NIQ Global Intelligence Gains 4.6% After Q1 EPS of $0.15, $1.07B Revenue, Solid Q2 Guide
NIQ Global Intelligence reported Q1 adjusted EPS of $0.15, beating estimates by $0.05, with $1.07 billion in revenue, up 11.1% year-on-year and 5.1% organically. The company narrowed its net loss to $90.1 million, expanded adjusted EBITDA margin to 21.0%, and reaffirmed full-year 2026 guidance.
1. Q1 Financial Results
NIQ delivered adjusted EPS of $0.15, surpassing consensus by $0.05, and generated $1.07 billion in revenue, up 11.1% year-on-year and 5.1% on an organic constant-currency basis, driven primarily by a 9.3% increase in the Americas region.
2. Profitability and Cash Flow
The net loss attributable to NIQ improved by $29.7 million to $90.1 million, while adjusted net income turned positive at $43.4 million. Adjusted EBITDA rose 19.1% to $224.8 million, expanding the margin by 150 basis points to 21.0%, supported by ongoing free cash flow progress and AI investment initiatives.
3. Second-Quarter Outlook
NIQ expects Q2 revenue between $1.103 billion and $1.107 billion, representing 4.9%–5.2% organic constant-currency growth. Adjusted EBITDA is forecast at $242 million to $246 million with margins of 22.0%–22.2%, and adjusted EPS projected between $0.19 and $0.21.
4. Full-Year 2026 Guidance
The company reaffirmed its full-year 2026 targets of 5.0%–5.3% organic constant-currency revenue growth, an adjusted EBITDA margin of 23.5%–23.8%, and free cash flow between $235 million and $250 million.