earnings
confidence high
sentiment negative
materiality 0.70
Advantage Solutions Q4 rev down 10%, Adj EBITDA +8.9%; net loss $178M
Advantage Solutions Inc.
- Q4 revenue $892.3M (-10% reported, -2.4% organic); full year $3.57B (-8.6% reported, +1% organic).
- Q4 Adj EBITDA $94.6M (+8.9%); full year $356.0M (+1.1%). Net loss $177.9M in Q4 vs $2.7M loss last year.
- Branded Services revenue down 25% in Q4; Experiential +5.4%; Retailer -3.4%.
- 2025 guidance: revenue and Adj EBITDA up low single-digits; net interest $140-150M; capex $65-75M.
- Debt repurchases ~$158M, share buybacks ~$34M in 2024; net leverage 4.0x TTM Adj EBITDA.