Core Insights - FTI Consulting, Inc. (FCN) shares have increased by 4.3% over the past month, outperforming the industry growth of 3.3% [1] - Earnings for 2025 and 2026 are projected to grow by 5.5% and 9.1%, respectively [1] Group 1: Company Performance - FCN's diverse consulting services span Corporate Finance and Restructuring, Economic consulting, Forensic and Litigation consulting, Technology consulting, and Strategic Communications, contributing to its broad revenue streams [2] - The company has a skilled and diverse workforce that enhances its service quality and investor appeal, supported by strategic investments in employee development and competitive compensation [3] - FCN has consistently engaged in share buybacks, repurchasing shares worth $46.1 million in 2021, $85.4 million in 2022, $21 million in 2023, and $10.2 million in 2024, which boosts shareholder value [4] Group 2: Financial Health - FCN reported a current ratio of 1.85 in Q3 2025, surpassing the industry average of 1.19, indicating strong liquidity to meet short-term obligations [5] - The company does not currently pay cash dividends, which may deter dividend-seeking investors [6] Group 3: Market Position - FCN holds a Zacks Rank of 3 (Hold), while competitors Information Services Group (III) and Charles River Associates (CRAI) have better rankings of 2 (Buy) [7][8] - Information Services Group has a long-term earnings growth expectation of 18.5% and a trailing four-quarter earnings surprise of 15.9% on average [7] - Charles River Associates has a long-term earnings growth expectation of 16% with a trailing four-quarter earnings surprise of 15% on average [8]

Core Insights - FTI Consulting has appointed Jason Smolanoff as a Senior Managing Director in its Cybersecurity practice, enhancing its capabilities in cyber risk management [1][2]. Company Overview - FTI Consulting is a leading global expert firm specializing in crisis and transformation, with over 8,100 employees across 32 countries as of September 30, 2025 [5]. - The company generated $3.70 billion in revenues during fiscal year 2024 [5]. Industry Context - The cybersecurity threat landscape is becoming increasingly sophisticated, leading to higher demand for tailored risk management and investigative expertise from clients [3]. - FTI Consulting aims to address the full spectrum of cyber risk management needs, including program assessments, incident response, and complex investigations [2][3]. Leadership Background - Jason Smolanoff has over 25 years of experience in information security, previously leading the Cyber Risk practice at Kroll and serving as a Senior Advisor [2][3]. - His prior roles include being the CEO and founder of CISO Advisory & Investigations and a Supervisory Special Agent at the FBI, overseeing cyber national security investigations [4].

Core Insights - FTI Consulting has expanded its transactions, shareholder activism, and issues management capabilities with the appointments of Dan Scorpio and Heather Wilson as Senior Managing Directors in the Strategic Communications segment [1][2] Group 1: Appointments and Expertise - Dan Scorpio brings over a decade of experience in leading high-profile M&A and reputational engagements for Fortune 500 companies and private equity, advising on M&A transactions and shareholder activism defense [2][3] - Heather Wilson has deep expertise in transactions and crisis management, having worked with various organizations including IBM and HP, and will enhance FTI's presence on the West Coast [4][5] Group 2: Strategic Importance - The addition of Scorpio and Wilson is seen as a significant milestone for FTI's transaction and event-driven communications, aimed at helping clients navigate complex stakeholder risks [2][6] - FTI Consulting's integrated transaction communications offering is designed to support clients in achieving deal success by addressing investor support, political risk, and integration challenges [6] Group 3: Company Overview - FTI Consulting is a leading global expert firm with over 8,100 employees in 32 countries, generating $3.70 billion in revenues during fiscal year 2024 [8]

Core Insights - FTI Consulting has appointed Joshua Baca as a Senior Managing Director in its Strategic Communications segment, bringing over 20 years of experience in government, business, and reputation management [1][2]. Company Overview - FTI Consulting, Inc. is a global expert firm specializing in crisis and transformation, with over 8,100 employees across 32 countries and territories as of September 30, 2025 [5]. - The company generated $3.70 billion in revenues during the fiscal year 2024 [5]. Appointment Details - Joshua Baca will focus on stakeholder engagement and advocacy campaigns to assist client organizations in managing change, mitigating risk, and advancing business opportunities [2]. - Baca has a strong background in strategic communications, having previously founded and served as CEO of Resilient Partners, and held significant roles in the American Chemistry Council and the American Beverage Association [3]. Strategic Importance - The addition of Baca is expected to enhance FTI Consulting's advisory platform, particularly for global businesses in highly regulated industries facing complex policy and economic environments [3]. - Baca expressed enthusiasm about joining FTI Consulting, highlighting the firm's capabilities in addressing regulatory issues and strategic opportunities [4].

