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What guidance did Korn Ferry's management provide for the next earnings period?

What is the revenue and EPS growth rate for Korn Ferry year over year?

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What is the market's earnings forecast for Korn Ferry next quarter?

- **Revenue Growth**: Q3 fee revenue up 7% to $717M, driven by 11% new business growth and 27% cross-referrals. 
- **Profitability**: EBITDA margin 17.2%, EPS $1.28 (+8% YoY). 
- **Talent Suite Momentum**: Subscription/license fee revenue +8%, 30% of digital new business. 
- **AI-Driven Pricing**: Interim bill rates +15% YoY, reflecting premium for scarce executive talent. 
- **Client Expansion**: 78% of RPO new business from first-time clients, 44% of consulting deals >$0.5M. 
- **Geopolitical Caution**: 60% of '27 remaining fees exposed to Middle East conflict, but no impact to Q3 results.

**【CEO Summary Section】**
- Emphasized Korn Ferry's transformation to 'We Are Korn Ferry,' focusing on client-centric solutions and cross-business referrals (27% of revenue). 
- Highlighted Talent Suite as a 'Trojan horse' for embedding Korn Ferry's talent data into clients' workflows, with 40% of fee revenue from top 4,500 clients. 
- Noted 9% growth in market accounts and 30% year-over-year growth in subscription/license new business. 
- Discussed demographic trends (shrinking labor force, aging population) driving demand for high-end talent solutions. 
- Announced partnership with LA28 Olympics to build their C-suite and hiring team for 5,000 staff.

**【CFO Financial Commentary】**
- Q3 FY26 fee revenue: $717M (+7% YoY), EBITDA: $123M (+7.5% YoY), EPS: $1.28 (+8% YoY). 
- New business ex-RPO: $113M (+11% YoY), RPO: $54M (78% new logos). 
- Remaining fees under contract: $1.85B (+11% YoY), 60% to be recognized in next 12 months. 
- Americas: +6%, EMEA: +13%, APAC: -2%. 
- Guidance: Q4 fee revenue $730-750M, EBITDA margin 17.1-17.3%, EPS $1.34-1.40. 
- Capital allocation: $64M in Q3 for Talent Suite, 7th dividend increase in 6 years ($0.55/share).

**【Q&A Highlights】**
- **AI Impact**: CEO sees AI as a tool to enhance, not replace, high-end talent. Interim bill rates +15% YoY reflect premium pricing for scarce executive talent. 
- **Talent Suite**: Early adoption shows potential to deepen client relationships (70% of 6,000 clients use <1 product). 
- **Consulting Growth**: 44% of new consulting deals >$0.5M, driven by org transformation and AI-readiness assessments. 
- **Margin Pressures**: One-time bonus costs reduced consulting margin by 70bps in Q3. 
- **Geopolitical Risks**: CFO notes 60% of remaining fees in '27 are exposed to Middle East conflict, but no material impact to date.

Korn Ferry (KFY) Q3 2026 Earnings Call Transcript

- **Revenue Growth & Strategy Success**: Q2 fee revenue +7% YoY ($722M), driven by 10% Executive Search growth and 27.6% business referrals. 'We Are Korn Ferry' strategy boosts cross-solution sales, with RPO renewals at 84%.
- **Digital Transformation**: Talent Suite launch integrates 30M+ pay data points, enabling pay transparency analytics. Consulting bill rates rise 10% YoY to $460/hour, reflecting premium pricing for transformational engagements.
- **AI-Driven Efficiency**: RPO uses AI for candidate identification, while interim consulting (24% YoY growth) benefits from U.K. expansion. Q3 guidance reflects cautious optimism amid macro uncertainty.

**【Management Opening Remarks】**
- CEO Gary Burnison highlighted Q2 performance as 'outstanding,' emphasizing the 'We Are Korn Ferry' strategy of integrating 5 solutions into 1 holistic talent business. Key examples included partnerships with a major tech company (AI data centers), a new hospital (physician recruitment), and a global consumer company (AI transformation leadership development). Business referrals reached 27.6% of fee revenue, up 250bps YoY, signaling cross-solution success.

