NYSE$KFY

Korn Ferry · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Korn Ferry achieved record results driven by strong demand across all lines of business and effective cost management.

Korn Ferry reported record first quarter fee revenue of $585.4 million, a 70% increase year-over-year. The company's profitability was also strong, with diluted earnings per share at $1.37 and Adjusted EBITDA margin at 20.7%.

  • Korn Ferry reported record quarterly fee revenue of $585.4 million in Q1 FY’22, an increase of 70% from Q1 FY’21 and a sequential increase of 5% from Q4 FY’21.
  • Operating income and Adjusted EBITDA were both all-time highs in Q1 FY’22 at $101.3 million (operating margin of 17.3%) and $121.3 million (Adjusted EBITDA margin of 20.7%), respectively.
  • Record net income attributable to Korn Ferry and record diluted earnings per share of $74.8 million and $1.37 in Q1 FY’22, respectively.
  • Declared a quarterly dividend of $0.12 per share on September 7, 2021, which is payable on October 15, 2021 to stockholders of record on September 23, 2021.

Headline financials

Total Revenue

$588M

Previous: $347M+69.5%
EPS (adj)

$1.37

Previous: -$0.19+821.1%
Exec Search Engagements Billed

4.2K

Previous: 2.7K+56.3%
Exec Search New Engagements

1.7K

Previous: 1.1K+56.5%
Digital Sub & License Revenue

$24.4M

Previous: $21.1M+15.6%
Consulting Avg Bill Rate

$349.00

Previous: $271.00+28.8%
Capital Expenditures

-$9.01M

Previous: -$8.79M-2.5%
Free Cash Flow

$65.8M

Previous: -$39.6M+266.1%
Net Income

$74.8M

Previous: -$30.8M+342.7%
Operating Income

$101M

Previous: -$43.8M+331.2%
Gross Profit

$231K

Previous: $80K+188.8%
Cash & Equivalents

$649M

Previous: $543M+19.6%
Total Assets

$2.94B

Previous: $2.62B+12.4%
Stock-Based Comp

$7.16M

Previous: $5.97M+20.0%

Revenue & EPS history

Korn Ferry · Revenue · Quarterly

$588M

Q1 2022+69.5%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Korn Ferry · $585M total across 4 segments · Q1 2022

  • Executive Search
    $217M+80.6%
  • Consulting
    $148M+49.5%
  • Professional Search & Interim
    $139M+102.8%
  • Digital
    $80.7M+44.1%

Forward guidance

Korn Ferry expects Q2 FY'22 fee revenue to be in the range of $585 million and $615 million, and diluted earnings per share to range between $1.30 to $1.44, assuming no new major pandemic lockdowns and steady worldwide economic conditions, financial markets, and foreign exchange rates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.1%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.3%

Avg return

30 days after

49%

34 / 69 earnings

Positive

+15.1%

Q3 2018

Best reaction

-23.2%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-0.3%+0.2%
Q3 2026-1.5%-4.6%+0.5%
Q2 2026+4.2%+7.6%+4.7%
Q1 2026+0.4%-0.3%-2.9%
Q4 2025+0.0%+6.7%+11.2%
Q3 2025+7.6%+7.7%+0.7%
Q2 2025-9.0%-8.5%-13.5%
Q1 2025-6.6%-1.6%+2.3%
Q4 2024+5.2%+4.9%+6.5%
Q3 2024+1.5%+1.2%-0.8%
Q2 2024+1.0%+4.8%+3.4%
Q1 2024-2.6%-3.6%-2.6%
Q4 2023-5.2%-2.6%+2.0%
Q3 2023+2.6%-5.1%-10.0%
Q2 2023-5.4%-4.6%-3.9%
Q1 2023-14.7%-11.9%-17.0%
Q4 2022+3.6%+7.8%+16.0%
Q3 2022-0.1%+2.8%+5.9%
Q2 2022+1.2%+1.6%-4.5%
Q1 2022+3.3%+0.3%+4.3%
Q4 2021+8.4%+12.3%+0.3%
Q3 2021+11.4%+8.8%+6.8%
Q2 2021+7.1%+9.2%+16.0%
Q1 2021-5.1%-6.1%-5.1%
Q4 2020-3.0%-9.1%-7.5%
Q3 2020-5.5%-7.2%-3.3%
Q2 2020-0.8%-0.3%+6.7%
Q1 2020-5.2%-4.5%-6.5%
Q4 2019-15.7%-18.7%-17.4%
Q3 2019-4.7%-0.6%+0.5%
Q2 2019-3.5%-0.7%-10.3%
Q1 2019-23.2%-23.5%-25.7%
Q4 2018+13.4%+14.4%+14.8%
Q3 2018+15.1%+16.8%+24.3%
Q2 2018-1.1%-2.1%-1.0%
Q1 2018+7.9%+8.0%+19.9%
Q4 2017+4.3%+3.0%+3.5%
Q3 2017-3.2%-3.5%-5.9%
Q2 2017+10.4%+14.5%+6.0%
Q1 2017-5.3%-9.3%-12.1%
Q4 2016-21.1%-20.8%-18.2%
Q3 2016-6.6%
Q2 2016-1.9%
Q1 2016+0.9%
Q4 2015+2.3%
Q3 2015-2.8%
Q2 2015+1.3%
Q1 2015-1.3%
Q4 2014-3.4%
Q3 2014+13.9%
Q2 2014+4.4%
Q1 2014+14.0%
Q4 2013+4.5%
Q3 2013-1.3%
Q2 2013+2.3%
Q1 2013-5.3%
Q4 2012-0.5%
Q3 2012+2.8%
Q2 2012-1.7%
Q1 2012-1.3%
Q4 2009+1.5%
Q4 2011+1.5%
Q3 2010-0.3%
Q3 2011-0.3%
Q2 2011+1.6%
Q1 2011+3.5%
Q1 2010+3.5%
Q4 2010+3.5%
Q2 2010+3.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro