v3.26.1
Segment Information
9 Months Ended
May 31, 2026
Segment Information [Abstract]  
Segment Information NOTE 7 – SEGMENT INFORMATION

Segments

Our revenues are primarily comprised of training and consulting services and our internal reporting and operating structure is currently organized around two divisions: the Enterprise Division, which consists of our North America and International segments, and the Education Division, which is comprised of our Education practice. We have determined that our chief operating decision maker (CODM) continues to be the CEO. Beginning with the first quarter of fiscal 2026, our CODM began to manage our business, allocate resources, and evaluate performance based on changes that were made in the Company’s reporting and management structure. Accordingly, we realigned our reportable segments to those shown below.

Our operations consist of three operating and reportable segments as described below:

North America – Our North America segment has a depth of expertise in helping organizations solve problems that require changes in human behavior, including leadership, productivity, execution, trust, and sales performance. We have a variety of principle-based offerings that help build winning and profitable cultures. This segment includes our sales personnel and operations that serve the United States and Canada.
International – Our International segment includes the operations of our international direct offices and international licensees. Our international direct offices provide the same offerings and content in countries outside of North America, which includes Australia, Austria, China, France, Germany, Ireland, Japan, New Zealand, Switzerland, and the United Kingdom. The independently owned international licensees provide our offerings and services in countries where we do not have a directly-owned office. Our licensee network allows us to expand the reach of our services to large multinational organizations as well as smaller organizations in their countries.
Education Practice – Centered around the principles found in the Leader in Me, the Education practice is dedicated to helping educational institutions build a culture that will produce great results. We believe these results are manifested by increases in student performance, improved school culture, decreased disciplinary issues, and increased teacher engagement and parental involvement. This segment includes our domestic and international Education practice operations, including our international education licensees, which are focused on sales to educational institutions such as elementary schools, middle schools, high schools, and colleges and universities.

 

Our reportable segments reflect the structure of the Company’s internal organization and the financial information the CODM regularly reviews to assess Company performance and allocate resources. The CODM reviews the performance of each segment using internal reports which provide variance analysis of actual results by segment compared to budget, forecast, and the prior year. The primary measurement tool used in segment performance analysis is Adjusted EBITDA, which may not be calculated as similarly titled amounts disclosed by other companies. The prior period segment information has been recast to conform with the new reporting segment presentation described above.

Our operations are not capital intensive and we do not own any manufacturing facilities or equipment. Accordingly, we do not allocate assets to the reportable segments for analysis purposes. Interest expense and interest income are primarily generated at the corporate level and are not allocated. Income taxes are likewise calculated and paid on a corporate level (except for entities that operate in foreign jurisdictions) and are not allocated for analysis purposes.

Other segment items in the following tables consist primarily of other normal operating expenses such as computer software subscription expense, advertising and promotion costs, travel and entertainment expenses, and necessary overhead costs such as legal and rent and utilities expense (in thousands).

 

Quarter Ended

 

 

North

 

 

 

 

 

 

 

Education

 

 

 

Segment

 

May 31, 2026

 

 

America

 

 

 

International

 

 

 

Division

 

 

 

Total

 

Net revenue

 

$

 

38,024

 

 

$

 

10,052

 

 

$

 

18,998

 

 

$

 

67,074

 

Cost of revenue

 

 

 

7,811

 

 

 

 

2,436

 

 

 

 

7,062

 

 

 

 

17,309

 

Associate costs

 

 

 

20,003

 

 

 

 

4,593

 

 

 

 

8,588

 

 

 

 

33,184

 

Other segment items

 

 

 

2,462

 

 

 

 

950

 

 

 

 

1,663

 

 

 

 

5,075

 

Segment Adjusted EBITDA

 

$

 

7,748

 

 

$

 

2,073

 

 

$

 

1,685

 

 

 

 

11,506

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

733

 

Less:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unallocated corporate expenses(1)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3,908

 

Stock-based compensation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,497

 

Restructuring costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

696

 

Building exit costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

143

 

Depreciation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,185

 

Amortization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

614

 

   Income from operations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4,196

 

Interest income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24

 

Interest expense

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(54

)

   Income before income taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

4,166

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reconciliation of revenue:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Segment revenues

 

$

 

67,074

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues(2)

 

 

 

733

 

 

 

 

 

 

 

 

 

 

 

 

 

Consolidated revenue

 

$

 

67,807

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Quarter Ended

 

 

North

 

 

 

 

 

 

 

Education

 

 

 

Segment

 

May 31, 2025

 

 

America

 

 

 

International

 

 

 

Division

 

 

 

Total

 

Net revenue

 

$

 

37,054

 

 

$

 

10,212

 

 

$

 

18,640

 

 

$

 

65,906

 

Cost of revenue

 

 

 

6,346

 

 

 

 

2,343

 

 

 

 

6,413

 

 

 

 

15,102

 

Associate costs

 

 

 

21,295

 

 

 

 

5,023

 

 

 

 

8,294

 

 

 

 

34,612

 

Other segment items

 

