FranklinCovey FY 2026: Revenue $261.46M, EPS $0.42 — 10-K Summary
FranklinCovey reported FY 2026 revenue of $261.46M, down 2% YoY, while net income rose 60.5% to $4.92M. Education revenue increased 2% due to subscriptions, while Enterprise revenue fell 3%. Lower operating expenses and tax rates supported earnings growth, with EPS at $0.42.
How this was made
The 30-second read
Why it matters
The FY 2026 results highlight a shift toward subscription revenue in Education, offset by a decline in Enterprise deferred revenue, suggesting a transition in the business model.
Market read
The earnings release offers modest trading relevance for FC, with mixed signals that may cause short‑term price movement.
What to watch
The 10% subscription growth in Education may signal longer‑term tailwinds despite short‑term revenue pressure.
Background
FranklinCovey is a provider of training and consulting services, known for its "Leader in Me" program and subscription‑based education offerings.
Ticker impact
FranklinCovey reported FY 2026 revenue of $261.46M, down 2%, and EPS of $0.42, up from $0.2475, in its 10‑K filing.
likely slight pressure as the market prices in the revenue decline despite EPS growth
The primary disclosure of FY results is new information; the revenue decline is a negative catalyst, while the EPS increase is a positive offset, leading to modest net impact.
Market effects
Provides a data point for the education and enterprise training sector, showing modest growth in subscription revenue.
Limited to U.S. investors tracking small‑cap education services.
Low; the company is a niche player with minimal global footprint.
Counterpoint
Investors could view the EPS beat as a sign of operational leverage and consider buying on the dip.
Key entities
- CompanyFranklinCovey
Provider of training and consulting services; ticker FC.
