Companies /Industrials

Korn Ferry

NYSE: KFY Staffing & Employment Services
$85.60
▲ $2.01 (+2.40%) today
Markets closed · 5:36pm ET

Q4 2026 Earnings

Reported Jun 23, 2026, 7:17am ET · SEC source
$1.40
Beat +1.43%
EPS · est. $1.38
$768.3M
Beat +3.10%
Revenue · est. $745.1M
+8.4%
Beating market
KFY vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+2%+4%Jun 23Jun 24report 7:17am ETearnings−0.1%+2.0%
0+2%+4%Jun 23Jun 24earnings−0.1%+2.0%
KFY +2.0%S&P 500 −0.1%
0+2%+4%Jun 23Jun 24report 7:17am ETearnings−1.2%+2.0%
0+2%+4%Jun 23Jun 24earnings−1.2%+2.0%
KFY +2.0%NASDAQ −1.2%
0+4%+8%+12%Jun 22Jul 1report 7:17am ETearnings+1.3%+2.3%
0+4%+8%+12%Jun 22Jul 1earnings+1.3%+2.3%
KFY +2.3%S&P 500 +1.3%
0+5%+10%Jun 22Jul 1report 7:17am ETearnings+1.8%+2.3%
0+5%+10%Jun 22Jul 1earnings+1.8%+2.3%
KFY +2.3%NASDAQ +1.8%
+5.83%
Day of report
−1.52%
Next session
−7.17%
One week
+9.10%
30 days

S&P 500 over the same 30 days: +0.73%.

Did KFY Beat Earnings? Q4 2026 Results

Korn Ferry closed out fiscal 2026 on a confident note, posting Q4 revenue of $768.26 million, up 6.7% year-over-year and ahead of the $745.15 million consensus estimate by 3.10%, while adjusted diluted EPS of $1.40 edged past the $1.38 consensus by 1.43%, extending the company's streak of consensus EPS beats to four consecutive quarters. The standout driver was Professional Search & Interim, where fee revenue surged 14% year-over-year to $149.06 million, fueled in part by a 15% rise in average bill rates within the Interim segment, a dynamic that helped lift overall margins even as the Digital segment slipped 3%. Net income attributable to Korn Ferry reached $73.13 million, with margin expanding 60 basis points to 9.6%, while the company returned capital to shareholders through 1.24 million share repurchases and a freshly declared quarterly dividend of $0.55 per share. Looking to Q1 FY'27, management guided for fee revenue of $725 million to $745 million and diluted EPS of $1.32 to $1.38, flagging geopolitical uncertainty as a watchpoint but expressing confidence in its diversified platform.

Key Takeaways
  • Fifth consecutive quarter of top-line growth
  • Professional Search & Interim led growth with 14% fee revenue increase driven by 15% higher average interim bill rates and higher weighted-average permanent placement fees
  • Executive Search growth driven by higher weighted-average fees per engagement from more senior-level search work
  • Consulting growth led by leadership development, assessment & succession, and organizational strategy offerings
  • RPO growth fueled by new logo client wins in North America
  • Estimated remaining fees under existing contracts up 10% YoY to $1.9 billion

“I am very pleased with our quarterly performance. This marks our fifth consecutive quarter of top-line growth, underscoring the strength of our strategy and the increasing relevance of our solutions – all amid an uneven economic environment. In addition to increased momentum across our broader offerings, I am particularly encouraged by double-digit growth in Professional Search & Interim, reflecting the depth and breadth of our solutions.”

Korn Ferry CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY'27, Korn Ferry expects consolidated fee revenue in the range of $725 million to $745 million, and diluted earnings per share between $1.32 and $1.38. This outlook assumes no material negative impact from the recent Middle East conflict and that worldwide geopolitical conditions, economic conditions, financial markets, and foreign exchange rates remain steady.

KFY YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$300.0M$600.0M$719.8M$768.3MRevenue$104.6M$101.5MOperating Income$64.2M$73.1MNet Income
$0$300.0M$600.0MRevenueOperating IncomeNet Income

KFY Revenue by Segment

Consulting$181.9M+7.4%
Executive Search - North America$156.1M+9.1%
Professional Search & Interim$149.1M+14.0%
Recruitment Process Outsourcing (RPO)$97.6M+4.5%
Digital$89.3M−2.6%
RPO
Executive Search - EMEA$54.1M+1.2%
Executive Search - Asia Pacific$24.6M+4.2%

Figures from SEC filings and company reports. Not investment advice.