 

 

3,212

 

 

 

 

1,184

 

 

 

 

1,880

 

 

 

 

6,276

 

Segment Adjusted EBITDA

 

$

 

6,201

 

 

$

 

1,662

 

 

$

 

2,053

 

 

 

 

9,916

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,215

 

Less:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unallocated corporate expenses(1)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3,824

 

Stock-based compensation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2,217

 

Restructuring costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4,739

 

Building exit costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

444

 

Depreciation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,012

 

Amortization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,098

 

   Loss from operations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(2,203

)

Interest income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

211

 

Interest expense

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(135

)

   Loss before income taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

(2,127

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reconciliation of revenue:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Segment revenues

 

$

 

65,906

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues(2)

 

 

 

1,215

 

 

 

 

 

 

 

 

 

 

 

 

 

Consolidated revenue

 

$

 

67,121

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Three Quarters Ended

 

 

North

 

 

 

 

 

 

 

Education

 

 

 

Segment

 

May 31, 2026

 

 

America

 

 

 

International

 

 

 

Division

 

 

 

Total

 

Net revenue

 

$

 

106,763

 

 

$

 

30,410

 

 

$

 

52,590

 

 

$

 

189,763

 

Cost of revenue

 

 

 

19,840

 

 

 

 

7,048

 

 

 

 

19,970

 

 

 

 

46,858

 

Associate costs

 

 

 

59,333

 

 

 

 

14,421

 

 

 

 

25,932

 

 

 

 

99,686

 

Other segment items

 

 

 

8,652

 

 

 

 

3,408

 

 

 

 

5,522

 

 

 

 

17,582

 

Segment Adjusted EBITDA

 

$

 

18,938

 

 

$

 

5,533

 

 

$

 

1,166

 

 

 

 

25,637

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,736

 

Less:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unallocated corporate expenses(1)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11,258

 

Stock-based compensation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5,591

 

Restructuring costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5,650

 

Building exit costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,272

 

Gain on license obligation restructure

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(338

)

Depreciation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3,424

 

Amortization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,971

 

   Loss from operations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(1,455

)

Interest income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

169

 

Interest expense

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(241

)

   Loss before income taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

(1,527

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reconciliation of revenue:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Segment revenues

 

$

 

189,763

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues(2)

 

 

 

1,736

 

 

 

 

 

 

 

 

 

 

 

 

 

Consolidated revenue

 

$

 

191,499

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Three Quarters Ended

 

 

North

 

 

 

 

 

 

 

Education

 

 

 

Segment

 

May 31, 2025

 

 

America

 

 

 

International

 

 

 

Division

 

 

 

Total

 

Net revenue

 

$

 

111,711

 

 

$

 

30,685

 

 

$

 

50,169

 

 

$

 

192,565

 

Cost of revenue

 

 

 

19,208

 

 

 

 

6,780

 

 

 

 

18,201

 

 

 

 

44,189

 

Associate costs

 

 

 

62,683

 

 

 

 

15,291

 

 

 

 

24,860

 

 

 

 

102,834

 

Other segment items

 

 

 

10,032

 

 

 

 

5,049

 

 

 

 

5,102

 

 

 

 

20,183

 

Segment Adjusted EBITDA

 

$

 

19,788

 

 

$

 

3,565

 

 

$

 

2,006

 

 

 

 

25,359

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3,254

 

Less:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unallocated corporate expenses(1)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11,572

 

Stock-based compensation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5,730

 

Restructuring costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6,723

 

Building exit costs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

498

 

Depreciation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2,979

 

Amortization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3,294

 

   Loss from operations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(2,183

)

Interest income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

765

 

Interest expense

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(470

)

   Loss before income taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

(1,888

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reconciliation of revenue:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Segment revenues

 

$

 

192,565

 

 

 

 

 

 

 

 

 

 

 

 

 

Other revenues(2)

 

 

 

3,254

 

 

 

 

 

 

 

 

 

 

 

 

 

Consolidated revenue

 

$

 

195,819

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(1) Unallocated corporate expenses primarily consist of administrative overhead expenses.

(2) Other revenues consist of shipping and handling revenue, leasing revenue (in fiscal 2025), and royalty revenue from Franklin Planner Corp.

 

Disaggregated Revenue

The following table presents our revenue disaggregated by geographic region (in thousands).

