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Oct 31, 2022

Korn Ferry Q2 2023 Earnings Report

Korn Ferry reported an increase in fee revenue and net income, with diluted earnings per share at $1.38 and adjusted diluted earnings per share at $1.43.

Key Takeaways

Korn Ferry announced Q2 Fiscal Year 2023 results, with fee revenue of $727.8 million, a 14% increase year-over-year (20% at constant currency). Diluted earnings per share were $1.38, and adjusted diluted earnings per share were $1.43. The company completed the acquisition of Infinity Consulting Solutions during the quarter.

Fee revenue was $727.8 million, up 14% year-over-year and 20% at constant currency.

Net income attributable to Korn Ferry was $73.5 million, with diluted EPS of $1.38 and adjusted diluted EPS of $1.43.

Operating income was $119.6 million (16.4% margin), and Adjusted EBITDA was $131.1 million (18.0% margin).

The company repurchased 622,500 shares for $33.1 million and declared a dividend of $0.15 per share.

Total Revenue
$736M
Previous year: $643M
+14.3%
EPS
$1.43
Previous year: $1.53
-6.5%
Executive Search Engagements Billed
4.05K
Previous year: 4.37K
-7.1%
Executive Search New Engagements
1.64K
Previous year: 1.83K
-10.5%
Digital Subscription License Revenue
$28.9M
Previous year: $26.3M
+9.9%
Gross Profit
$667M
Previous year: $615M
+8.4%
Cash and Equivalents
$594M
Previous year: $725M
-18.1%
Free Cash Flow
$113M
Previous year: $108M
+4.5%
Total Assets
$3.26B
Previous year: $3.12B
+4.6%

Korn Ferry

Korn Ferry

Korn Ferry Revenue by Segment

Forward Guidance

Korn Ferry anticipates Q3 FY'23 fee revenue to be in the range of $660 million to $690 million, with diluted earnings per share expected to range between $0.40 and $0.66. Adjusted diluted earnings per share is expected to be in the range from $0.88 to $1.00. Adjusted EBITDA margin is expected to be in the range of 14% to 15%.

Positive Outlook

  • New business trends coming out of Q2 FY’23 remain strong.

Challenges Ahead

  • Global inflation presents a level of risk and uncertainty.
  • Rising interest rates present a level of risk and uncertainty.
  • Escalating geo-political tensions present a level of risk and uncertainty.

Revenue & Expenses

Visualization of income flow from segment revenue to net income