Q4 25 EPS
$1.32
BEAT +4.72%
Est. $1.26
Q4 25 Revenue
$719.8M
BEAT +4.34%
Est. $689.9M
vs S&P Since Q4 25
-31.2%
TRAILING MARKET
KFY -6.3% vs S&P +24.8%
Full Year 2025 Results
FY 25 EPS
$4.88
BEAT +0.46%
Est. $4.86
FY 25 Revenue
$2.76B
BEAT +1.96%
Est. $2.71B
Market Reaction
Did KFY Beat Earnings? Q4 2025 Results
Korn Ferry delivered a clean beat to close out fiscal 2025, with Q4 adjusted diluted EPS of $1.32 clearing the $1.26 consensus by 4.76% and revenue of $719.83 million topping estimates by 7.97% while rising 2.8% year over year. The quarter's clearest… Read more Korn Ferry delivered a clean beat to close out fiscal 2025, with Q4 adjusted diluted EPS of $1.32 clearing the $1.26 consensus by 4.76% and revenue of $719.83 million topping estimates by 7.97% while rising 2.8% year over year. The quarter's clearest driver was a 14% surge in Executive Search fee revenue to $227.00 million, fueled by higher engagement volumes and stronger weighted-average fees across North America, EMEA, and Asia Pacific, which more than offset a 7% decline in Consulting as the business shifted toward larger, longer-duration engagements that slow near-term revenue conversion. Profitability held up well on an adjusted basis, with Consolidated Adjusted EBITDA margin expanding 70 basis points to 17.0% as disciplined cost management and consultant productivity gains took hold. Looking ahead, management guided Q1 FY'26 fee revenue of $675 million to $695 million, with adjusted diluted EPS of $1.18 to $1.26, contingent on stable macroeconomic and geopolitical conditions, signaling cautious but constructive momentum heading into the new fiscal year.
Key Takeaways
- • Executive Search fee revenue surged 14% YoY driven by higher engagements billed and increased weighted-average fee per engagement
- • Disciplined cost management and strong consultant productivity drove Adjusted EBITDA margin expansion of 70bps in Q4 and 220bps for full year
- • RPO growth driven by new client wins and increased demand from base clients in North America and Asia Pacific
- • Professional Search & Interim benefited from Trilogy acquisition effective November 2024 boosting Interim revenue
KFY YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
KFY Revenue by Segment
With YoY comparisons, source: SEC Filings
“Even amid the ever-changing global economic and political dynamics, we continue to deliver on our financial and strategic objectives, just as we have over the past several years. Our results reinforce the premise of Korn Ferry's diversification strategy and our continued momentum.”
— Gary D. Burnison, Q4 2025 Earnings Press Release
KFY Earnings Trends
KFY vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KFY EPS Trend
Earnings per share: estimate vs actual
KFY Revenue Trend
Quarterly revenue: estimate vs actual
KFY Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $1.38 | $1.40 | +1.43% | $768.3M | +3.10% |
| FY Full Year | $5.33 | $5.28 | -0.94% | $2.94B | +1.42% |
| Q3 26 BEAT | $1.24 | $1.28 | +3.60% | $725.0M | +4.30% |
| Q2 26 BEAT | $1.31 | $1.33 | +1.37% | $721.7M | +2.22% |
| Q1 26 BEAT | $1.24 | $1.31 | +5.95% | $715.5M | +3.82% |
| Q4 25 BEAT FY | $1.26 | $1.32 | +4.72% | $719.8M | +4.34% |
| FY Full Year | $4.86 | $4.88 | +0.46% | $2.76B | +1.96% |