Fiduciary Management Inc. (FMI) said in its second-quarter 2026 investor letter that FTI Consulting currently offers an attractive valuation for investors [1].
This assessment comes as the consulting firm demonstrates significant growth in the current fiscal year. For investors, the gap between the stock's current price and its intrinsic value suggests a potential opportunity for gains based on fundamental performance.
FTI Consulting, which trades on the New York Stock Exchange under the ticker FCN, reported sales of $983.3 million [3] for the first quarter of calendar year 2026. This figure represents a 9.5% increase year-over-year [3]. The firm has set a target for full-year 2026 revenue of approximately $4.02 billion [3].
FMI based its positive outlook on several factors, including record results from 2025 and the company's guidance for the remainder of 2026 [1]. The investment firm said the current valuation is low relative to the company's earning power, making it a strategic entry point.
The growth in sales during the first quarter suggests a robust demand for the firm's specialized consulting services. FMI's analysis indicates that the market may not yet fully reflect the company's recent financial trajectory or its projected year-end totals [2].
FTI Consulting continues to operate as a major player in the U.S. professional services market, focusing on corporate finance, restructuring, and strategic communications. The alignment of strong quarterly sales and a conservative valuation is what drew FMI's attention in its recent strategy outlook [2].
“FTI Consulting reported Q1 CY2026 sales up 9.5% YoY to $983.3 million.”
The endorsement from Fiduciary Management suggests that FTI Consulting is benefiting from a disconnect between its operational success and its market price. When a firm reports nearly $1 billion in quarterly sales while an institutional investor identifies an 'attractive entry point,' it typically indicates that the company's growth is outstripping the stock's current valuation, potentially signaling a bullish trend for the remainder of 2026.