Core Insights - FTI Consulting is enhancing its Forensic and Litigation Consulting segment in Asia with the appointment of Mavis Tan as Senior Managing Director, indicating a strategic investment in this area [1][5]. Group 1: Appointment and Expertise - Mavis Tan specializes in forensic accounting, dispute support, and investigations, bringing over 20 years of experience in the field [2][3]. - She previously led the forensic services practice for Greater China and North Asia at Control Risks, showcasing her leadership in high-profile investigations [2][3]. - Tan's expertise includes addressing allegations of accounting improprieties, conflicts of interest, and misappropriation of assets, which are critical areas for clients facing financial disputes [2][3]. Group 2: Strategic Importance and Growth - The addition of Tan is part of FTI Consulting's broader strategy to strengthen its leadership position in the investigations market in Asia, enhancing its global capabilities [3][5]. - FTI Consulting has recently expanded its team in Asia by adding other experts, such as Rosie Hawes, Andrew Macintosh, and Martin Tupila, indicating a commitment to multidisciplinary expertise in forensic accounting and investigations [5][6]. - The firm employs a diverse team of forensic accountants, financial experts, and data analysts to support legal teams and act as independent investigators, which enhances its service offerings [6]. Group 3: Company Overview - FTI Consulting is a leading global expert firm with over 8,100 employees across 32 countries, generating $3.70 billion in revenues during fiscal year 2024 [7].

Core Insights - FTI Consulting is enhancing its Forensic and Litigation Consulting segment in Asia with the appointment of Mavis Tan as Senior Managing Director [1][2] Group 1: Appointment and Expertise - Mavis Tan specializes in forensic accounting, dispute support, and investigations, and she has over 20 years of experience in the field [2][3] - Tan previously led the forensic services practice for Greater China and North Asia at Control Risks before rejoining FTI Consulting [2][3] - Her role will involve addressing allegations of accounting improprieties, conflicts of interest, misappropriation of assets, and regulatory circumvention [2][3] Group 2: Strategic Importance - The addition of Tan is part of FTI Consulting's strategy to strengthen its leadership in the investigations market in Asia and enhance global capabilities [3][5] - The firm has recently expanded its team in Asia with other notable hires, including Rosie Hawes, Andrew Macintosh, and Martin Tupila in Singapore [5] Group 3: Company Overview - FTI Consulting is a leading global expert firm with over 8,100 employees across 32 countries, generating $3.70 billion in revenues during fiscal year 2024 [7]

Core Insights - FTI Consulting Inc. (NYSE: FCN) reported a record performance in Q3 2025, primarily driven by its Corporate Finance & Restructuring segment [1] Financial Performance - The quarter marked a record across several metrics, indicating strong growth and operational efficiency [1] Segment Analysis - The Corporate Finance & Restructuring segment played a significant role in the overall performance, suggesting a robust demand for these services in the current market environment [1]

