Build an Inve Case for FC → Read the full call → US$ mn · quarterly
Franklin Covey (FC) earnings
Franklin Covey earnings: last reported Wed, 1 Jul 2026, for the quarter ended May 2026.
Franklin Covey earnings callsFranklin Covey earnings calls (FC)
Latest concall · Q2 2026 · call held call held 01 Jul 2026
Franklin Covey Q3 FY26 — Enterprise North America momentum builds FY27 foundation as guidance trims on timing shifts
What went well
- Consolidated subscription & committed services invoiced amounts grew 17% to $37M (Enterprise +18% to $27.8M), building on 12% first-half growth
- Consolidated deferred revenue up 7% YoY to $96M; Enterprise North America billed deferred revenue up 18% to $58M — a forward-revenue foundation
- Adjusted EBITDA up 14% ($1M) to $8.3M and net income of $3.1M vs a $1.4M net loss a year ago
What to watch
- FY26 revenue guidance cut to $260M-$267M on three ~$2M timing items
- Southeastern statewide Leader in Me funding frozen by last-minute gubernatorial budget cut: ~$2M invoiced / $1M net revenue / $1M adjusted EBITDA hit in Q3; full-year ~$6M invoiced / $2M net revenue / $2M adjusted EBITDA impact
Performance −13.3% 1Y
1Y: $19.73 on 29 Sept 2025 → $17.1. High $25.55 (29 Jun 2026), low $11.54 (13 Mar 2026).
Quarterly results
Q2 FY26: revenue up 1.0%, net profit up 318.9% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 84 | 69 | 60 | 67 | 71 −15% | 64 −7% | 60 +0% | 68 +1% |
| EBITDA | 18 | 1 | -1 | -2 | 8 −56% | -4 −348% | -2 −37% | 4 +290% |
| Net profit | 12 | 1 | -1 | -1 | 4 −63% | -3 −378% | -2 −84% | 3 +319% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 |
|---|---|---|---|---|---|---|
| Equity capital | $1.35M | $1.35M | $1.35M | $1.35M | $1.35M | $1.35M |
| Reserves | $49.97M | $63.59M | $82.02M | $99.80M | $123.20M | $126.27M |
| Total liabilities | $145.98M | $169.79M | $176.34M | $167.26M | $178.40M | $176.00M |
| Fixed assets | $15.72M | $11.53M | $9.80M | $10.04M | $8.74M | $14.32M |
| Total assets | $205.44M | $249.65M | $259.15M | $245.92M | $261.54M | $242.91M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
46 filings between Oct 20, 2025 and Sep 2, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$102.8K
1 sale by 1 insider
Compensation
not trading decisions- 19
- Award — granted as compensation
- 22
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Covey Michael Sean Merrill | — | $102.8K | Nov 10, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Dom Colleen D EVP Operations | Tax withheld | 535 | $10.9K |
| Sep 2, 2026 | Hatch Anthony Derek CAO, Controller and Treasurer | Tax withheld | 306 | $6.2K |
| Sep 2, 2026 | Walker Paul S CEO | Tax withheld | 4,344 | $88.4K |
| Sep 2, 2026 | Covey Michael Sean Merrill President Education Division | Tax withheld | 589 | $12.0K |
| Jul 13, 2026 | Dom Colleen D COO | Gift | 1,999 | $0 |
| Jun 3, 2026 | Procter Holly President, Enterprise Division | Tax withheld | 989 | $23.0K |
| Jun 3, 2026 | Procter Holly President, Enterprise Division | Award | 3,385 | $0 |
| Apr 7, 2026 | WHITMAN ROBERT A Director | Gift | 26,258 | $0 |
| Jan 29, 2026 | WHITMAN ROBERT A Director | Gift | 4,834 | $0 |
| Jan 23, 2026 | MCNAMARA DONALD J Director | Award | 5,778 | $0 |