**【CEO Commentary】**
- Executive Search fee revenue grew 10% YoY for the 6th consecutive quarter, driven by leadership demand amid Baby Boomer retirements and work-life balance shifts. Interim consulting bill rates rose 24% YoY (including Trilogy acquisition), with EMEA leading growth. CEO cited 'green shoots' in Pro Search and Interim Solutions, despite macro uncertainty. Consulting new business >$500k grew to 40% (from 37% last quarter), reflecting larger, transformational engagements.

**【CFO Financial Commentary】**
- Consolidated fee revenue: $722M (+7% YoY). Adjusted EBITDA: $125M (+7% YoY), margin 17.3%. Adjusted EPS: $1.33 (+10% YoY). RPO delivered $253M new business (16% new logos, 84% renewals). Estimated remaining fees: $1.84B (+20% YoY). Q3 guidance: Fee revenue $680-694M, EBITDA margin 17.2-17.4%, EPS $1.19-1.25.

**【Q&A Highlights】**
- **AI & Technology Impact**: CFO noted Talent Suite launch harmonized data across 30M+ pay data points, 15K success profiles, and org strategy tools. CEO highlighted RPO's AI-driven renewals and consulting's org strategy growth. Bill rates in consulting ($460/hour) and interim ($142/hour) reflect premium pricing for high-impact work.
- **Digital Business Challenges**: CEO explained 35% reduction in digital sellers to pivot to enterprise sales, causing short-term declines but positioning for licensing growth. Q2 saw delayed multimillion-dollar deals but 43% of Digital new business via subscriptions/licenses.
- **RPO Strength**: 84% renewals in Q2, with wins in healthcare and industrial sectors. CFO noted 50% of RPO revenue from cross-solution referrals, underscoring '1 business' strategy success.


Korn Ferry(KFY)-20251209-2026 Q2 Earnings call transcript

- **Revenue Growth**: 15% YoY driven by North American recovery and digital expansion; EMEA/APAC up 19%/12%.
- **Talent Suite Launch**: November 2025, targeting 60%+ digital revenue; 1,800 consultants trained for rollout.
- **Profitability**: 8% YoY EBITDA growth to $120M; 17% margin, up 50bps.
- **AI Integration**: 40-person AI team enhancing workflows; clients prioritizing AI readiness.
- **Q2 Guidance**: Fee revenue $690-710M, EPS $1.23-1.33, reflecting cautious outlook.
- **Client Engagement**: 40% revenue from Marquee/Diamond accounts; 25% cross-solution referrals.


**【CEO Summary Section】**
- Highlighted 15% year-over-year revenue growth, driven by North American recovery and diversification strategy.
- Announced multiyear client engagements in pharma, retail, and HR software sectors, showcasing integrated solutions.
- Introduced Talent Suite, a digital SaaS platform, to enhance client talent management capabilities.
- Emphasized long-term growth with a 10-year revenue CAGR of 10% and 25% cross-solution referrals.
- Optimistic about future, citing strong client relationships and AI-driven innovation.

**【CFO Financial Commentary】**
- Consolidated fee revenue grew 5% YoY to $709 million, with EMEA and APAC up 19% and 12% respectively.
- Adjusted EBITDA increased 8% YoY to $120 million, with margin expanding 50 basis points to 17%.
- Digital subscription/license new business grew 10% YoY, contributing 39% of total digital revenue.
- Backlog of $1.67 billion, with 58% expected to be recognized within a year.
- Q2 guidance: Fee revenue $690-710 million, EBITDA margin 17-17.5%, EPS $1.23-1.33.
- Capital allocation focused on Talent Suite and productivity tools.

