Earnings Releases·Nov 12, 2026, 7:01 AM ET

NIQ — Third Quarter 2026 Earnings Summary

Reported revenue grew 6.3% year-over-year to $1,119.1 million, while Adjusted EBITDA rose 17.8% to $263.6 million, expanding margins by 230 basis points to 23.6%; Net income turned positive at $35.8 million ($0.12/share), marking the first positive GAAP EPS since the IPO.
Raised full-year 2026 guidance to 5.5%–5.7% OCC revenue growth and 23.6%–23.8% Adjusted EBITDA margin, with Q4 2026 guidance projecting $1,198M–$1,202M in reported revenue and $315M–$323M in Adjusted EBITDA.
Achieved a net leverage ratio of 2.9x, reaching the sub-3.0x target one quarter ahead of plan, while Board authorized a $150 million share repurchase program to return capital.
AI-native strategy is gaining commercial traction with 79 ConnectAI clients, 105% Net Dollar Retention on Intelligence subscriptions, and new partnerships with OpenAI and Google, driving 20%+ growth in Consumer Panel and eCommerce segments.
Restructuring program remains on track to deliver $70M–$80M in annualized cost savings by FY2026, though EMEA results faced headwinds from Middle East volatility and APAC faced difficult year-over-year comparisons.