UK's NIQ Global Q4 revenue, EBITDA gain on EMEA, Americas growth

NIQ Global Intelligence

27/02/2026 12:08

Overview

Consumer intelligence firm's Q4 revenue grew 9.2% yr/yr, driven by EMEA and Americas

Adjusted EBITDA for Q4 grew 30.2%, reaching $289.2 mln

Company announced tech-enabled cost-efficiency actions to enhance 2026 margins

Outlook

NIQ expects 2026 organic constant currency revenue growth of 5.0% to 5.3%

Company forecasts 2026 adjusted EBITDA margin between 23.5% and 23.8%

NIQ projects 2026 levered free cash flow of $235 mln to $250 mln

Result Drivers

EMEA AND AMERICAS GROWTH - Revenue growth in Q4 was driven by strong performance in EMEA and Americas, with EMEA growing 12.8% and Americas 9.0% on an as-reported basis

VALUE-BASED PRICING - Q4 organic constant-currency growth was driven by value-based pricing and effective upselling and cross-selling of new capabilities

INTELLIGENCE REVENUE - Intelligence revenue grew 10.9% in Q4, driven by strong renewals and expansion within core services, particularly in EMEA

Company press release: ID:nBwmFZZxa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$1.14 bln
Q4 Adjusted Net Income
$58.90 mln
Q4 Net Income
-$32.20 mln
Q4 Adjusted EBITDA
$289.20 mln
Q4 Operating Income
$65 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advertising & marketing peer group is "buy"

Wall Street's median 12-month price target for NIQ Global Intelligence PLC is $21.00, about 68.9% above its February 26 closing price of $12.43

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 20 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)