KFYKORN FERRY
Services-Employment Agencies
- Revenue
- $2.9B
- 6.4% YoY
- Operating margin
- 12.8%
- 1.7% YoY
- EBITDA
- $474M
- 11% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -1.7×
- −$801M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear147% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear53% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear25% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.6B | $2.9B | $2.8B | $2.8B | $2.9B | 6.4% |
| Operating income | $470M | $316M | $213M | $346M | $375M | 8.2% |
| Net income | $331M | $213M | $173M | $251M | $281M | 12% |
| Operating cash flow | $502M | $344M | $284M | $364M | $414M | 14% |
| Capex | $49M | $70M | $55M | $62M | $90M | 44% |
| Stock-based comp | $29M | $36M | $40M | $48M | $48M | 0.6% |
| Buybacks | $96M | $95M | $53M | $89M | $116M | 30% |
| Dividends | $27M | $33M | $54M | $84M | $105M | 25% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $278K · 1
- Net
- −$278K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $16M | $20M | 107 | 73 |
| FY2025 | $15M | $17M | 96 | 103 |
| FY2024 | $12M | $21M | 93 | 108 |
| FY2023 | $12M | $5M | 72 | 94 |
| FY2022 | $10M | $7M | 91 | 99 |