Experian plc (ADR) (EXPGY)
OTHER OTC:EXPGY
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Earnings Data
Report Date
Nov 18, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.94Last Year’s EPS
0.85Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes a strong, record financial year with broad-based revenue growth, margin expansion, robust cash generation, significant strategic progress on cloud migration, AI initiatives and platform adoption, and active capital returns. Near-term headwinds include the wind-down of legacy data breach contracts, mortgage volume sensitivity, short-term acquisition and transition-related margin pressures, and some regional B2B softness. Overall, positives around execution, AI-led TAM expansion, platform momentum and capital discipline materially outweigh the manageable challenges highlighted.Company Guidance
Record Financial Performance
FY'26 was a record year: revenue from ongoing activities up 13% at actual rates (11% constant) with organic revenue growth of 8% for the year (9% in Q4). Benchmark EBIT grew 15% (13% constant) to over $2.4bn and Benchmark EPS rose 15% (13% constant).
Margin Expansion and Productivity
Benchmark EBIT margin increased to 28.6% with organic constant-currency margin expansion of c.90 basis points in FY'26 (outperforming medium-term guidance). Labor costs as a percentage of revenue fell by over 300 basis points over two years due to productivity gains and AI tooling.
Strong Cash Generation, Returns and Capital Allocation
Benchmark operating cash flow > $2.2bn, funds from operations ~$2.3bn, sustained cash conversion above 90%. ROCE improved to 17.2%. Net debt / Benchmark EBITDA ended at 1.7x. Board increased the full-year dividend by 11% (total $0.6925) and announced an additional $1bn share buyback (bringing announced buybacks to $2bn).
Cloud Migration Progress and Cost Flexibility
Cloud migration targets for North America and Brazil achieved; dual-run costs peaked in FY'26 and are expected to decline, enabling more investment. CapEx to sales was 8.6% and is expected to trend toward the long-term ~7% target (FY'27 guidance ~8%).
AI Strategy and Addressable Market Expansion
Company identified over $15bn of incremental TAM driven by generative AI use cases. Early AI deployment driving coder productivity gains (10–15% average, isolated cases >30%) and reduced labor cost intensity; tangible AI-led products already contributing (e.g., Patient Access Curator).
Product and Platform Momentum
New products contributed $2bn of revenue. Ascend platform adoption increasing: 37 products and >2,300 client solutions on Ascend; platform driving renewals, longer contract terms and cross-sell. Partnerships include ServiceNow and LLM integrations (OpenAI, Google pilot participation).
Consumer Services Scale and Engagement
Consumer Services membership expanded to over 215 million globally; North America Consumer Services revenue > $1.7bn with marketplace up >20% for the year (personal loans particularly strong). Consumer Services in Latin America grew ~23% for FY'26 and reached >$300m annual revenue.
Regional and Vertical Wins
North America organic revenue up 10% (revenue ~$5.6bn), Financial Services up 14% (ex-mortgage core FS growth ~9–10%), mortgage revenue up ~45% for the year, Automotive +13% organic, Healthcare (Patient Access Curator) +9%. Latin America finished strong with Q4 organic growth of 17%.
Selective M&A Strengthening Data and Capabilities
Strategic acquisitions (ClearSale, AtData, Own Up, Compensit, KYC360, Konfir) expanded fraud, identity, mortgage and email intelligence assets (AtData adds 10bn+ email addresses). Completed deals expected to add ~1 percentage point to FY'27 revenue.
EXPGY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EXPGY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | $36.30 | $35.34 | -2.65% |
Nov 12, 2025 | $45.64 | $43.45 | -4.81% |
May 14, 2025 | $52.15 | $50.84 | -2.52% |
Nov 13, 2024 | $48.48 | $47.12 | -2.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Experian plc (ADR) (EXPGY) report earnings?
Experian plc (ADR) (EXPGY) is schdueled to report earning on Nov 18, 2026, Before Open (Confirmed).
What is Experian plc (ADR) (EXPGY) earnings time?
Experian plc (ADR) (EXPGY) earnings time is at Nov 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EXPGY EPS forecast?
EXPGY EPS forecast for the fiscal quarter 2027 (Q2) is 0.94.