NYSE$NIQ

NIQ Global Intelligence plc · Q3 2025 earnings

Q3 2025 earnings · · Before market open

Briefing

NIQ reported Q3 2025 revenues of $1.05B with a loss from continuing operations of $196.9M ($0.70 per share).

Revenues rose to $1,052.6 million; organic trends improved post-IPO. Loss from continuing operations was $196.9 million, including elevated interest and share-based compensation catch-up after the July IPO. Segment adjusted EBITDA was $293.4 million.

  • Q3 revenue $1.05B.
  • Segment adjusted EBITDA $293M.
  • Americas and EMEA intelligence growth.
  • Leverage and IPO-related SBC pressured GAAP EPS.

Headline financials

Total Revenue

$1.05B

No prior period
EPS (adj)

-$0.70

No prior period
Adjusted EBITDA

$224M

No prior period
Adjusted EBITDA Margin

21.3%

No prior period
Adjusted Net Income

$9.2M

No prior period
Net Cash from Operations

$272M

No prior period
Unlevered Free Cash Flow

$297M

No prior period
Cash Paid for Interest

$72.4M

No prior period
Annualized Intelligence Subscription Revenue

$2.8B

No prior period
Net Dollar Retention

105.0%

No prior period
Gross Dollar Retention

98.0%

No prior period
Capital Expenditures

-$19.2M

No prior period
Free Cash Flow

-$218M

No prior period
Net Income

-$199M

No prior period
Operating Income

-$34.7M

No prior period
Gross Profit

-$467M

No prior period
Cash & Equivalents

$446M

No prior period
Total Assets

$6.83B

No prior period

Revenue & EPS history

NIQ Global Intelligence plc · Revenue · Quarterly

$1.05B

Q3 2025
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

Growth companies balance scaling revenue with investment spend and path to profitability.

Tailwinds

  • Contract wins and backlog.
  • Operating leverage as scale builds.
  • Strategic partnerships.

Headwinds

  • Execution and timing risk.
  • Capital intensity.
  • Macro demand volatility.

Historical earnings impact

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

Avg. return before/after earnings

Based on 2 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-2.4%

Avg return

Earnings day

-2.3%

Avg return

5 days after

-4.7%

Avg return

30 days after

50%

2 / 4 earnings

Positive

+7.2%

Q4 2025

Best reaction

-18.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-18.4%-14.6%-17.5%
Q4 2025+7.2%+4.3%-17.8%
Q3 2025-1.6%+1.8%+11.7%
Q2 2025+3.0%-0.7%+4.7%

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