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Korn Ferry

KFY

Industrials · 78.20 -3.8% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Korn Ferry's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-3.8% todayVolume comparison unavailable
Market group0 of 23 activeB2B Information Software · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • Performance-related bonus expense rose $15.7M in fiscal 2026 versus fiscal 2025, primarily due to higher segment fee revenue.

Invalidation: The isolated read changes if KFY's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Staffing & Employment Services

No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Performance-related bonus expense rose $15.7M in fiscal 2026 versus fiscal 2025, primarily due to higher segment fee revenue.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements407
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +6.4% year over year.
  • Operating cash flow covered net income at 1.49x in the latest annual period.
Evidence challenging the case
  • Restructuring and cost reductions has repeated adverse evidence across 6 filings.
  • Demand and volume has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 44% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 69% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

78.20
6m+25.2%12m+7.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-04-30$2.6B+45.2%$5.98-0.0%
2023-04-30$2.9B+8.3%$3.95-2.8%
2024-04-30$2.8B-2.4%$3.23-0.9%
2025-04-30$2.8B-1.2%$4.60+2.7%
2026-04-30$2.9B+6.4%$5.22-0.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 6 filings
Interest Expense, Net Interest expense, net primarily relates to the Company's 4.625% Senior Unsecured Notes due 2027 (the “Notes”) issued in December 2019, borrowings under company-owned life insurance (“COLI”) policies and interest cost related to our defer…
10-Q · Sep 9, 2026
Restructuring and cost reductionsnegative · 6 filings
Compensation and benefits expense increased primarily due to higher severance-related expenses of $7.1 million and salaries and related payroll taxes of $3.7 million in the three months ended July 31, 2026 compared to the year-ago quarter.
10-Q · Sep 9, 2026
Demand and volumenegative · 5 filings
The increase in fee revenue was primarily driven by an increase in demand for our assessment & succession, organizational strategy and leadership development offerings.
10-K · Jun 26, 2026
Foreign exchangenegative · 2 filings
These increases were partially offset by decreases in integration and acquisition costs and foreign exchange loss of $2.7 million and $0.4 million, respectively.
10-Q · Mar 11, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.4× · EV/sales 1.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

78.20-3.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for KFY. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for KFY. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind KFY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

KFRCKforce Inc.competitorJun 27, 2025

Our RPO services primarily compete for business with other RPO providers such as Alexander Mann Solutions, Allegis, Cielo, IBM, Randstad and WilsonHCG while Professional Search & Interim services compete for mid-level professional search assignments with regi…

RHIRobert Half Inc.competitorJun 27, 2025

Our RPO services primarily compete for business with other RPO providers such as Alexander Mann Solutions, Allegis, Cielo, IBM, Randstad and WilsonHCG while Professional Search & Interim services compete for mid-level professional search assignments with regi…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

KFY is currently a Follower in the organic co-movement group B2B Information Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.