Korn Ferry

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.