Earnings summaries and quarterly performance for FRANKLIN COVEY.
Research analysts who have asked questions during FRANKLIN COVEY earnings calls.
Alexander Paris
Barrington Research Associates, Inc.
5 questions for FC
Also covers: APEI, ATGE, CSV +10 more
David Storms
Stonegate Capital Partners
5 questions for FC
Also covers: ACOG, AMTX, ARLP +19 more
JM
Jeff Martin
ROTH Capital Partners
5 questions for FC
Also covers: BBSI, BGSF, BWMN +6 more
Nehal Chokshi
Northland Capital Markets
4 questions for FC
Also covers: AGYS, ALLT, AVPT +12 more
Samir Patel
Askeladden Capital
1 question for FC
Also covers: BKTI, FTLF
Recent press releases and 8-K filings for FC.
Franklin Covey Reports Q1 2026 Results with Revenue Decline but Strong Invoiced Amounts Growth
FC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For Q1 2026, Franklin Covey reported $64 million in revenue, a 7% decrease year-over-year, with Adjusted EBITDA of $3.7 million (down from $7.7 million in the prior year) and negative free cash flow of $3.7 million.
- Despite the decline in reported revenue, consolidated subscription and committed services invoiced amounts grew 5% to $26 million, primarily driven by a 7% increase in Enterprise North America invoiced amounts (or 13% excluding government business).
- New logo subscription invoiced amounts grew 25% year-over-year, and the consolidated deferred revenue balance increased 5% to $100.2 million, indicating future revenue recognition.
- Management reaffirmed its fiscal year 2026 financial guidance, expecting a return to growth in Adjusted EBITDA and free cash flow this year, and meaningful growth in invoiced amounts to set up for accelerated growth in reported revenue, Adjusted EBITDA, and free cash flow in fiscal 2027.
- The company incurred $3.4 million in restructuring expenses in Q1 2026, which was factored into the original guidance.
2 days ago
FC Reports Q1 2026 Results and Reaffirms FY 2026 Guidance
FC
Earnings
Guidance Update
Share Buyback
- FC reported Q1 2026 revenue of $64 million, a 7% decline year-over-year, and Adjusted EBITDA of $3.7 million, down from $7.7 million in the prior year.
- Despite the decline in reported revenue, consolidated subscription and committed services invoiced amounts grew 5% to $26 million, led by 7% growth in Enterprise North America invoiced amounts (or 13% excluding government business). This growth in invoiced amounts is expected to translate into increased reported revenue in future quarters, with the deferred revenue balance increasing 5% to $100.2 million.
- The company reaffirmed its fiscal year 2026 revenue guidance of $265-$275 million and Adjusted EBITDA guidance of $28-$33 million, anticipating a return to growth in 2026 and accelerated growth in 2027.
- FC repurchased approximately 582,000 shares for $10.4 million in Q1 2026, completing one $10 million 10b5-1 plan and initiating a new $20 million plan.
- Strategic initiatives, including a go-to-market transformation and the integration of AI into solutions and new AI adoption services, are gaining traction and are expected to drive future growth.
2 days ago
Franklin Covey Reaffirms FY2026 Guidance Despite Q1 Revenue Decline
FC
Earnings
Guidance Update
Share Buyback
- Franklin Covey reaffirmed its fiscal year 2026 guidance, expecting revenue between $265 million and $275 million and adjusted EBITDA between $28 million and $33 million.
- In Q1 2026, total reported revenue decreased 7% to $64 million, and Adjusted EBITDA was $3.7 million, down from $7.7 million in the prior year. Free cash flow was negative $3.7 million.
- Despite the decline in reported revenue, invoiced amounts showed strong growth, with Enterprise North America growing 7% (or 13% excluding government contracts) and new logo subscription invoiced amounts increasing 25%.
- The company repurchased approximately 582,000 shares for $10.4 million in Q1 2026 and initiated a new $20 million share repurchase plan.
2 days ago
Franklin Covey Announces Q1 FY26 Results and Affirms FY2026 Guidance
FC
Earnings
Guidance Update
Demand Weakening
- Franklin Covey reported Q1 FY26 revenue of $64.0 million and Adjusted EBITDA of $3.7 million, both showing a decline compared to Q1 FY25. For the last twelve months (LTM) ending Q1 FY26, revenue was $262.0 million and Adjusted EBITDA was $24.8 million.
- The company's Free Cash Flows for Q1 FY26 were negative $3.7 million, a significant decrease from $11.4 million in Q1 FY25.
- The Deferred Subscription Revenue Balance increased to $100.2 million in Q1 FY26 from $95.7 million in Q1 FY25.
- Franklin Covey affirmed its FY2026 guidance, projecting revenue between $265 million and $275 million and EBITDA between $28 million and $33 million (in constant currency).
2 days ago
Franklin Covey Co. Reports Q1 Fiscal 2026 Financial Results
FC
Earnings
Guidance Update
Share Buyback
- Franklin Covey Co. reported consolidated revenue of $64.0 million and a net loss of $(3.3) million, or $(0.27) per share, for the first quarter of fiscal 2026, which ended on November 30, 2025.
- Adjusted EBITDA for Q1 FY2026 was $3.7 million, compared to $7.7 million in the prior year.
