FCNYSEServices-Management ServicesUS GAAP · USD

Franklin Covey Company

Franklin Covey Co. is a U.S.-based organizational performance company that sells leadership, productivity, and execution solutions built around behavioral change. Its offerings combine content, consulting, training, and subscription-based access to help enterprises, governments, and schools improve how people lead, collaborate, and execute.

Liikevaihto267milj. USD
−7,0 %v/v
Liikevoitto (EBIT)5,7milj. USD
−82,7 %v/v
EBIT-marginaali2,1%
−9,4 %-yks.v/v
Nettotulos3,1milj. USD
−86,9 %v/v
Vapaa kassavirta20,7milj. USD
−63,4 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

0100200300milj. USD2020: 198 milj. USD2020: EBIT 3,1 milj. USD20202021: 224 milj. USD2021: EBIT 8,1 milj. USD20212022: 263 milj. USD2022: EBIT 24 milj. USD20222023: 281 milj. USD2023: EBIT 26 milj. USD20232024: 287 milj. USD2024: EBIT 33 milj. USD20242025: 267 milj. USD2025: EBIT 5,7 milj. USD20252675,7
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Subscription solutions55 %

Recurring access to FranklinCovey content, tools, and web-based functionality, including All Access Pass and membership offerings.

Education solutions20 %

School-focused programs and memberships, especially Leader in Me for K-12 and higher education customers.

Consulting and coaching15 %

Advisory, coaching, and facilitation services that help clients implement behavior change and execution discipline.

Materials and content sales5 %

Books, workbooks, and supporting materials sold alongside training and subscription offerings.

International licensee revenue5 %

Training and consulting delivered through independent licensees in markets where the company lacks direct offices.

Asiakkaat

Franklin Covey sells primarily to enterprise leaders, HR and talent executives, government organizations, and educational institutions. It also serves individual learners and smaller organizational buyers, but the business is centered on clients that want measurable improvements in leadership, execution, and culture. The company says no single client or industry group accounts for more than 10% of consolidated revenue.

Enterprise executives

Senior leaders buy integrated leadership and execution solutions to improve strategic outcomes and accountability.

HR and talent leaders

Talent and HR teams buy training, content, and coaching to build leadership capability across the organization.

Education institutions

K-12 and higher education customers buy Leader in Me and related programs to improve student and school culture outcomes.

Government organizations

Public-sector buyers purchase training and consulting, though spending can be affected by budget cycles and procurement delays.

International licensee clients

Organizations in markets served through licensees buy localized training and consulting when FranklinCovey does not operate directly.

Strategia

The company is repositioning itself from a training vendor to a solutions partner focused on measurable organizational outcomes. Management is investing in a new North America go-to-market model, stronger sales execution, and more integrated offerings that combine content, consulting, and technology. It is also prioritizing renewal growth, international recovery, and continued investment in content and technology.

North America go-to-market redesignLyhyt aikaväli

Management expects the new sales structure to improve enterprise penetration and restore growth momentum.

Integrated solutions sellingKeskipitkä aikaväli

Bundling content, consulting, and technology should increase client value and make offerings harder to replace.

International stabilization and recoveryKeskipitkä aikaväli

International revenue is sensitive to macro conditions and China exposure, so recovery depends on regional normalization.

Content and technology investmentKeskipitkä aikaväli

Fresh content and better delivery tools support renewals, pricing power, and competitive differentiation.

Maantiede

Franklin Covey operates globally, with direct offices in North America and several international markets including Australia, Europe, and Asia. North America is the largest disclosed operating region, while international results are more exposed to macroeconomic weakness, foreign exchange, and geopolitical tensions, especially in China. The company also uses a global licensee network to reach countries where it does not have direct offices.

Riskit

Franklin Covey faces demand risk from a competitive training and performance-improvement market, where clients can switch to alternative providers or new AI-enabled delivery models. Its subscription-heavy model also depends on renewals, while international revenue is exposed to macro weakness, government spending cuts, and geopolitical tensions, especially in China. Cybersecurity, data protection, and reputation risk are important because the company handles customer information through internet-based platforms and relies on brand trust.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Renewal and subscription churn risk1Competitive displacement2Geopolitical exposure in China and international markets3Cybersecurity and data privacy incidents4Government spending and procurement delays5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Renewal and subscription churn riskVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A large share of revenue comes from subscription-based offerings that must be renewed regularly.

    Kohdistuu: All Access Pass and Leader in Me memberships

  2. Competitive displacementVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Competitors can offer alternative training, consulting, and digital learning solutions, including AI-enabled formats.

    Kohdistuu: Enterprise and education solutions

  3. Geopolitical exposure in China and international marketsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    International revenue has been affected by geopolitical tensions and regional macro weakness.

    Kohdistuu: China and broader international direct offices

  4. Cybersecurity and data privacy incidentsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company collects and stores customer information on internet-based subscription platforms.

    Kohdistuu: Digital delivery systems and client data

  5. Government spending and procurement delaysVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Canceled or postponed government contracting can reduce North America revenue and delay recognition.

    Kohdistuu: U.S. public-sector and government clients

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition for subscription offerings

Management must determine whether content, web functionality, and services are separate obligations and when to recognize each.

Vaikutus: Can shift revenue timing and deferred revenue balances

Deferred revenue and invoicing patterns

Subscription contracts are typically 12 months or longer, so invoicing and recognition may not align in the same period.

Vaikutus: Affects quarterly comparability and backlog visibility

Content development costs

The company invests in new content and technology, which may be expensed or capitalized depending on accounting treatment.

Vaikutus: Influences operating margin and asset balances

Lease accounting

The company added a leasing arrangement for its new corporate headquarters.

Vaikutus: Affects right-of-use assets, lease liabilities, and occupancy expense

Income tax estimates and contractual obligations

Management cites taxes and other contractual obligations as material cash requirements and estimate areas.

Vaikutus: Can affect effective tax rate, cash flow, and liabilities

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026