NYSE$DNB

Dun & Bradstreet Holdings Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Dun & Bradstreet's financial performance in Q3 2024 showed revenue growth and solid strategic progress.

Dun & Bradstreet reported a solid third quarter with revenue increasing by 3.5% to $609.1 million and organic revenue growth of 3.4%. The adjusted EBITDA increased by 5.1% to $247.4 million with a margin of 40.6%.

  • Revenue increased by 3.5% to $609.1 million, with a 3.2% increase on a constant currency basis.
  • Organic revenue grew by 3.4% on a constant currency basis.
  • Adjusted EBITDA increased by 5.1% to $247.4 million, with an adjusted EBITDA margin of 40.6%.
  • GAAP net income was $3.2 million, or $0.01 diluted earnings per share.

Headline financials

Total Revenue

$609M

Previous: $589M+3.5%
EPS (adj)

$0.27

Previous: $0.27+0.0%
Adjusted EBITDA Margin

40.6%

Previous: 40.0%+1.5%
Organic Revenue Growth

3.4%

Previous: 4.8%-29.2%
Capital Expenditures

-$46M

Previous: -$35.4M-29.9%
Net Income

$3.2M

Previous: $4.4M-27.3%
Operating Income

$62.2M

Previous: $52.1M+19.4%
Gross Profit

$245M

Previous: $382M-35.9%
Stock-Based Comp

$16.3M

Previous: $20.8M-21.6%

Revenue & EPS history

Dun & Bradstreet · Revenue · Quarterly

$609M

Q3 2024+3.5%vs Q3 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Dun & Bradstreet · $421M total across 2 segments · Q3 2023

  • Finance & Risk
    $235M+4.8%
  • Sales & Marketing
    $187M+3.9%

Forward guidance

Dun & Bradstreet expects revenues at the low end of the previously communicated range of $2,400 million to $2,440 million, organic revenue growth at the low end of the range of 4.1% to 5.1%, adjusted EBITDA in the range of $930 million to $950 million, and adjusted EPS in the range of $1.00 to $1.04.

Tailwinds

  • Revenues are expected to be at the low end of the previously communicated range of $2,400 million to $2,440 million.
  • Organic revenue growth is expected to be at the low end of the previously communicated range of 4.1% to 5.1%.
  • Adjusted EBITDA is expected to continue to be in the range of $930 million to $950 million.
  • Adjusted EPS is expected to continue to be in the range of $1.00 to $1.04.
  • The forward-looking statements reflect Dun & Bradstreet’s expectations as of today's date and Revenue assumes constant foreign currency rates.

Headwinds

  • Revenue after the impact of foreign exchange are expected to be at the low end of the previously communicated range.
  • Organic revenue growth is also expected to be at the low end of our previously communicated range.
  • Actual results may differ materially due to risk factors, uncertainties and assumptions.
  • Dun & Bradstreet does not intend to update its forward-looking statements until its next quarterly results announcement.
  • The company does not present a qualitative reconciliation of its forward-looking non-GAAP financial measures to the most directly comparable GAAP measure due to the inherent difficulty.

Historical earnings impact

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

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-1.5%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+1.3%

Avg return

30 days after

42%

11 / 26 earnings

Positive

+9.9%

Q3 2024

Best reaction

-14.5%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025+0.1%+0.1%
Q1 2025+0.2%-2.1%+0.3%
Q4 2025-10.4%-13.4%-16.8%
Q3 2024+9.9%+11.0%+17.3%
Q2 2024+8.6%+7.8%+10.2%
Q1 2024+5.3%+10.6%+4.0%
Q4 2023-2.7%-3.3%-7.2%
Q3 2023+6.2%
Q2 2023+4.4%
Q1 2023+8.3%
Q4 2022-14.5%
Q3 2022+4.4%
Q2 2022-2.3%
Q1 2022+3.3%
Q4 2021-9.9%
Q3 2021+2.1%
Q2 2021-8.4%
Q1 2021-5.3%
Q4 2018-3.7%
Q4 2020-5.7%
Q3 2020-7.1%
Q3 2019-7.1%
Q4 2019-3.7%
Q2 2020-3.7%
Q1 2019-3.7%
Q2 2019-3.7%
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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