- The company's deferred subscription revenue increased 5% year-over-year to $100.2 million as of November 30, 2025, and Enterprise North America invoiced amounts grew 7%.
- During Q1 FY2026, Franklin Covey Co. purchased $11.1 million of its common stock and affirmed its annual guidance for fiscal 2026, projecting total revenue between $265 million and $275 million and Adjusted EBITDA between $28 million and $33 million.
2 days ago
Franklin Covey Reports Q1 FY2026 Financial Results
FC
Earnings
Guidance Update
Share Buyback
- Franklin Covey reported consolidated revenue of $64.0 million for Q1 FY2026, a decrease from $69.1 million in Q1 FY2025.
- The company realized a net loss of $(3.3) million, or $(0.27) per share, for Q1 FY2026, compared with net income of $1.2 million, or $0.09 per diluted share, in Q1 FY2025.
- Adjusted EBITDA for Q1 FY2026 was $3.7 million, down from $7.7 million in the prior year.
- Consolidated deferred subscription revenue increased 5% year-over-year to $100.2 million as of November 30, 2025.
- During Q1 FY2026, the company purchased $11.1 million of common stock and affirmed its annual guidance for fiscal 2026, projecting total revenue between $265 million and $275 million and Adjusted EBITDA between $28 million and $33 million.
2 days ago
FranklinCovey Discusses FY2025 Performance, Sales Transformation, and Capital Allocation
FC
Guidance Update
Share Buyback
New Projects/Investments
- FranklinCovey (FC) reported fiscal year 2025 revenue of $267 million and adjusted EBITDA of $29 million, a decline from $287 million and $56 million respectively in fiscal year 2024. This decrease was primarily attributed to a $16 million investment in sales transformation and the loss of federal government contracts.
- The company implemented a $16 million sales transformation in early fiscal year 2025, segmenting its salesforce to target future double-digit top-line growth. Management anticipates a meaningful increase in invoiced amounts in fiscal year 2026, with reported revenue growth expected to accelerate in fiscal year 2027.
- Over the past decade, FranklinCovey generated approximately $250 million in free cash flow, allocating $185 million (80-83%) to share buybacks. A new $20 million share buyback program was recently announced, expected to be fully utilized by the end of January.
- FranklinCovey's business is largely subscription-based, comprising approximately 85% of total revenue, and the company invests 9.5% to 10% of prior year's revenue annually into content and technology, including recent AI-related product launches.
Nov 20, 2025, 8:40 PM
Franklin Covey Discusses Business Transformation and Financial Outlook
FC
Guidance Update
New Projects/Investments
Share Buyback
- Franklin Covey's business model is primarily subscription-based, with 85% of current revenue derived from its All Access Pass and associated services.
- For fiscal year 2024, the company reported $287 million in revenue and $56 million in adjusted EBITDA.
- In fiscal year 2025, revenue declined to $267 million and adjusted EBITDA fell to $29 million, following a $16 million investment in a go-to-market model transformation and external factors.
- The company anticipates a meaningful increase in invoiced amounts and deferred revenue in the current fiscal year (FY2026), with reported revenue growth expected to accelerate in fiscal 2027.
- Franklin Covey recently announced a new $20 million share buyback program, expected to be fully utilized by the end of January.
Nov 20, 2025, 8:40 PM
Franklin Covey Discusses Strategic Sales Transformation and Financial Outlook
FC
New Projects/Investments
Guidance Update
Share Buyback
- Franklin Covey (FC) operates a professional development business, with 85% of its revenue derived from a subscription model (All Access Pass) and professional services, alongside an education division.
- In fiscal 2025, the company experienced a decline in revenue to $267 million and adjusted EBITDA to $29 million, down from $287 million and $56 million in fiscal 2024. This was primarily due to a $16 million investment in a sales go-to-market model transformation and external factors.
- Management anticipates a meaningful increase in invoiced amounts for the current fiscal year (FY2026), with reported revenue and EBITDA growth expected to accelerate significantly in fiscal 2027 as deferred revenue is recognized.
- The company has a history of strong free cash flow generation, with approximately $250 million over the last 10 years, and has allocated 80-83% of this (around $185 million) to share buybacks, with a new $20 million program recently announced.
Nov 20, 2025, 8:40 PM
FranklinCovey Reports Q4 and Full-Year 2025 Results, Provides Fiscal 2026 Guidance
FC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- FranklinCovey reported fiscal year 2025 total revenue of $267.1 million, a 7% decrease from the prior year, with the enterprise division down 10% and the education division up 1%.
- For fiscal year 2026, the company anticipates revenue in the range of $265-$275 million and adjusted EBITDA between $28-$33 million, with both expected to be weighted towards the back half of the year.
- Despite fiscal 2025 being a period of transition and macroeconomic headwinds, the company expects a return to growth in fiscal 2026, driven by strong Q1 momentum in enterprise North America and a strong year for the education business, with strong invoice growth expected to lead to meaningful top-line growth in fiscal 2027.
- The company maintained strong liquidity of over $94 million at the end of Q4 2025 and repurchased approximately 791,000 shares for $20.4 million in fiscal 2025, with a new $50 million share repurchase plan approved.
Nov 5, 2025, 10:00 PM
Quarterly earnings call transcripts for FRANKLIN COVEY.
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