**【Q&A Highlights】**
- **Talent Suite Launch**: November 2025, targeting 60%+ digital revenue within solutions; training 1,800 consultants for go-to-market.
- **Digital Growth**: Subscription/license new business up 10% YoY; long-term target >60% digital mix.
- **Consulting Performance**: 8% YoY growth, with 42% of backlog in engagements >$1M.
- **AI Impact**: Integrating AI into workflows to enhance efficiency; 40-person AI team driving human+AI strategy.
- **Labor Market**: Clients focusing on AI readiness and workforce transformation amid labor recession.
- **Regional Trends**: EMEA and APAC outperforming Americas, driven by multi-solution engagements.
- **Shareholder Returns**: $36M returned via buybacks and dividends, balanced with growth investments.


Korn Ferry (KFY) Q1 2026 Earnings Call Transcript

- **Revenue Growth**: Q4 fee revenue up 4% YoY, driven by cross-solution referrals (26% of revenue) and marquee accounts (39%).
- **Profitability**: Adjusted EBITDA margin expanded 70bps to 17%, with $1.32 EPS beating expectations.
- **Digital Expansion**: Digital new business 40% subscription/licensed, talent suite integration poised to boost CRM partnerships.
- **Executive Search Strength**: 15% YoY growth, supported by demographic trends and leadership transformation demand.
- **Future Visibility**: $1.7B remaining fees under contracts, 57% to be recognized in next year, signaling durable growth.

**【CEO Summary Section】**
- Fee revenue grew 4% YoY (constant currency), driven by strong performance across solutions.
- New business increased 3% YoY, with 77% of clients using 2+ solutions and 50% using 3+.
- Marquee and diamond accounts represent 39% of fee revenue, showcasing client retention strength.
- Talent suite product releases expanded data analytics capabilities, with 38 million talent profiles and 7 million survey respondents.
- Emphasis on AI and technology to drive organizational performance, with 25 new senior client partner hires.

**【CFO Financial Commentary】**
- Q4 fee revenue: $712M (4% YoY growth, constant currency).
- Adjusted EBITDA: $121M (+8% YoY), margin 17% (+70bps).
- Adjusted EPS: $1.32 (+5% YoY).
- New business: $119M in RPO (77% new logos), digital new business 40% subscription/licensed.
- Estimated remaining fees under contracts: $1.7B (+12% YoY), 57% to be recognized in next year.
- Q1 '26 guidance: Fee revenue $675-695M, EBITDA margin 16.8-17.2%, EPS $1.18-1.26.
- Capital allocation: $173M returned to shareholders, $44M in M&A, $62M in tech investments.

**【Q&A Key Highlights】**
- **New Business Trends**: May stronger than April, with consulting engagements 25% over $1M. Digital new business growth consistent at 4% YoY.
- **Sales Cycles**: Longer for large consulting projects (3-5 years), impacting short-term revenue recognition.
- **Digital Growth**: Talent suite integration with CRM expected by end-2025, driving subscription stability.
- **Macro Impact**: Cost of living crisis and low birth rates creating labor shortages, increasing demand for AI-driven solutions.
- **Executive Search**: 15% YoY growth, driven by demographic shifts and leadership transformation needs.
- **Productivity**: Average consultant fee revenue $1.6M, reflecting efficiency in high-margin solutions.


Korn Ferry (KFY)-18 Jun 25-2025 Q4 Earnings call transcript

- **Revenue Growth**: 13% new business growth, 65% RPO from new clients, and 41% of consulting deals >$500K highlight strategic shift to high-impact, durable engagements.
- **Profitability**: 17.1% EBITDA margin (+190bps YoY), $1.19 EPS, and 31.3% Digital margin reflect operational excellence.
- **Shareholder Returns**: 30% dividend increase (sixth in five years) and $133M returned YTD signal financial strength.
- **AI-Driven Productivity**: 7% consultant productivity growth to $1.5M annualized, with AI/GenAI poised to amplify gains.
- **Long-Term Tailwinds**: Peak 65 retirements, labor shortages, and workforce transformation demand position Korn Ferry for sustained growth.


