earnings
confidence high
sentiment positive
materiality 0.80
NIQ Q2 revenue $1.12B (+8%), adj EPS $0.27, EBITDA margin 23.3%; FY26 guidance raised
NIQ Global Intelligence plc
- Q2 revenue $1,124.2M, +8.0% YoY; OCC growth 5.8%; Adjusted EBITDA $261.9M, +21.9%, margin 23.3% (up 270 bps).
- Adjusted net income $78.7M; Adjusted EPS $0.27 (vs -$0.01); reported net loss attributable to NIQ $30.5M.
- FY26 guidance raised: 5.2-5.6% OCC revenue growth, 23.5-23.9% EBITDA margin, $245-255M levered FCF.
- Levered FCF improved $137.3M to $74.1M; S&P upgraded credit rating to B+ from B on improved cash generation.
- Annualized Intelligence Subscription revenue $3,017.6M (+5.8%); acquired YiMian data & insights business in China/SE Asia.