Every material Form 8-K FTI Consulting filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
FTI Consulting reported record third-quarter 2026 revenues of $1.013 billion, driven by growth across all five business segments, while net income declined due to a $46.0 million special charge for restructuring. The company reaffirmed its full-year 2026 revenue guidance between $3.940 billion and $4.100 billion while raising its adjusted EPS guidance range to between $9.50 and $10.00. Shareholders also saw share repurchases of 523,588 shares for $79.4 million during the quarter.
Q3 2026 revenues reached a record $1.013 billion, a 5.9% increase compared to $956.2 million in the prior year quarter.
Net income for the quarter was $63.4 million, down from $82.8 million in the prior year quarter, impacted by a $46.0 million special charge.
The company raised its full-year 2026 Adjusted EPS guidance range to between $9.50 and $10.00.
During the quarter, the company repurchased 523,588 shares of common stock at an average price of $151.55 per share for a total cost of $79.4 million.
FTI Consulting reported record second-quarter 2026 revenue of $993.5 million, up 5.3% from $943.7 million a year earlier, but net income fell to $57.8 million from $71.7 million and diluted EPS fell to $1.99 from $2.13. The company lowered its full-year 2026 EPS guidance to $8.70-$9.30 from $8.90-$9.60 while reaffirming its revenue guidance, so shareholders face lower expected per-share earnings even as sales grow.
Q2 2026 revenue $993.5 million, up 5.3%; net income $57.8 million vs. $71.7 million in Q2 2025
Diluted EPS $1.99 vs. $2.13; Adjusted EPS $2.16 vs. $2.13, excluding $6.6 million of Extraordinary Litigation-Related Expenses
Full-year 2026 EPS guidance cut to $8.70-$9.30 from $8.90-$9.60; Adjusted EPS guidance $9.10-$9.70; revenue guidance reaffirmed at $3.940-$4.100 billion
Repurchased 2,591,133 shares for $390.9 million in Q2; about $344.0 million remained under the buyback program at June 30, 2026
On June 30, 2026, FTI Consulting entered into a Third Amendment and Restatement Agreement with a lender syndicate led by Bank of America, N.A. The revolving credit facility rises from $900.0 million to $1.5 billion, and its maturity moves from November 21, 2027 to June 30, 2031. The company says the changes give it more financial flexibility and better ratings-based pricing, which may matter to shareholders as added borrowing capacity and longer debt maturities.
Revolving facility increased from $900.0 million to $1.5 billion; obligations are unsecured and guaranteed by certain material wholly-owned domestic subsidiaries.
Maturity extended from November 21, 2027 to June 30, 2031.
Incremental facilities of up to the greater of $500.0 million and 100% of consolidated EBITDA are permitted, subject to a net leverage ratio of no more than 4.00 to 1.00.
The existing $300.0 million term loan, due March 17, 2029, remains outstanding under the new agreement.
FTI Consulting reported first-quarter 2026 revenue of $983.3 million, up 9.5% from a year earlier, and diluted EPS of $1.90 compared with $1.74. Net income fell to $57.6 million from $61.8 million, and Adjusted EBITDA dropped to $96.8 million from $115.2 million, as higher direct costs, SG&A expenses, interest expense and a higher tax rate outweighed the revenue gain.
Revenue was $983.3 million, up $85.1 million or 9.5% from $898.3 million in the prior-year quarter.
Net income was $57.6 million versus $61.8 million; diluted EPS was $1.90 versus $1.74, which included a $0.55 special charge in the prior year.
Adjusted EBITDA was $96.8 million, or 9.8% of revenues, versus $115.2 million, or 12.8%, a year earlier.
The company reaffirmed full-year 2026 revenue guidance of $3.940 billion to $4.100 billion and EPS guidance of $8.90 to $9.60.
FTI Consulting entered into an incremental amendment to its existing credit agreement on March 17, 2026, providing a $300 million term loan. The company may use the proceeds for general corporate purposes, and the loan matures on March 17, 2029.
Incremental Term Loan of $300 million under the Second Amended and Restated Credit Agreement dated November 21, 2022
Interest at SOFR plus a 0.10% credit spread adjustment, or base rate, plus a margin tied to consolidated total net leverage ratio
Loan matures March 17, 2029; Bank of America, N.A. is administrative agent
FTI Consulting's board elected Eun Angela Nam as Chief Financial Officer, with her start date expected on or about May 1, 2026. She will oversee all finance functions and the information technology function, succeeding interim CFO Paul Linton, who returns to his prior role as Chief Strategy and Transformation Officer.
Nam was elected by the board on March 6, 2026; her employment start date is expected on or about May 1, 2026.
Offer letter sets an initial base salary of $700,000, an annual bonus target of $950,000 and an expected long-term incentive target of $950,000.
Nam will receive a one-time restricted stock award valued at $3,000,000 on the grant date, vesting equally over four years.
Nam previously served as CFO and Chief Accounting Officer of FTAI Aviation Ltd.
FTI Consulting reported record fourth-quarter 2025 revenue of $990.7 million, up 10.7%, and full-year revenue of $3.789 billion, up 2.4%. Fourth-quarter EPS rose to $1.78 from $1.38 despite a $0.38 per-share charge for a valuation allowance on prior-year foreign deferred tax assets, and the company introduced 2026 guidance of $3.940 billion to $4.100 billion in revenue and $8.90 to $9.60 in EPS.
Q4 2025 revenue of $990.7 million, up from $894.9 million; diluted EPS of $1.78 versus $1.38 a year earlier
Full-year 2025 diluted EPS of $8.24 versus $7.81; full-year net income of $270.9 million versus $280.1 million
2026 guidance: revenue of $3.940 billion to $4.100 billion and EPS of $8.90 to $9.60
Repurchased $858.6 million of common stock in 2025; about $491.8 million remained under the buyback program at December 31, 2025
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