London · Delayed Price · Currency is GBP · Price in GBX Experian Earnings Call Transcripts
Fiscal Year 2027
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Q1 delivered 7% organic revenue growth, with strong B2B and Latin America performance, and stable macro conditions. Consumer services growth was impacted by the roll-off of data breach contracts, but underlying trends remain solid. FY 2027 guidance is unchanged, with continued investment in AI and digital capabilities.
Fiscal Year 2026
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Record FY26 performance with 8% organic revenue growth, 15% EPS increase, and margin expansion. Strategic progress included major client renewals, successful M&A, and AI-driven innovation. FY27 guidance anticipates continued strong growth and margin improvement.
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Q3 delivered 12% revenue growth (10% constant currency, 8% organic), led by North America and strong consumer services in Latin America. Full-year guidance is unchanged, with continued investment in AI and cloud migration supporting margin expansion and innovation.
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Strong first-half results with 12% revenue growth, robust margin expansion, and double-digit EPS gains were driven by North America and successful integration of acquisitions. AI and cloud initiatives are accelerating innovation, with guidance raised to the top end for FY 2026.
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Q1 saw 8% organic revenue growth and 12% total revenue growth, led by strong North America and resilient consumer services globally. Recent acquisitions and product innovation drove performance, while guidance for the full year remains unchanged.
Fiscal Year 2025
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Strong organic growth is driven by the expanding Ascend platform, AI-fueled productivity, and diversified consumer and vertical businesses. Strategic acquisitions focus on proprietary data assets, with capital flexibility for buybacks if needed. Margin and growth guidance remain robust across regions and cycles.
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Retail auto financing and cash transactions are at record highs, with banks aggressively expanding their market share and consumers increasingly pushed into older vehicles due to affordability. Delinquency and fraud are rising, but recent loan vintages are performing well, and the influx of used EVs may broaden access for subprime buyers.
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Delivered 7% organic revenue growth and strong margin expansion in FY 2025, with robust cash flow and strategic M&A. FY 2026 guidance targets 6–8% organic growth, continued margin improvement, and further investment in cloud and integrated platforms.
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World-class data and advanced technology have driven double-digit growth in automotive marketing, enabling clients to identify, target, and retain profitable customers with measurable results. Audience data consistently outperforms industry benchmarks by a wide margin.
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Q3 saw 6% organic revenue growth (8% ex-data breach), with strong performance in North America, Latin America, and EMEA Asia Pacific. Full-year guidance is unchanged, with continued margin expansion and robust growth in insurance and consumer services.
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Delivered 7% organic revenue growth and 60bps margin expansion in H1 FY2025, with strong performances across North America, Latin America, and EMEA/Asia-Pacific. Outlook for FY2025 remains positive, with guidance raised for margin and acquisition contributions, despite ongoing macro and FX headwinds.
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Q1 organic revenue grew 7%, led by double-digit gains in Consumer Services and strong North America performance. Guidance for 6%-8% organic growth per quarter is unchanged, with Brazil expected to rebound and Insurance Marketplace annualized run rate surpassing $80 million.