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    Resilient Revenue But Lower EPS Guidance Could Be A Game Changer For FTI Consulting (FCN)

    Simply Wall St·08/02/2026 06:16:45
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    • In the past week, FTI Consulting reported second-quarter 2026 results showing year-over-year revenue growth to US$993.46 million but lower net income, and it reaffirmed full-year revenue guidance of US$3.94–4.10 billion while trimming expected 2026 EPS to US$8.70–9.30.
    • The update highlights a growing gap between strong top-line demand and pressured profitability, as higher SG&A costs and geopolitical headwinds weigh on earnings even as the firm continues to invest in senior talent and technology capabilities.
    • Now we’ll examine how resilient revenue guidance alongside lowered EPS expectations might reshape FTI Consulting’s investment narrative for investors.

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    FTI Consulting Investment Narrative Recap

    To own FTI Consulting, you need to believe that complex disputes, regulatory issues and crises will keep driving demand for its high-end advisory work, even as profitability fluctuates. The latest quarter underlines this trade off: management kept a firm revenue outlook at US$3.94–4.10 billion, but lowered 2026 EPS guidance to US$8.70–9.30, which weakens the near term earnings catalyst without fundamentally changing the main risk around margin pressure.

    Among recent announcements, the appointment of e discovery expert Diane Quick as a Senior Managing Director in the Technology segment stands out. It ties directly into FTI’s push to build tech enabled, AI aware services in areas like e discovery and data analytics, which support the revenue story but also highlight the risk that automation could eventually compress pricing in some consulting offerings.

    Yet behind that solid revenue guidance, investors should still be aware of how rising costs and automation could...

    Read the full narrative on FTI Consulting (it's free!)

    FTI Consulting's narrative projects $4.6 billion revenue and $365.1 million earnings by 2029. This requires 6.1% yearly revenue growth and roughly a $98 million earnings increase from $266.7 million today.

    Uncover how FTI Consulting's forecasts yield a $174.50 fair value, a 9% upside to its current price.

    Exploring Other Perspectives

    FCN 1-Year Stock Price Chart
    FCN 1-Year Stock Price Chart

    One member of the Simply Wall St Community currently pegs fair value at US$174.50, showing how individual views can cluster around a single point. You can contrast that with the recent EPS guidance cut, which puts more focus on how resilient revenue can be if profitability keeps coming under pressure, and explore how different investors weigh that trade off.

    Explore another fair value estimate on FTI Consulting - why the stock might be worth just $174.50!

    The Verdict Is Yours

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.