FRANKLIN COVEY CO — Form 8-K
Filed July 1, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Franklin Covey reported Q3 FY2026 revenue of $67.8M (up 1% YoY), net income of $3.1M vs. prior loss, and Adjusted EBITDA of $8.3M (up 14%). However, the company revised full-year FY2026 revenue guidance down from $265-275M to $260-267M, citing timing delays on a large Enterprise North America contract, a state education budget cut affecting a major contract, and geopolitical headwinds on international business. Deferred revenue grew 7% to $96.0M; Enterprise North America invoiced amounts grew 4% YoY.
Why this rating
Guidance cut of ~$5-8M mid-range (~1.9% of revised guidance) signals execution risk; offset by strength in deferred revenue, profitability, and 3 consecutive quarters of invoiced growth in core segment.
Extracted items
- 2.02 results / earnings
- 7.01 Reg FD disclosure
- 9.01 exhibits
View original filing on SEC.gov ↗
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