Earnings Feed

KFY

Industrial

Adjusted diluted earnings per share rose 11% year-over-year to $1.31.
Adjusted EBITDA increased by $9 million or 8% year-over-year to $120 million, with margin expansion of 50 basis points to 17%.
Average bill rates increased 9% in Consulting and 4% in Interim year-over-year.
Consolidated fee revenue grew 5% year-over-year to $709 million, marking the second consecutive quarter of positive growth.
Digital subscription and licensed new business grew 10% year-over-year, contributing 39% of total digital new business.
Executive Search fee revenue grew 8% year-over-year, marking the fifth consecutive quarter of growth.
Marquee & Diamond accounts generated nearly 40% of consolidated fee revenue, growing over 7% year-over-year.
Professional search and interim fee revenue increased 10% year-over-year, with interim up 14%.

ORGN

Industrial

Adjusted EBITDA breakeven expected to shift from 2026 to 2027 due to production delays.
Ended Q2 2025 with $69 million in cash, cash equivalents, and marketable securities.
Held $9 million in land for sale in Geismar, Louisiana, expected to generate additional cash.
Manufacturing output expected to be reduced by approximately 50% in 2026 and 15% in 2027 compared to prior estimates.
Net accounts receivable balance of $17.9 million related to legacy supply chain activation program being wound down in 2025.
Revised 2026 revenue guidance down to $20 million to $30 million from prior $50 million to $70 million due to manufacturing delays.
Revised 2027 revenue guidance to $100 million to $200 million, down from prior $150 million to $210 million.