Korn Ferry remains rated 'Hold' as I await evidence of stronger growth and resilience to AI disruption. Management consistently guides conservatively, with KFY regularly beating top- and bottom-line estimates, but headline growth remains muted. Executive search and Digital segments show double-digit and high-single-digit growth, offsetting weakness in entry-level job placements.
Meta Platforms announced it would lay off approximately 10% of its workforce, 8,000 employees, with CEO Mark Zuckerberg citing "success isn't given." Tech layoffs in 2026 appear to be structural, not cyclical, as companies slash human headcount to self-fund massive AI infrastructure. As companies rush to flatten hierarchies and redesign modern workflows, this restructuring demand fuels growth opportunities for companies that can capitalize.
Korn Ferry delivers organizational consulting and talent solutions to corporations and institutions worldwide.
Korn Ferry (KFY) Q3 2026 Earnings Call Transcript
Korn/Ferry (KFY) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.19 per share a year ago.
Korn Ferry remains a buy as visibility, pricing power, and backlog strengthen, supported by a successful go-to-market strategy and margin improvement. Q2 results showed 7% y/y fee revenue growth, 19% y/y net income growth, and record backlog, with 57% of backlog expected to be recognized in the next 12 months. KFY's cross-selling momentum and higher-value project mix are driving margin accretion, with consulting bill rates up 10% y/y and executive search fees up 5% y/y.
Korn Ferry ( KFY ) Q2 2026 Earnings Call December 9, 2025 12:00 PM EST Company Participants Gary Burnison - President, CEO & Executive Director Robert Rozek - Executive VP, CFO & Chief Corporate Officer Conference Call Participants Joshua Chan - UBS Investment Bank, Research Division Trevor Romeo Sami Nasir - Goldman Sachs Group, Inc., Research Division Tobey Sommer - Truist Securities, Inc., Research Division Alexander Sinatra - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the Korn Ferry Second Quarter Fiscal Year 2026 Conference Call.
Korn Ferry remains a compelling "Buy" despite recent underperformance, with shares down 10% amid labor market fears. KFY's executive search segment drives results, with 10% revenue growth, rising margins, and a robust $1.84 billion backlog supporting future growth. Guidance for Q3 is in line with consensus, and KFY's conservative forecasts and strong balance sheet underpin resilience.
Although the revenue and EPS for Korn/Ferry (KFY) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Korn/Ferry (KFY) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $1.21 per share a year ago.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Korn/Ferry (KFY) have what it takes?
Get a deeper insight into the potential performance of Korn/Ferry (KFY) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.