First Advantage shares tumble on earnings miss, weak guidance

Published 27/02/2025, 17:32
First Advantage shares tumble on earnings miss, weak guidance

ATLANTA - First Advantage Corporation (NASDAQ:FA) reported fourth-quarter earnings that fell short of analyst expectations and provided weaker-than-anticipated guidance for fiscal year 2025, sending shares tumbling 11.8% in trading.

The employment background screening provider posted adjusted earnings per share of $0.18 for Q4, missing the analyst consensus of $0.23. Revenue came in at $307.1 million, slightly above estimates of $305.59 million and up 51.6% YoY.

For the full fiscal year 2025, First Advantage forecasts adjusted earnings per share of $0.86 to $1.03, below the $0.98 analyst consensus. The company projects revenue of $1.5 billion to $1.6 billion, also falling short of the $1.57 billion analysts were expecting.

"2024 was a milestone year for First Advantage as we advanced our strategy with the transformational acquisition of Sterling," said CEO Scott Staples. He noted the company has already actioned $20 million in run rate cost synergies and increased its synergy target range to $60 million to $70 million.

The company reported a net loss of $100.4 million for Q4, which included $97.1 million in expenses related to the Sterling acquisition. Adjusted EBITDA was $82.9 million with a margin of 27.0%.

First Advantage cited an uncertain macroeconomic environment and expectations that base business will remain a headwind through mid-2025 as factors in its cautious outlook. The company plans to focus on integration, customer continuity, and reducing net leverage in the year ahead.

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