earnings
confidence high
sentiment positive
materiality 0.75
Stagwell FY25 Adj EPS $0.83 (+5% YoY), net revenue +6%; guides FY26 net revenue growth 8-12%
Stagwell Inc
- FY25 revenue $2,909M (+2% YoY), net revenue $2,428M (+6%), adjusted EBITDA $422M (+1%), net income $29M (vs $2M).
- FY25 GAAP EPS $0.08, adjusted EPS $0.83 (+5% YoY); Q4 adjusted EPS $0.30 vs $0.25.
- Operating cash flow $291M (up from $143M), free cash flow $187M (more than doubled).
- Q4 net new business $106M; LTM net new business $476M; Marketing Cloud net revenue growth 230%.
- $350M increase in stock repurchase program; $400M now available. FY26 guidance: net revenue growth 8-12%, Adj EBITDA $475-525M, FCF conversion 50-60%.