The strong revenue growth, improved profitability, and positive 2026 guidance suggest the Sterling acquisition integration is succeeding. The $100 million buyback indicates management confidence at current valuation levels. Monitor execution on the 2026 guidance and synergy realization.
Price Chart
Executive Summary
First Advantage reported strong fourth quarter and full year 2025 results, with Q4 revenue of $420.0 million (up 36.8% YoY) and net income of $3.5 million, reversing a prior year loss. The company issued 2026 guidance projecting revenue of $1.625-$1.7 billion and Adjusted EPS of $1.15-$1.25, and announced a $100 million share repurchase program.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $420.0 million, up 36.8% YoY from $307.1 million
- Full year 2025 revenue was $1.574 billion, up 83.0% YoY from $860.2 million
- Q4 2025 net income was $3.5 million (0.8% margin) vs. a $100.4 million loss in Q4 2024
- Full year 2025 net loss was $34.8 million vs. $110.3 million loss in 2024
- Adjusted EPS was $0.30 in Q4 2025, up from $0.18 in Q4 2024
- 2026 guidance: Revenue $1.625-$1.7 billion, Adjusted EPS $1.15-$1.25
- Announced $100 million share repurchase authorization
Financial Impact
Revenue growth of 83% for full year 2025 and 36.8% for Q4, with 2026 revenue guidance of $1.625-$1.7 billion
Risk Factors
- Forward-looking guidance is subject to macroeconomic conditions and integration risks
- High acquisition-related expenses ($32.8 million in 2025) could impact future profitability
- Dependence on successful execution of go-to-market strategy in 2026
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-073071 |
| Document: fa-20260226.htm | 0001193125-26-073071 |
| Document: 0001193125-26-073071-index-headers.html | 0001193125-26-073071 |
| Document: 0001193125-26-073071-index.html | 0001193125-26-073071 |
| Document: 0001193125-26-073071.txt | 0001193125-26-073071 |
| CONTEXT: Previous Earnings (2026-02-26) | 0001193125-26-073071 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Press Release | $19.66 | awaiting T+20 | — | $21.08 (+7.22%) |
Oct 15, 2026 12d ago | Press Release | $20.08 | awaiting T+20 | — | $21.08 (+4.98%) |
Aug 10, 2026 11w ago | S-3ASR | $21.17 $20.55 | ▲ +2.93% | ▲ +1.87% | $21.08 (+0.43%) |
May 7, 2026 24w ago | 8-K | $15.76 $16.02 | ▲ +1.65% | ▼ −1.49% | $21.08 (+33.76%) |
Apr 24, 2026 26w ago | DEFA14A | $12.58 $15.29 | ▲ +21.54% | ▲ +16.59% | $21.08 (+67.57%) |
Apr 16, 2026 27w ago | Press Release | $12.51 $14.77 | ▲ +18.07% | ▲ +12.70% | $21.08 (+68.51%) |
Mar 2, 2026 34w ago | Insider Cluster | $11.76 $11.44 | ▼ −2.72% | ▲ +5.22% | $21.08 (+79.25%) |
Mar 2, 2026 34w ago | Insider Cluster | $11.76 $11.44 | ▼ −2.72% | ▲ +5.22% | $21.08 (+79.25%) |
Feb 26, 2026 34w ago | 8-K | $11.69 $11.29 | ▼ −3.42% | ▲ +2.98% | $21.08 (+80.33%) |
US Market Status
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