 

 

 

Quarter Ended

 

 

Three Quarters Ended

 

 

 

 

May 31,

 

 

 

May 31,

 

 

 

May 31,

 

 

 

May 31,

 

 

 

 

2026

 

 

 

2025

 

 

 

2026

 

 

 

2025

 

Americas

 

$

 

58,073

 

 

$

 

57,011

 

 

$

 

161,803

 

 

$

 

165,469

 

Asia Pacific

 

 

 

5,352

 

 

 

 

5,609

 

 

 

 

16,056

 

 

 

 

17,209

 

Europe/Middle East/Africa

 

 

 

4,382

 

 

 

 

4,501

 

 

 

 

13,640

 

 

 

 

13,141

 

 

 

$

 

67,807

 

 

$

 

67,121

 

 

$

 

191,499

 

 

$

 

195,819

 

 

 

The following table presents our revenue disaggregated by our significant revenue generating activities. Sales of services and products include training and consulting services and related products such as training manuals and contractually committed materials and services sold in connection with an All Access Pass or Leader in Me membership. Subscription revenue includes sales of our subscription services such as the All Access Pass and Leader in Me membership, including Education training and coaching days which are contracted with the Leader in Me membership. We receive royalty revenue from our international licensees and from other sources such as book publishing arrangements. Corporate royalties are amounts received from Franklin Planner Co. pursuant to a licensing arrangement. Leases and Other revenue is primarily comprised of fiscal 2025 lease revenues from sub-leases for space at our previous corporate headquarters campus and from shipping and handling revenues (in thousands).

 

 

 

 

Services and

 

 

 

 

 

 

 

 

 

 

 

Leases and

 

 

 

 

 

Quarter Ended May 31, 2026

 

 

Products

 

 

 

Subscription

 

 

 

Royalties

 

 

 

Other

 

 

 

Consolidated

 

Enterprise Division:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

North America

 

$

 

15,383

 

 

$

 

22,040

 

 

$

 

601

 

 

$

 

-

 

 

$

 

38,024

 

International

 

 

 

4,981

 

 

 

 

2,872

 

 

 

 

2,199

 

 

 

 

-

 

 

 

 

10,052

 

 

 

 

 

20,364

 

 

 

 

24,912

 

 

 

 

2,800

 

 

 

 

-

 

 

 

 

48,076

 

Education practice

 

 

 

5,168

 

 

 

 

13,054

 

 

 

 

776

 

 

 

 

-

 

 

 

 

18,998

 

Corporate

 

 

 

-

 

 

 

 

-

 

 

 

 

298

 

 

 

 

435

 

 

 

 

733

 

Consolidated

 

$

 

25,532

 

 

$

 

37,966

 

 

$

 

3,874

 

 

$

 

435

 

 

$

 

67,807

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Quarter Ended May 31, 2025

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enterprise Division:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

North America

 

$

 

14,139

 

 

$

 

22,534

 

 

$

 

381

 

 

$

 

-

 

 

$

 

37,054

 

International

 

 

 

5,346

 

 

 

 

2,475

 

 

 

 

2,391

 

 

 

 

-

 

 

 

 

10,212

 

 

 

 

 

19,485

 

 

 

 

25,009

 

 

 

 

2,772

 

 

 

 

-

 

 

 

 

47,266

 

Education practice

 

 

 

6,214

 

 

 

 

11,774

 

 

 

 

652

 

 

 

 

-

 

 

 

 

18,640

 

Corporate

 

 

 

-

 

 

 

 

-

 

 

 

 

298

 

 

 

 

917

 

 

 

 

1,215

 

Consolidated

 

$

 

25,699

 

 

$

 

36,783

 

 

$

 

3,722

 

 

$

 

917

 

 

$

 

67,121

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Three Quarters Ended May 31, 2026

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enterprise Division:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

North America

 

$

 

39,831

 

 

$

 

65,852

 

 

$

 

1,080

 

 

$

 

-

 

 

$

 

106,763

 

International

 

 

 

14,641

 

 

 

 

8,455

 

 

 

 

7,314

 

 

 

 

-

 

 

 

 

30,410

 

 

 

 

 

54,472

 

 

 

 

74,307

 

 

 

 

8,394

 

 

 

 

-

 

 

 

 

137,173

 

Education practice

 

 

 

12,438

 

 

 

 

36,848

 

 

 

 

3,304

 

 

 

 

-

 

 

 

 

52,590

 

Corporate

 

 

 

-

 

 

 

 

-

 

 

 

 

895

 

 

 

 

841

 

 

 

 

1,736

 

Consolidated

 

$

 

66,910

 

 

$

 

111,155

 

 

$

 

12,593

 

 

$

 

841

 

 

$

 

191,499

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Three Quarters Ended May 31, 2025

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enterprise Division:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

North America

 

$

 

42,358

 

 

$

 

68,353

 

 

$

 

1,000

 

 

$

 

-

 

 

$

 

111,711

 

International

 

 

 

14,807

 

 

 

 

8,121

 

 

 

 

7,757

 

 

 

 

-

 

 

 

 

30,685

 

 

 

 

 

57,165

 

 

 

 

76,474

 

 

 

 

8,757

 

 

 

 

-

 

 

 

 

142,396

 

Education practice

 

 

 

14,566

 

 

 

 

32,334

 

 

 

 

3,269

 

 

 

 

-

 

 

 

 

50,169

 

Corporate

 

 

 

-

 

 

 

 

-

 

 

 

 

649

 

 

 

 

2,605

 

 

 

 

3,254

 

Consolidated

 

$

 

71,731

 

 

$

 

108,808

 

 

$

 

12,675

 

 

$

 

2,605

 

 

$

 

195,819