Q4 26 EPS
$1.40
BEAT +1.43%
Est. $1.38
Q4 26 Revenue
$768.3M
BEAT +3.10%
Est. $745.1M
vs S&P Since Q4 26
-2.1%
TRAILING MARKET
KFY -0.4% vs S&P +1.7%
Full Year 2026 Results
FY 26 EPS
$5.28
MISS 0.94%
Est. $5.33
FY 26 Revenue
$2.94B
BEAT +1.42%
Est. $2.90B
Market Reaction
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… Read more 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
KFY 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, source: SEC Filings
KFY Revenue by Segment
With YoY comparisons, source: SEC Filings
“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.”
— Gary D. Burnison, Q4 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% |