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May 31, 2023

FranklinCovey Q3 2023 Earnings Report

FranklinCovey reported record sales and strong financial results

Key Takeaways

Franklin Covey reported an 8% increase in consolidated sales, reaching a record $71.4 million. Education Division revenues grew by 18%, and the sum of billed and unbilled deferred subscription revenue increased by 21% to $140.9 million. Pre-tax income increased by 18% to $6.6 million, and Adjusted EBITDA increased by 9% to $11.9 million.

Consolidated sales increased by 8% to a record $71.4 million.

Education Division revenues grew by 18%.

The sum of billed and unbilled deferred subscription revenue grew by 21% to $140.9 million.

Adjusted EBITDA increased by 9% to $11.9 million.

Total Revenue
$71.4M
Previous year: $66.2M
+8.0%
EPS
$0.32
Previous year: $0.51
-37.3%
Adjusted EBITDA
$11.9M
Previous year: $10.9M
+9.2%
Gross Margin
75.9%
Gross Profit
$54.2M
Previous year: $51.1M
+6.1%
Cash and Equivalents
$39.3M
Previous year: $52.1M
-24.5%
Free Cash Flow
$13.8M
Previous year: $15.5M
-10.6%
Total Assets
$218M
Previous year: $228M
-4.7%

FranklinCovey

FranklinCovey

FranklinCovey Revenue by Segment

Forward Guidance

The Company affirms its previously provided guidance that Adjusted EBITDA for fiscal 2023 will increase to between $47 million and $49 million in constant currency, compared with the $42.2 million in Adjusted EBITDA achieved in fiscal 2022.

Positive Outlook

  • Continued strategic strength of All Access Pass subscriptions
  • Durability of Leader in Me membership subscriptions
  • Accelerated growth over the past years
  • Expected continued growth in the future
  • Confidence in the All Access Pass and Leader in Me membership subscriptions

Challenges Ahead

  • Additional growth investments
  • Continuing macroeconomic headwinds
  • Adverse impact on fiscal 2023 operating results
  • General economic conditions
  • Market acceptance of new products or services

Revenue & Expenses

Visualization of income flow from segment revenue to net income