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Sep 30, 2025
NIQ Global Intelligence plc Q3 2025 Earnings Report
NIQ Global Intelligence plc beat expectations with strong Q3 2025 performance and raised its full-year guidance.
Key Takeaways
NIQ delivered a strong Q3 2025, with revenue up 7.2% to $1.05 billion, an adjusted EBITDA margin expansion of 300 basis points, and positive adjusted net income. Despite a GAAP net loss, the company generated significant free cash flow and raised its full-year guidance.
Revenue grew 7.2% year-over-year, reaching $1.05 billion.
Adjusted EBITDA increased 24.9% to $223.7 million, with margin expansion of 300 basis points.
GAAP net loss improved year-over-year, while adjusted net income turned positive at $9.2 million.
Free cash flow reached $224.4 million, achieving most of H2 guidance in Q3 alone.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
NIQ raised its full-year 2025 guidance, expecting stronger revenue growth, margin expansion, and breakeven free cash flow.
Positive Outlook
- Raised full-year OCC revenue growth guidance to 5.5% - 5.6%
- Raised Adjusted EBITDA guidance to $905M - $909M
- Raised full-year Adjusted EBITDA margin to 21.7% - 21.8%
- Guides for $280M of free cash flow in H2 2025
- Q4 expected to deliver strong revenue and margin growth
Challenges Ahead
- Still reporting a GAAP net loss
- APAC region showed weakest growth at 2.2%
- Interest expense remains high despite refinancing
- No update on headcount or employee trends
- Free cash flow guidance implies limited upside in Q4
Historical Earnings Impact
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Avg. Return Before/After Earnings
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