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NIQ Global Intelligence Q3 revenue rises 6.3%, posts first positive EPS since IPO

By Reuters News


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


Reuters Recommended Reads

  • Nov 9 - Thryv Q3 revenue falls as legacy CRM products weigh

  • Nov 9 - Zeta Global Q3 revenue, adjusted EPS beat estimates; raises 2026 outlook

  • Nov 9 - PubMatic's Q3 revenue beats estimates on AI demand


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(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.)

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