The beat-and-reaffirm pattern supports the stock's upward momentum. Watch for Q2 2026 results in August for confirmation of the 8.6% revenue growth trajectory and any changes to the full-year guidance range. The $100M buyback provides a floor.
Price Chart
Executive Summary
First Advantage reported Q1 2026 revenue of $385.2M (+8.6% YoY) and adjusted diluted EPS of $0.26, beating the $0.21 consensus by 23.8%. The company reaffirmed its full-year 2026 guidance of $1.625B-$1.700B revenue and $1.15-$1.25 adjusted EPS, signaling confidence in sustained execution despite a flat hiring environment.
Key Financial Metrics
Key Facts
- Q1 2026 revenue of $385.2M, up 8.6% YoY from $354.6M
- Adjusted diluted EPS of $0.26 vs consensus of $0.21 (beat by 23.8%)
- Adjusted EBITDA of $105.3M (27.3% margin), up 14.3% YoY
- Full-year 2026 guidance reaffirmed: revenue $1.625B-$1.700B, adjusted EPS $1.15-$1.25
- Customer retention rate of 97% in Q1
- $19.5M in shares repurchased during Q1 under $100M buyback program
- Voluntary debt prepayments of $25M in Feb and $25M in May 2026
Financial Impact
Revenue beat consensus by $12M (3.2%); adjusted EPS beat by $0.05 (23.8%)
Risk Factors
- Flat hiring environment could pressure future screening volumes
- High leverage ($2.06B net debt vs $1.29B equity) limits financial flexibility
- Integration costs from Sterling acquisition continue to weigh on GAAP profitability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-210077 |
| Document: fa-20260507.htm | 0001193125-26-210077 |
| Document: 0001193125-26-210077-index-headers.html | 0001193125-26-210077 |
| Document: 0001193125-26-210077-index.html | 0001193125-26-210077 |
| Document: 0001193125-26-210077.txt | 0001193125-26-210077 |
| 8-K Data (Synthetic) | 0001193125-26-210077 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Press Release | $19.66 | awaiting T+20 | — | $21.25 (+8.09%) |
Oct 15, 2026 11d ago | Press Release | $20.08 | awaiting T+20 | — | $21.25 (+5.83%) |
Aug 10, 2026 11w ago | S-3ASR | $21.17 $20.55 | ▲ +2.93% | ▲ +1.87% | $21.25 (−0.38%) |
May 7, 2026 24w ago | 8-K | $15.76 $16.02 | ▲ +1.65% | ▼ −1.49% | $21.25 (+34.84%) |
Apr 24, 2026 26w ago | DEFA14A | $12.58 $15.29 | ▲ +21.54% | ▲ +16.59% | $21.25 (+68.92%) |
Apr 16, 2026 27w ago | Press Release | $12.51 $14.77 | ▲ +18.07% | ▲ +12.70% | $21.25 (+69.86%) |
Mar 2, 2026 34w ago | Insider Cluster | $11.76 $11.44 | ▼ −2.72% | ▲ +5.22% | $21.25 (+80.70%) |
Mar 2, 2026 34w ago | Insider Cluster | $11.76 $11.44 | ▼ −2.72% | ▲ +5.22% | $21.25 (+80.70%) |
Feb 26, 2026 34w ago | 8-K | $11.69 $11.29 | ▼ −3.42% | ▲ +2.98% | $21.25 (+81.78%) |
US Market Status
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