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Sami Nasir

Research Analyst at Goldman Sachs

Sami Nasir is an Equity Research Associate at Goldman Sachs & Co. LLC in San Francisco, focusing on business and information services and contributing to coverage of companies such as Cintas Corporation in the uniform rental and facilities services industry. He supports fundamental research and survey-driven analysis used to generate investment recommendations, collaborating on reports that inform Goldman Sachs’ buy-rated calls and factor profiles for covered names. Nasir began his career as an Investment Analyst at Grace Capital before joining Goldman Sachs as an equity research associate, building experience across investment analysis and global investment research. He holds the Chartered Financial Analyst (CFA) designation, enhancing his credentials in securities analysis and portfolio evaluation, and is listed as an analyst in Goldman Sachs Global Investment Research publications.

Sami Nasir's questions to KORN FERRY (KFY) leadership

Question · Q2 2026

Sami Nasir asked if the current strength in new business for executive search would offset the typical seasonal step-down in the third quarter, which usually sees a ramp in the fourth quarter.

Answer

CEO Gary Burnison stated that the company's guidance does not imply a different seasonality, as the holiday season is expected to impact the entire business for about two weeks, which is already factored into the forecast. Regarding consulting, Mr. Nasir questioned the flat margins despite strong bill rates and asked about the remaining runway for the mix shift towards higher-value engagements, as well as potential higher costs capping margin upside. Mr. Burnison responded that there is substantial opportunity and upside in the consulting solution, describing the transformation from selling 'vitamins' (small transactions) to being in the 'health and wellness business' (larger engagements). CFO Bob Rozek added that the current uncertain environment benefits the firm as clients seek help navigating new challenges, leading to strong demand for larger, transformational org strategy engagements.

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Question · Q2 2026

Sami Nasir asked if the current strength in executive search new business would alter the typical Q3 seasonality, and about the runway for mix shift towards higher-value engagements in consulting, questioning if higher delivery costs cap margin upside despite strong bill rates.

Answer

CEO Gary Burnison stated the Q3 guidance does not imply a change in seasonality due to holiday impact. He affirmed substantial opportunity and upside in consulting, noting the shift from 'vitamins' (small transactions) to 'health and wellness' (larger engagements). CFO Bob Rozek added that the current uncertain environment drives demand for larger, transformational org strategy engagements.

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Fintool

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