FTI Consulting (FCN) Investor presentation summary

Company overview and global reach

• Independent global business advisory firm with $4.5B equity market capitalization and 8,100+ employees across 84 cities in 32 countries as of mid-2026.

• Advises 99 of the world’s top 100 law firms and 95 of the Fortune Global 100 corporations.

• Operates through five segments: Corporate Finance, Forensic and Litigation Consulting, Economic Consulting, Technology, and Strategic Communications.

Investment thesis and strategy

• Focuses on organic, profitable revenue growth and sustainable underlying growth regardless of economic conditions.

• Willing to reinvest EBITDA in key growth areas and maintains a healthy balance sheet with strong cash flows.

• Targets sustained double-digit year-over-year adjusted EPS growth.

Segment performance and financial highlights

• Q2 2026 revenues: Corporate Finance $411.4M (+8.5% YoY), Forensic and Litigation Consulting $194.3M (+4.1% YoY), Economic Consulting $188.8M (-1.5% YoY), Technology $99.0M (+18.4% YoY), Strategic Communications $100.0M (-2.6% YoY).

• Q2 2026 Adjusted Segment EBITDA: Corporate Finance $85.96M, Forensic and Litigation Consulting $31.35M, Economic Consulting $8.80M, Technology $9.05M, Strategic Communications $18.50M.

• FY 2026 revenue guidance: $4.1B; Q2 2026 net income $57.8M; Q2 2026 adjusted EBITDA $104.5M.