Core Viewpoint - The consulting services industry is experiencing a positive demand environment driven by economic strength, encouraging service activities, and the success of remote work trends, making stocks like FTI Consulting, Exponent, and CBIZ attractive for investors [1][2]. Industry Overview - The consulting services industry encompasses companies providing professional advice in various fields such as management, IT, human resources, and marketing, serving multiple end markets [3]. - The industry is focusing on enhancing operational efficiency through technology, digital transformation, and data-driven decision-making to capitalize on post-pandemic economic recovery opportunities [4]. Growth Drivers - The consulting services industry has seen exponential growth since the 2008 financial crisis, supported by digital transformation and innovation, leading to stable revenues and profits [5]. - The sector benefits from a resilient economy, with GDP growth of 3.8% in Q2 2025, and strong non-manufacturing activities, as indicated by the Services PMI remaining above 50% [6]. Demand Environment - The consulting services industry has remained relatively unaffected by global uncertainties, with organizations seeking guidance to safeguard their workforce and strengthen consumer and shareholder relationships [7]. - The industry's early adoption of remote collaboration has allowed it to operate efficiently, leveraging AI-driven insights and digital platforms [7]. Industry Ranking - The consulting services industry holds a Zacks Industry Rank of 80, placing it in the top 33% of 243 Zacks industries, indicating solid near-term growth prospects [8][9]. Market Performance - Over the past year, the consulting services industry has underperformed the S&P 500, declining 27% compared to the S&P 500's gain of 18% [11]. - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 19.76X, which is below the S&P 500's 23.3X and the sector's 20.56X [12]. Company Highlights - **FTI Consulting**: The company generated nearly 36% of its revenues from international operations in 2024, with a compound annual growth rate of 8.5% from 2020 to 2024. The Zacks Consensus Estimate for 2025 EPS has increased by 4.3% to $8.43 [13][14]. - **Exponent**: Positioned to benefit from technological innovation, Exponent has seen year-over-year growth in dispute-related activities and is focusing on areas with substantial growth potential, such as digital health and AI usability. The Zacks Consensus Estimate for 2025 EPS has increased by 4.6% to $2.06 [15][16][17]. - **CBIZ**: As a major provider of financial, insurance, and advisory services, CBIZ is entering a growth phase supported by strategic expansion and the integration of Marcum, which is expected to enhance service offerings. The Zacks Consensus Estimate for 2025 EPS has increased marginally to $3.62 [17][18][19].

Core Insights - FTI Consulting, Inc. announced the affiliation of Dr. Xi Chen with its subsidiary Compass Lexecon, enhancing its expertise in digital markets and AI [1][4] Group 1: Dr. Xi Chen's Background and Expertise - Dr. Chen is an award-winning expert in machine learning, AI, quantitative economics, and digital platforms, having collaborated with major companies like Google, Meta, and JPMorganChase [2][5] - His research has been published in top academic journals and he has authored significant works on blockchain and AI [4][5] Group 2: Role at Compass Lexecon - In his new role, Dr. Chen will focus on issues related to digital market competition, online advertising, algorithmic fairness, and the economics of digital assets [3][7] - His appointment is part of Compass Lexecon's strategy to expand its team of antitrust and finance experts, having added 20 academic experts in 2025 [7] Group 3: Company Overview - Compass Lexecon is recognized as a leading economic consulting firm with over 600 professionals in 25 offices globally, specializing in competition, finance, and intellectual property [8] - FTI Consulting, the parent company, generated $3.70 billion in revenues during fiscal year 2024 and employs over 8,100 staff across 32 countries [9]

Core Insights - The collaboration between Penguin Ai and FTI Consulting aims to enhance revenue cycle management (RCM) performance for healthcare providers by integrating AI technology into operational workflows [1][2][5] Group 1: Collaboration Overview - Penguin Ai's AI platform will be integrated into FTI Consulting's RCM transformation efforts, enabling faster throughput, reduced rework, and improved performance [1][2] - The partnership allows FTI Consulting to utilize Penguin Ai's healthcare-specific AI capabilities to accelerate cash flow and improve operational efficiency [2][5] Group 2: Expertise and Impact - FTI Consulting will provide Penguin Ai with access to its extensive knowledge in revenue cycle operations, which will facilitate quicker deployment of AI solutions in real-world settings [3] - The collaboration is expected to enhance FTI's RCM transformation initiatives by incorporating advanced AI capabilities that improve throughput and reduce costs associated with claims denial [4][5] Group 3: Company Background - Penguin Ai focuses on transforming healthcare operations through generative AI technology, aiming to reduce the $1 trillion annual cost of inefficiencies in healthcare administration [6] - FTI Consulting is a global advisory firm with over 8,000 employees, dedicated to helping organizations manage change and resolve complex challenges [8]