FRANKLIN COVEY CO — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Franklin Covey reported FY2026 revenue of $261.5M (down 2.1% YoY, within guidance), with net income of $4.9M ($0.42/diluted share). Enterprise North America invoiced amounts increased 4% to $151.4M, and deferred revenue rose 17% to $59.2M. Q4 Adjusted EBITDA increased 9% to $12.8M. The company repurchased 1.573M shares for $28.1M during FY2026. China operations transitioning to licensee model by Q2 FY2027, reducing revenue by ~$2M. FY2027 guidance: revenue $263–273M, Adjusted EBITDA $29–34M.
Why this rating
Flat revenue with offsetting strong deferred revenue growth and margin improvement signals stabilization; moderate relative to ~$350M market cap. Share buyback and China transition are modest strategic moves.
See more from November 4, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.