NASDAQ$ADV

Advantage Solutions Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Advantage Solutions reported its Q3 2024 results, showing organic revenue and Adjusted EBITDA growth driven by strength in Experiential Services, while progressing with transformation initiatives to enhance core capabilities and maximize operating efficiencies.

Advantage Solutions reported revenues of $939.3 million for the three months ended September 30, 2024, compared to $1,019.7 million a year ago. The net loss from continuing operations was $37.3 million, compared to a net loss of $29.6 million for the third quarter of 2023. Organic revenues increased by approximately 2%, and Adjusted EBITDA was $101 million, an 8.1% increase compared to the prior year.

  • Organic revenues increased by approximately 2% driven by strength in Experiential Services.
  • Adjusted EBITDA was $101 million, an 8.1% increase compared to the prior year.
  • Management remains focused on disciplined capital allocation with debt and share repurchases of approximately $80 million and $13 million, respectively.
  • Transformation is progressing to enhance core service capabilities with greater operating efficiencies.

Headline financials

Total Revenue

$939M

Previous: $1.1B-14.3%
EPS

-$0.13

Previous: -$0.07-85.7%
Adjusted EBITDA

$101M

Previous: $113M-10.8%
Adjusted EBITDA Margin

10.7%

No prior period
Capital Expenditures

-$50.4M

Previous: -$29.7M-69.8%
Free Cash Flow

-$93.1M

Previous: -$54M-72.5%
Net Income

-$42.8M

Previous: -$24.3M-75.8%
Operating Income

-$3.18M

Previous: $16M-119.9%
Gross Profit

$144M

Previous: $149M-2.8%
Cash & Equivalents

$196M

Previous: $171M+14.4%
Total Assets

$3.39B

Previous: $4.06B-16.4%
Stock-Based Comp

-$178K

Previous: $209K-185.2%

Revenue & EPS history

Advantage Solutions · Revenue · Quarterly

$939M

Q3 2024-14.3%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Advantage Solutions is committed to growing 2024 revenues and Adjusted EBITDA by low single digits on a continuing operations basis.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-2.7%

Avg return

Earnings day

-3.9%

Avg return

5 days after

-0.1%

Avg return

30 days after

36%

9 / 25 earnings

Positive

+18.6%

Q4 2022

Best reaction

-20.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+15.3%-5.5%+1.8%
Q4 2025-1.0%+15.9%+57.6%
Q3 2025-3.3%+8.9%-30.1%
Q1 2025-17.8%-14.3%+12.2%
Q4 2024-8.9%-28.4%-44.9%
Q3 2024+10.1%-1.6%+5.1%
Q2 2024+4.2%+0.3%+3.6%
Q1 2024-17.6%-20.2%-29.1%
Q4 2023+2.1%-3.4%+14.6%
Q3 2023-16.0%-16.5%+29.1%
Q2 2023+2.3%+1.2%+12.4%
Q1 2023+10.8%+18.5%+62.3%
Q4 2022+18.6%+7.7%-28.2%
Q3 2022-20.2%-17.5%-33.4%
Q2 2022-9.7%+3.2%-32.5%
Q1 2022-11.0%-9.6%-15.3%
Q4 2021-15.9%-26.9%-18.9%
Q3 2021+4.4%+1.6%-13.9%
Q2 2021-6.7%-6.0%-13.0%
Q1 2021-3.8%-5.6%-4.7%
Q4 2020-0.2%+7.2%+27.1%
Q2 2020-0.2%+7.2%+27.1%
Q3 2020-2.1%-13.8%-1.5%
Q1 2020+0.5%+0.0%+4.9%
Q4 2019-1.0%-1.0%+5.1%
Q3 2019
Q2 2019
Q1 2019
Q1 2017
Q1 2016

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