FTI Consulting (FCN) Q2 FY26 earnings call

FTI Consulting delivered record second-quarter revenues, up 5.3% year-over-year, driven by strong performance in Corp Fin and Tech. However, bottom-line results were below expectations due to higher SG&A, including significant litigation expenses, and revenue shortfalls in EMEA markets impacted by geopolitical disruption and case timing. The company reaffirmed its full-year revenue guidance but adjusted EPS downward, while expressing confidence in its expert-driven model, talent acquisition, and the long-term tailwinds from high-stakes client challenges and AI-driven demand.