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Oct 31, 2023

Korn Ferry Q2 2024 Earnings Report

Korn Ferry's Q2 2024 financial results reflected a decrease in fee revenue, impacted by restructuring charges and a challenging macroeconomic environment, while consulting and digital segments showed resilience.

Key Takeaways

Korn Ferry reported a 3% year-over-year decrease in fee revenue to $704.0 million for Q2 FY'24. The company experienced a net loss of $1.7 million, which included a $52.8 million charge related to restructuring. Consulting and Digital segments showed revenue resilience, growing by almost 3%.

Q2 FY'24 fee revenue was $704.0 million, a 3% decrease year-over-year (5% at constant currency).

Net loss attributable to Korn Ferry was $1.7 million, including a $52.8 million restructuring charge; diluted loss per share was $0.04, and adjusted diluted earnings per share were $0.97.

Operating income was $22.8 million (3.2% margin), and Adjusted EBITDA was $98.5 million (14.0% margin).

Consulting and Digital fee revenue each grew almost 3% year-over-year.

Total Revenue
$712M
Previous year: $736M
-3.2%
EPS
$0.97
Previous year: $1.43
-32.2%
Executive Search Engagements Billed
3.49K
Previous year: 4.05K
-14.0%
Executive Search New Engagements
1.48K
Previous year: 1.64K
-9.7%
Digital Subscription License Revenue
$32.4M
Previous year: $28.9M
+12.1%
Gross Profit
$625M
Previous year: $667M
-6.2%
Cash and Equivalents
$647M
Previous year: $594M
+8.9%
Free Cash Flow
$117M
Previous year: $113M
+3.3%
Total Assets
$3.36B
Previous year: $3.26B
+3.0%

Korn Ferry

Korn Ferry

Korn Ferry Revenue by Segment

Forward Guidance

Korn Ferry expects Q3 FY'24 fee revenue to be in the range of $645 million to $665 million, with diluted earnings per share between $0.87 and $0.95, and adjusted diluted earnings per share between $0.96 and $1.02, assuming no major pandemic-related lockdowns or changes in worldwide geopolitical, economic, or financial conditions.

Positive Outlook

  • Q3 FY'24 fee revenue is expected to be in the range of $645 million and $665 million.
  • Q3 FY'24 diluted earnings per share is expected to range between $0.87 to $0.95.
  • Q3 FY'24 adjusted diluted earnings per share is expected to be in the range from $0.96 to $1.02.
  • Guidance assumes no new major pandemic related lockdowns.
  • Guidance assumes no further changes in worldwide geopolitical conditions.

Challenges Ahead

  • Guidance is subject to economic conditions.
  • Guidance is subject to financial markets.
  • Guidance is subject to foreign exchange rates.
  • Guidance is subject to economic conditions.
  • Guidance is subject to financial markets.

Revenue & Expenses

Visualization of income flow from segment revenue to net income