| Jan 23, 2026 | VAN BEVER DEREK C M Director | Award | 5,778 | $0 |
| Jan 23, 2026 | RIVERA EFRAIN Director | Award | 5,778 | $0 |
| Jan 23, 2026 | WHITMAN ROBERT A Director | Award | 5,778 | $0 |
| Jan 23, 2026 | Cuffie Craig Director | Award | 5,778 | $0 |
| Jan 23, 2026 | Chow Anne H Director | Award | 5,778 | $0 |
| Jan 23, 2026 | Phillips Nancy R Director | Award | 5,778 | $0 |
| Nov 21, 2025 | Dom Colleen D COO | Award | 3,014 | $0 |
| Nov 21, 2025 | Covey Michael Sean Merrill President, Education Division | Award | 3,315 | $0 |
| Nov 21, 2025 | Covey Michael Sean Merrill President, Education Division | Tax withheld | 1,466 | $22.2K |
| Nov 21, 2025 | Covey Michael Sean Merrill President, Education Division | Tax withheld | 517 | $10.1K |
| Nov 21, 2025 | Dom Colleen D COO | Tax withheld | 1,333 | $20.2K |
| Nov 21, 2025 | Dom Colleen D COO | Tax withheld | 470 | $9.2K |
| Nov 21, 2025 | Hatch Anthony Derek Chief Accounting Officer | Award | 1,357 | $0 |
| Nov 21, 2025 | Hatch Anthony Derek Chief Accounting Officer | Tax withheld | 600 | $9.1K |
| Nov 21, 2025 | Hatch Anthony Derek Chief Accounting Officer | Tax withheld | 212 | $4.1K |
| Nov 21, 2025 | Procter Holly President, Enterprise Division | Tax withheld | 131 | $2.6K |
| Nov 21, 2025 | Walker Paul S CEO, Director | Award | 11,299 | $0 |
| Nov 21, 2025 | Walker Paul S CEO, Director | Tax withheld | 4,995 | $75.6K |
| Nov 21, 2025 | Walker Paul S CEO, Director | Award | 8,286 | $0 |
| Nov 21, 2025 | Walker Paul S CEO, Director | Tax withheld | 3,663 | $55.4K |
| Nov 21, 2025 | Walker Paul S CEO, Director | Tax withheld | 1,762 | $34.5K |
| Nov 21, 2025 | Walker Paul S CEO, Director | Tax withheld | 1,292 | $25.3K |
| Nov 13, 2025 | Procter Holly President, Enterprise Division | Award | 7,298 | $0 |
| Nov 13, 2025 | Dom Colleen D COO | Award | 5,108 | $0 |
| Nov 13, 2025 | Betjemann Jessica CFO | Award | 12,406 | $0 |
| Nov 13, 2025 | Walker Paul S CEO, Director | Award | 23,716 | $0 |
| Nov 13, 2025 | Covey Michael Sean Merrill President, Education Division | Award | 6,568 | $0 |
| Nov 13, 2025 | Hatch Anthony Derek Chief Accounting Officer | Award | 2,044 | $0 |
| Nov 11, 2025 | Dom Colleen D COO | Gift | 2,600 | $0 |
| Nov 10, 2025 | Covey Michael Sean Merrill President, Education Division | Sale | 7,000 | $102.8K |
| Oct 20, 2025 | Procter Holly President, Enterprise Division | Tax withheld | 131 | $2.3K |
| Oct 20, 2025 | Betjemann Jessica CFO | Tax withheld | 287 | $5.1K |
| Oct 20, 2025 | Walker Paul S CEO, Director | Tax withheld | 1,461 | $25.8K |
| Oct 20, 2025 | Covey Michael Sean Merrill President, Education Division | Tax withheld | 208 | $3.7K |
| Oct 20, 2025 | Dom Colleen D COO | Tax withheld | 149 | $2.6K |
| Oct 20, 2025 | Hatch Anthony Derek Chief Accounting Officer | Tax withheld | 126 | $2.2K |
| Jul 11, 2025 | Procter Holly President, Enterprise Division | Award | 1,343 | $0 |
| Jul 11, 2025 | Hatch Anthony Derek Chief Accounting Officer | Award | 855 | $0 |
| Jul 11, 2025 | Betjemann Jessica CFO | Award | 2,936 | $0 |
| Jul 11, 2025 | Walker Paul S CEO, Director | Award | 9,914 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.