Corrected: Experian meets its Q3 revenue expectation; keeps FY forecast

Experian

21/01/2026 07:08

Corrects Key Details table to say Q3 Revenue Growth (in constant currency) was 10%, not 11%

Overview

Global data firm's Q3 revenue grew 12% at actual exchange rates, in line with company expectations

Company's organic revenue grew 8% yr/yr, driven by strategic priorities and AI opportunities

Experian maintains full year expectations, leveraging data assets and technology

Outlook

Experian maintains full-year expectations amid strong Q3 growth

Company leverages data assets and AI for strategic priorities

Experian sees continued momentum in AI and strategic initiatives

Result Drivers

NORTH AMERICA GROWTH - North America delivered 10% organic revenue growth, driven by financial services and consumer services, supported by new products and client activity

LATIN AMERICA PERFORMANCE - Latin America saw 6% organic growth, driven by consumer services, with significant milestones in Brazil and new business wins

UK AND IRELAND - UK and Ireland reported 3% organic growth, with consumer services leading at 14%, driven by marketplace momentum and new product launches

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Organic Revenue Growth
8.00%
Q3 Revenue Growth (in constant currency)
10.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy"

Wall Street's median 12-month price target for Experian PLC is GBp4,500.00, about 39.4% above its January 20 closing price of GBp3,227.00

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nRSU6734Pa

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 (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)