Emerald Expositions Events Inc (EEX)
NYSE:EEX
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
0.12Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a generally positive operational and financial trajectory: strong full-year revenue (+16.2%) and adjusted EBITDA (+25%), clear portfolio repositioning via targeted acquisitions, solid liquidity and leverage below target, affirmative 2026 guidance, and promising automation/AI initiatives. Near-term concerns include a sharp increase in SG&A driven by contingent consideration and integration/transaction costs, lower reported free cash flow affected by acquisition timing and refinancing fees, and a content segment that remains weak. Management provided visibility into 2026 (high percent of revenue contracted) and expects materially higher free cash flow next year, which, together with deleveraging and continued M&A discipline, supports confidence in the outlook.Company Guidance
Strong Revenue Growth
Full year 2025 revenue of $463.4M, up 16.2% year-over-year; Q4 2025 revenue $132.7M versus $106.8M in prior year quarter. Reported organic revenue +1.1% for FY2025 and +0.3% in Q4; pro forma organic growth assuming 2025 acquisitions were owned in 2024: +4.8% FY and +5.3% Q4.
Meaningful Adjusted EBITDA Expansion
Adjusted EBITDA of $127.1M for FY2025 (up 25% year-over-year) and $36.3M in Q4 (up 9.7% year-over-year), reflecting revenue growth and improved operating performance.
2026 Outlook and Free Cash Flow Guidance
2026 guidance: revenue $490M–$495M and adjusted EBITDA $137.5M–$142.5M (midpoint ≈ +6% revenue and ≈ +10% adjusted EBITDA year-over-year). Management expects 2026 free cash flow of approximately $85M–$90M, indicating high incremental flow-through from EBITDA to cash.
Portfolio Repositioning and Strategic M&A
Completed acquisitions (This is Beyond, Insurtech Insights, Generis) expanded exposure into luxury, manufacturing and executive peer networks. Management executed exits of underperforming brands and emphasized a more diversified, high-quality events portfolio aimed at durable, predictable growth.
Balance Sheet and Liquidity Strength
Cash balance $100.9M (Dec 31, 2025) and total liquidity $210.4M (including $110M revolver). Net debt to covenant EBITDA at 2.86x, below the company’s sub-3.0x target, supporting disciplined capital allocation.
Shareholder Returns and Capital Allocation
Repurchased 4,058,604 shares in FY2025 at an average price of $4.32 (Q4: 282,386 shares at $4.56). $24.6M remaining under repurchase authorization and a quarterly dividend declared of $0.015 per share.
Strong Sales Pacing and Contract Visibility
Management reported over 70% of 2026 revenue already contracted and healthy rebooking activity, indicating good visibility into near-term revenue.
Operational Modernization and AI Initiatives
Deployed AI agents at events to improve exhibitor experience and reduce inbound support load; pilots in finance, marketing and customer service aim to increase automation, scalability and future margin expansion.
Venue Headwind Resolved
Construction at the Las Vegas Convention Center completed at end of 2025; management expects related disruptions to cycle through in 2026 and for subsequent events to benefit from the renovated venue.
EEX 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
EEX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 13, 2026 | $4.14 | $4.06 | -1.93% |
Oct 31, 2025 | $4.42 | $4.36 | -1.36% |
Aug 04, 2025 | $4.81 | $4.83 | +0.42% |
May 01, 2025 | $3.88 | $4.46 | +15.04% |
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 Emerald Expositions Events Inc (EEX) report earnings?
Emerald Expositions Events Inc (EEX) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Emerald Expositions Events Inc (EEX) earnings time?
Emerald Expositions Events Inc (EEX) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is EEX EPS forecast?
EEX EPS forecast for the fiscal quarter 2026 (Q1) is 0.11.