Q2 26 EPS
$1.33
BEAT +1.37%
Est. $1.31
Q2 26 Revenue
$721.7M
BEAT +2.22%
Est. $706.0M
vs S&P Since Q2 26
-7.8%
TRAILING MARKET
KFY +1.4% vs S&P +9.2%
Market Reaction
Did KFY Beat Earnings? Q2 2026 Results
Korn Ferry delivered a clean beat across the board in its second quarter of fiscal 2026, posting adjusted diluted EPS of $1.33 against a consensus estimate of $1.31, a 1.37% beat, while fee revenue climbed 7.0% year-over-year to $721.70 million, topp… Read more Korn Ferry delivered a clean beat across the board in its second quarter of fiscal 2026, posting adjusted diluted EPS of $1.33 against a consensus estimate of $1.31, a 1.37% beat, while fee revenue climbed 7.0% year-over-year to $721.70 million, topping the $706.05 million Wall Street expected by 2.22%. The standout driver was Executive Search, where fee revenue jumped 9.7% to $225.95 million with broad-based regional strength, complemented by a 16.5% surge in Professional Search and Interim to $141.10 million, partly fueled by the Trilogy International acquisition completed last November. Net income attributable to Korn Ferry rose 19% to $72.40 million, with margin expanding 100 basis points to 10.0%, underscoring operating leverage even as the company absorbs costs tied to sunsetting its Digital platform. Some analysts have trimmed price targets in response to cautious near-term guidance, with Korn Ferry projecting Q3 fee revenue of $680 million to $694 million and adjusted diluted EPS of $1.19 to $1.25, reflecting its assumption that macroeconomic and geopolitical conditions hold steady.
Key Takeaways
- • Fourth consecutive quarter of accelerated growth, led by Marquee and Diamond accounts
- • Executive Search fee revenue grew 10% year-over-year driven by increase in engagements billed and weighted-average fee billed per engagement
- • Professional Search & Interim revenue up 17% driven by Trilogy International acquisition (effective November 1, 2024)
- • Consulting growth driven by 10% increase in average bill rates
- • RPO fee revenue growth driven by new logo clients in North America
- • Estimated remaining fees under existing contracts up 20% year-over-year to $1.842 billion
KFY YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
KFY Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our performance during the quarter was outstanding, as we achieved our fourth consecutive quarter of accelerated growth, led by our Marquee and Diamond accounts.”
— Gary D. Burnison, Q2 2026 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% |