Franklin Covey Co (NYSE:FC)

Q4 2025 Franklin Covey Co Earnings Call Transcript

Nov 5, 2025 / 10:00 PM GMT

Release Date Price: $17.68 (+5.11%)

Transcript 10-K8-K

Key Points

Positve

Franklin Covey Co (FC) reported that their fiscal '25 full year revenue and adjusted EBITDA results were in line with expectations, indicating effective financial management.
The company is experiencing strong momentum in the Enterprise North America segment, with significant growth in invoiced amounts and new logo sales.
There is a positive outlook for fiscal '26, with expectations of meaningful growth in invoiced amounts and a return to growth in reported revenue.
The education division showed resilience with a 13% increase in deferred revenue and a high school retention rate of 84%, setting a strong foundation for future growth.
Franklin Covey Co (FC) is leveraging AI to enhance their offerings, providing real-time coaching and feedback, which is expected to drive better client outcomes and operational efficiency.

Negative

Fiscal '25 saw a 7% decline in total revenue, primarily due to a 10% decrease in the enterprise division, impacted by macroeconomic factors and government contract cancellations.
The company faced increased operating expenses, with SG&A rising to $174.8 million from $165.8 million the previous year, due to investments in sales and marketing.
Gross margins decreased to 76.2% from 77% in the prior year, affected by increased product amortization costs and lower sales in international direct offices.
Cash flow from operating activities dropped significantly to $29 million from $60.3 million the previous year, impacted by lower revenues and increased spending.
The international direct operations segment reported a loss of $0.4 million, down from a positive $3.4 million the previous year, due to decreased revenue and inability to absorb cost allocations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FC.N - Franklin Covey Co
Q4 2025 Franklin Covey Co Earnings Call
Nov 05, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the 4th quarter 2025 Franklin Covey earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Lloyd Roberts, head of investor relations. Please go ahead.

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Unidentified_2

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