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Aug 31, 2023

FranklinCovey Q4 2023 Earnings Report

Franklin Covey reported mixed results for Q4 2023, with sales slightly decreasing but net income and Adjusted EBITDA increasing significantly.

Key Takeaways

Franklin Covey's Q4 2023 results showed a slight decrease in consolidated sales but an increase in gross profit and net income. The company's Enterprise Division and AAP subscription sales experienced growth, while the Education Division saw a slight decline. Adjusted EBITDA improved by 24% compared to the previous year.

Consolidated sales for the quarter were $78.0 million, slightly down from $78.8 million in Q4 2022.

Net income increased to $6.8 million, or $0.49 per diluted share, compared to $5.6 million, or $0.39 per diluted share, in Q4 2022.

Adjusted EBITDA improved by 24% to $16.5 million, compared to $13.3 million in the prior year.

Enterprise Division sales grew to $52.4 million, with AAP subscription sales increasing by 3%.

Total Revenue
$78M
Previous year: $78.8M
-1.1%
EPS
$0.49
Previous year: $0.39
+25.6%
Gross Profit
$59.3M
Previous year: $59.1M
+0.4%
Cash and Equivalents
$38.2M
Previous year: $60.5M
-36.8%
Free Cash Flow
$8.82M
Previous year: $11.6M
-24.1%
Total Assets
$246M
Previous year: $259M
-5.1%

FranklinCovey

FranklinCovey

FranklinCovey Revenue by Segment

Forward Guidance

Franklin Covey anticipates Adjusted EBITDA to increase to between $54.5 million and $58.0 million in constant currency for fiscal year 2024.

Positive Outlook

  • Strength and strategic durability of All Access Pass subscriptions.
  • Strength and strategic durability of Leader in Me membership subscriptions.
  • Strong fiscal 2023 financial performance.
  • Continued growth in All Access Pass subscriptions.
  • Continued growth in Leader in Me membership subscriptions.

Challenges Ahead

  • Additional growth investments.
  • Potential macroeconomic headwinds.
  • Adverse impacts on future operating results.
  • Uncertainty of future events.
  • Difficulties in obtaining information for GAAP reconciliation of Adjusted EBITDA.

Revenue & Expenses

Visualization of income flow from segment revenue to net income