Pulling SEC filings + quote and writing the call…

FTI CONSULTING, INC
Next earnings Jul 22, 2026 · consensus $2.28 EPS, $1.01B rev
Last earnings -3.1% on 2026-05-01
Reasonably priced consulting franchise, but FY25 cash conversion collapsed while management bought back $859M above today's price.
Sources: SEC EDGAR (CIK 0000887936, latest 10-Q filed 2026-04-30) · analysis by claude-code · as of 6/25/2026, 12:52:07 PM.
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FTI is a high-quality, multi-segment expert-services franchise (Corporate Finance, FLC, Economic Consulting, Compass Lexecon, Technology, Strategic Communications) with a long record of profitable growth — revenue compounded from $2.78B in FY2021 to $3.79B in FY2025 and net income from $235M to $271M. At $144.35 the stock trades at 17.5x FY25 diluted EPS of $8.24 and just 1.2x sales, which is undemanding for a counter-cyclical professional-services firm with 15.6% ROE and a 1.01x liabilities/equity balance sheet.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.78B | $3.03B | $3.49B | $3.70B | $3.79B |
| Gross profit | — | $963M | $1.14B | $1.18B | $1.22B |
| Operating income | $312M | $304M | $378M | $347M | $389M |
| Net income | $235M | $236M | $275M | $280M | $271M |
| Diluted EPS | $6.65 | $6.58 | $7.71 | $7.81 | $8.24 |
| Net margin | 8.5% | 7.8% | 7.9% | 7.6% | 7.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Annual meeting vote results disclosed; routine governance with no policy changes
Q1 2026 earnings release furnished alongside 10-Q; results in line with guidance
Q1 2026 10-Q filed; continuing operations after major 2025 buyback drained cash
2026 proxy: director slate, exec comp, auditor ratification put to shareholders
Entered new credit facility/material agreement, adding direct financial obligation
Officer/director change announced; leadership transition with no strategy shift
FY2025 earnings release: rev +2.4%, EPS +5.5% on buybacks, net income -3.3%
FY25 10-K: rev $3.79B, op income +12%, but OCF -62% and equity -23% on $859M buyback
Officer/director change disclosed late 2025; transition with limited shareholder impact
1047 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-06-04 | Boglioli Elsy Lisa Director | Tax | 138.00 @ $156.10 | $21.5K |
| 2026-06-04 | Costamagna Claudio Director | Tax | 207.00 @ $156.10 | $32.3K |
| 2026-06-03 | Zelenka Janet Director | Award | 1.62K | |
| 2026-06-03 | Steigerwalt Eric T Director | Award | 1.62K | |
| 2026-06-03 | Robinson Stephen C Director | Award | 1.62K | |
| 2026-06-03 | Boglioli Elsy Lisa Director | Award | 1.62K | |
| 2026-06-03 | Seeger Laureen Director | Award | 1.62K | |
| 2026-06-03 | Seeger Laureen Director | Award | 371.00 | |
| 2026-06-03 | FANANDAKIS NICHOLAS C Director | Award | 1.62K |