all solutions.

Digital Subscription Growth

Digital subscription and licensed new business grew 10% year-over-year, contributing to 39% of total digital new business.

Overall Financial Performance

Consolidated fee revenue grew 5% year-over-year to $709 million, with adjusted EBITDA growing 8% to $120 million and adjusted diluted earnings per share up 11% to $1.31.

Successful Launch of Talent Suite

The Talent Suite platform is on track for a November launch, expected to enhance client insights and decisions through a SaaS platform.

Korn Ferry (KFY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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KFY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 03, 2025	2026 (Q2)	1.31 / -	1.21	―	―	―
Sep 09, 2025	2026 (Q1)	1.24 / 1.31	1.18	11.02% (+0.13)
Jun 18, 2025	2025 (Q4)	1.26 / 1.32	1.26	4.76% (+0.06)
Mar 11, 2025	2025 (Q3)	1.13 / 1.19	1.07	11.21% (+0.12)
Dec 05, 2024	2025 (Q2)	1.21 / 1.21	0.97	24.74% (+0.24)
Sep 05, 2024	2025 (Q1)	1.12 / 1.18	0.99	19.19% (+0.19)
Jun 13, 2024	2024 (Q4)	1.12 / 1.26	1.01	24.75% (+0.25)
Mar 06, 2024	2024 (Q3)	0.99 / 1.07	1.01	5.94% (+0.06)
Dec 06, 2023	2024 (Q2)	0.95 / 0.97	1.43	-32.17% (-0.46)
Sep 07, 2023	2024 (Q1)	0.91 / 0.99	1.5	-34.00% (-0.51)

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
Sep 09, 2025	$72.51	$72.93	+0.58%
Jun 18, 2025	$66.33	$70.61	+6.45%
Mar 11, 2025	$61.68	$66.37	+7.60%
Dec 05, 2024	$77.16	$70.72	-8.35%

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.