
Overview
Business solutions provider's Q4 revenue rose 4.5% yr/yr
Adjusted EBITDA for Q4 declined 7.3% yr/yr
Company completed non-core asset divestitures, boosting cash holdings
Outlook
Advantage Solutions expects 2026 revenue growth to be flat to up low single digits
Company projects 2026 adjusted EBITDA to be flat to down mid-single digits
Advantage Solutions anticipates $250 to $275 mln in adj unlevered free cash flow for 2026
Result Drivers
EXPERIENTIAL SERVICES - Strong Q4 performance driven by accelerating demand and improved hiring velocity
CASH FLOW IMPROVEMENT - Cash increased $39.7 million sequentially in Q4, due to improving working capital performance and proceeds from recent divestitures
BRANDED SERVICES CHALLENGES - Softness in CPG spending, procurement pressure, and client insourcing continued to weigh on performance
Company press release: ID:nGNXbQRv2N
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $932.13 mln | $885.20 mln (1 Analyst) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "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 Advantage Solutions Inc is $2.00, about 262.1% above its March 2 closing price of $0.55
The stock recently traded at 2 times the next 12-month earnings vs. a P/E of 3 three months ago
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