**【CEO Summary Section】**
- **Revenue Growth and Strategic Shifts**: Fee revenue of $669 million (+2% YoY at constant currency) driven by 13% new business growth, with 65% of RPO new business from new clients. Key wins include a global energy company (60,000+ employees) and leadership programs at top insurers.
- **Profitability and Shareholder Returns**: Adjusted EBITDA margin expanded 190bps to 17.1%, with $1.19 EPS (+11% YoY). Dividend increased 30% for the sixth time in five years.
- **Market Positioning**: 39% of fee revenue from marquee/diamond accounts, 25% from cross-solution referrals, and 1,100+ cross-referrals from interim acquisitions.
- **Long-Term Outlook**: Emphasizes workforce transformation demand due to Peak 65 retirements, labor shortages, and AI-driven productivity gains.

**【CFO Financial Commentary】**
- **Segment Performance**: 
  - **Consulting**: $159M new business (+3% YoY), 41% of new deals >$500K, 7% consultant productivity growth to $1.5M annualized.
  - **Digital**: $91M fee revenue (+3% YoY), 39% from subscriptions/licenses, 31.3% EBITDA margin.
  - **Executive Search**: $205M fee revenue (+4% YoY), 7% consultant productivity growth to $1.5M annualized.
  - **RPO**: $85M fee revenue (+6% YoY), $752M under contract with 42% expected in next four quarters.
- **Capital Allocation**: $45M spent on Trilogy acquisition, $18M share buybacks, $19M dividends (total $133M returned YTD).
- **Q4 Outlook**: Fee revenue $680-700M, EBITDA margin 16.8-17%, EPS $1.22-1.30.

**【Q&A Highlights】**
- **Productivity Drivers**: AI/GenAI adoption, higher bill rates ($461/hour Consulting, $129/hour Interim), and 35-40% revenue growth per consultant vs. pre-pandemic levels.
- **RPO Growth**: Driven by new clients (65%), healthcare/life sciences expansion, and labor supply-demand imbalance.
- **Digital Volatility**: Q3 decline due to tough comp from prior year licensing deals, but stable long-term in challenging macro.
- **Macro Resilience**: 40% consulting backlog in >$500K deals provides visibility, while smaller discretionary work lags.
- **PS&I Strategy**: Focused on high-end interim roles ($129/hour) and avoiding contingent placement businesses.
- **Peak 65 Impact**: 4-5M executives retiring annually, driving demand for leadership development and succession planning.


Actual											0.75	0.6	-0.19	0.54	0.95	1.21	1.37	1.53	1.59	1.75	1.5	1.43	1.01	1.01	0.99	0.97	1.07	1.26	1.18	1.21	1.19	1.32	1.31	1.33	1.28
Forecast											0.7333	0.3917	0.1233	0.0485	0.5052	0.9823	1.072	1.372	1.484	1.552	1.51	1.414	0.912	1.004	0.9122	0.9536	0.9939	1.1245	1.1175	1.2126	1.1289	1.2605	1.2362	1.312	1.2355
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+2.28%	+53.18%	-254.10%	+1013.40%	+88.04%	+23.18%	+27.80%	+11.52%	+7.14%	+12.76%	-0.66%	+1.13%	+10.75%	+0.60%	+8.53%	+1.72%	+7.66%	+12.05%	+5.59%	-0.21%	+5.41%	+4.72%	+5.97%	+1.37%	+3.60%

KFY

KFY fundamentals

KFY Q3 2026 Earnings

Earnings Call

You can ask Aime

KFY

KFY fundamentals

KFY Q3 2026 Earnings

Earnings Call

KFY Earnings Call Summary for Q3/202612:00 PM on Mar 9, 2026

KFY Earnings Call Summary for Q2/202612:00 PM on Dec 9, 2025

KFY Earnings Call Summary for Q1/202612:00 PM on Sep 9, 2025

KFY Earnings Call Summary for Q4/202512:00 PM on Jun 18, 2025

KFY Earnings Call Summary for Q3/202512:00 PM on Mar 11, 2025

You can ask Aime