NIQ Global Intelligence Q3 revenue rises 6.3%, posts first positive EPS since IPO
Overview
US consumer intelligence firm's Q3 revenue grew 6.3% yr/yr, driven by value-based pricing and upselling
Company posted positive GAAP EPS for first time since IPO; adjusted EBITDA rose 17.8% yr/yr
Company authorized $150 mln share repurchase program after reaching 2.9x net leverage ratio milestone
Outlook
NIQ raises full-year 2026 guidance to revenue of $4.513 bln–$4.520 bln
Company sees 2026 adjusted EBITDA margin at 23.6%–23.8% and adjusted EPS of $1.16–$1.20
Company expects 2026 levered free cash flow of $249 mln–$257 mln
Result Drivers
VALUE-BASED PRICING AND UPSALES - Co said Q3 organic constant currency revenue growth was driven primarily by value-based pricing and strong upselling and cross-selling of new capabilities and solutions
AMERICAS DEMAND - Americas revenue growth attributed to client retention, pricing, and continued demand for new capabilities and solutions, including Consumer Panel and eCommerce offerings
Company press release:
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | $1.12 bln | ||
Q3 Adjusted Net Income | $87.8 mln | ||
Q3 Net Income | $35.8 mln | ||
Q3 Adjusted EBITDA | $263.6 mln | ||
Q3 Operating Income | $106.4 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advertising & marketing peer group is "buy"
Wall Street's median 12-month price target for NIQ Global Intelligence PLC is $21.75, about 3.3% above its November 11 closing price of $21.06
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 10 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)