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Dec 31, 2025
Advantage Solutions Q4 2025 Earnings Report
Advantage Solutions reported a revenue increase of 4.5% in Q4 2025, while net loss narrowed compared to the prior year.
Key Takeaways
Advantage Solutions saw Q4 revenue grow to $932.1 million, driven by strong performance in Experiential Services. Despite the revenue growth, Adjusted EBITDA declined 7.3% due to labor costs and procurement pressures. The company significantly improved its cash position to $241 million following non-core divestitures and focused on debt refinancing to extend maturities to 2030.
Q4 revenue increased 4.5% year-over-year to $932.1 million.
Experiential Services segment led growth with a 21.6% revenue increase.
Ended the quarter with $241 million in cash, up $40 million sequentially.
Completed non-core divestitures generating approximately $55 million in proceeds.
Revenue by Segment
Forward Guidance
For fiscal year 2026, the company expects flat to low-single digit revenue growth and focused cash flow conversion.
Positive Outlook
- Expected flat to up low-single digit revenue growth in 2026.
- Projected Adjusted Unlevered Free Cash Flow of $250 to $275 million.
- Momentum in Experiential Services positioning for solid growth.
- Project activity in Retailer Services shifting into early 2026.
- Planned debt refinancing to extend maturities to 2030.
Challenges Ahead
- Adjusted EBITDA expected to be flat to down mid-single digits.
- Net interest expense projected between $160 and $170 million.
- Continued procurement pressure in Branded Services.
- Higher than expected labor costs impacting margins.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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