Franklin Resources reports before the market opens on Friday 6 November. The analysts' average EPS estimate for the quarter is $0.77. The report will test whether the company's recent pick-up in revenue growth holds: trailing-twelve-month revenue grew 7.9% in the latest reading, a rate 4.1 percentage points higher than a quarter earlier.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $0.67 | $0.59 |
| Dec '25 | $0.70 | $0.55 |
| Mar '26 | $0.71 | $0.55 |
| Jun '26 | $0.72 | $0.66 |
What analysts expect from Franklin Resources
The analysts' average EPS estimate for the quarter is $0.77, in a range from $0.73 to $0.79. The average revenue estimate is $2.1 billion. For the full year, the analysts' average EPS estimate is $2.90, which would be up 30.6% on last year based on 13 analysts. That estimate has risen 3.0% over the past 90 days. Of the analysts' recommendations, 4 are positive, 7 neutral and 2 negative.
Earnings surprise model
Our model estimates EPS could land above the analysts' average estimate by 10.4%. The estimated chance of an EPS beat is 75.0%. These figures are based on the last 4 quarters; the model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency. This small sample is a reference estimate, not company guidance.
Franklin Resources' record against estimates
Franklin Resources has reported EPS above the analysts' average estimate in 4 of the last 4 quarters. Last quarter, EPS of $0.72 compared with an estimate of $0.66, above it by 8.3%.
Profit is outgrowing sales
Revenue over the twelve months to Q3 2026 was $9.3 billion, up 7.9% on the year before. That growth rate was up 4.1 percentage points from a quarter earlier. Trailing operating margin was 9.7%, up 5.5 percentage points from a year earlier, and the trailing net margin was 8.7%. Net income over the twelve months was $812.8 million, which rose 152.0% on the year before. The average diluted share count fell 0.2% over the year.
Against its own history, today's operating margin of 9.7% is higher than 10% of the company's past quarterly readings, which have ranged from 4.3% to 38.2%. The twelve-month revenue growth rate of 7.9% is higher than 68% of past readings, which have ranged from −16.7% to 51.4%.
Questions this report will answer
The report will show whether the pick-up in revenue growth continues, whether results land above or below the analysts' expectations set out above, and whether margins hold at the trailing levels described here.
The value hinges on margins more than growth
In our model, growth 5 percentage points lower would lower the value by 24.0%, and growth 5 percentage points higher would raise it by 31.3%. A free-cash-flow margin 1 percentage point lower would lower it by 39.8%.
