Advantage Solutions Inc. reported fourth‑quarter 2025 revenue of $932.1 million, surpassing the consensus estimate of $893.93 million. The company posted a net loss of $161.7 million, a reduction from the $177.9 million loss recorded in Q4 2024. Adjusted EBITDA for the quarter was $87.7 million, down 7.3 % from the prior year but still above the $80 million target set by management.
Experiential Services drove the revenue growth, posting a 21.6 % increase to $350 million and an adjusted EBITDA rise of 115.1 % to $45 million. Branded Services, however, saw a 10.4 % decline in revenue to $280 million and a 12 % drop in adjusted EBITDA. Retailer Services grew modestly 1.3 % in revenue to $300 million, with a slight 2 % decline in adjusted EBITDA for the year.
The company reported earnings per share of $-0.50, a loss that narrowed from the $-0.60 EPS recorded in the same quarter a year earlier. Consensus estimates ranged from $0.09 to $0.10, so the loss represents a miss of roughly 600 %. Management reiterated its 2026 guidance, forecasting flat to low‑single‑digit revenue growth and adjusted EBITDA that may decline by mid‑single‑digit percentages. Unlevered free cash flow for 2026 is projected at $250–$275 million.
CEO Dave Peacock highlighted the company’s focus on strengthening its financial foundation, noting that debt refinancing and the divestiture of non‑core assets generated approximately $55 million in proceeds. He also pointed out that the year‑end cash balance stood at $241 million, providing a buffer for future investments.
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