Q3 26 EPS
$1.28
BEAT +3.60%
Est. $1.24
Q3 26 Revenue
$725.0M
BEAT +4.30%
Est. $695.1M
vs S&P Since Q3 26
-0.1%
TRAILING MARKET
KFY +9.8% vs S&P +10.0%
Market Reaction
Did KFY Beat Earnings? Q3 2026 Results
Korn Ferry delivered a clean beat across the board in Q3 FY2026, posting adjusted diluted EPS of $1.28 against a consensus of $1.24, a 3.60% beat, while revenue of $725.04 million topped estimates by 4.30% and grew 7.2% year-over-year. The standout d… Read more Korn Ferry delivered a clean beat across the board in Q3 FY2026, posting adjusted diluted EPS of $1.28 against a consensus of $1.24, a 3.60% beat, while revenue of $725.04 million topped estimates by 4.30% and grew 7.2% year-over-year. The standout driver was Executive Search, where fee revenue climbed 13% to $231.95 million as the firm billed more engagements at higher average fees across every geographic region, providing the clearest evidence that demand for senior talent advisory remains resilient. Net income rose 12% to $65.27 million, and Consolidated Adjusted EBITDA expanded 8% to $123.07 million. A forward-looking signal worth noting: estimated remaining fees under existing contracts reached $1.85 billion, up 11% year-over-year, suggesting the revenue pipeline is broadening even as the firm absorbs depreciation charges tied to its Digital platform transition. Management guided Q4 fee revenue of $730 million to $750 million with diluted EPS of $1.34 to $1.40, though the outlook carries the standard caveat of stable macroeconomic and geopolitical conditions. The stock slipped modestly following the announcement, a reaction that appeared tied more to the cautious forward guidance than to the underlying quarterly performance.
Key Takeaways
- • Executive Search fee revenue grew 13% YoY, led by increases in engagements billed and weighted-average fee per engagement
- • Consulting fee revenue growth driven by 2% increase in average bill rates
- • Digital Subscription & License fee revenue increased 8% YoY
- • Professional Search & Interim interim fee revenue driven by 16% increase in average bill rate
- • RPO fee revenue growth driven by new logo clients in North America
- • All solution lines posted positive YoY fee revenue growth
KFY YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
KFY Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our strong quarterly performance continues to reflect the evolution of our firm. Today the world is enveloped by unprecedented levels of change – shifts in population, demographics and technological advancement that are converging to exert great impact on the way people live, work and consume. This environment provides tremendous opportunity for Korn Ferry.”
— Gary D. Burnison, Q3 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% |