First Advantage Corporation (NASDAQ:FA ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 10:50 AM EDT Company Participants Steven Marks - Executive VP & CFO Conference Call Participants Peter Christiansen - Citigroup Inc., Research Division Presentation Peter Christiansen Vice President and Analyst Good morning. My name is Pete Christiansen.
First Advantage Corporation (NASDAQ:FA ) Barclays 10th Annual Credit Bureau Forum September 3, 2025 3:15 PM EDT Company Participants Scott Staples - CEO & Director Steven Marks - Executive VP & CFO Conference Call Participants Manav Patnaik - Barclays Bank PLC, Research Division Presentation Manav Patnaik MD, Business & Information Services Equity Research Analyst. Late evening to everybody here who's joining us.
First Advantage Corporation (NASDAQ:FA ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Scott Staples - CEO & Director Stephanie D. Gorman - Vice President of Investor Relations Steven Marks - Executive VP & CFO Conference Call Participants Andrew Charles Steinerman - JPMorgan Chase & Co, Research Division Andrew Owen Nicholas - William Blair & Company L.L.C.
First Advantage (FA) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.21 per share a year ago.
First Advantage (FA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
I upgrade FA to buy, as post-merger execution and deleveraging have exceeded my expectations, reducing prior risks. Integration is ahead of schedule, with strong cost synergies, debt reduction, and accelerating business momentum, including record bookings and high customer retention. The digital identity push has doubled FA's TAM and diversified revenue, offering high-margin, recurring growth less tied to hiring cycles.
First Advantage Corporation (NASDAQ:FA ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Stephanie Gorman - Vice President, Investor Relations Scott Staples - Chief Executive Officer Steven Marks - Chief Financial Officer Conference Call Participants Shlomo Rosenbaum - Stifel Will Chi - RBC Capital Markets Andrew Steinerman - JPMorgan Andrew Nicholas - William Blair Princy Thomas - Barclays Harold Antor - Jefferies Scott Wurtzel - Wolfe Research Jeff Silber - BMO Capital Markets Operator Good day, everyone. My name is Erica, and I will be your conference operator today.
First Advantage (FA) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.17 per share a year ago.
First Advantage Corporation (NASDAQ:FA ) Q4 2024 Earnings Conference Call February 27, 2025 8:30 AM ET Company Participants Stephanie Gorman - Vice President of Investor Relations Scott Staples - Chief Executive Officer David Gamsey - Outgoing Chief Financial Officer Steven Marks - Chief Financial Officer Conference Call Participants Shlomo Rosenbaum - Stifel Andrew Steinerman - JPMorgan Daniel Maxwell - William Blair Ronan Kennedy - Barclays Jeffrey Silber - BMO Capital Markets Kyle Peterson - Needham Scott Wurtzel - Wolfe Research Operator Good day, everyone. My name is David, and I'll be your conference operator today.
First Advantage (FA) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.29 per share a year ago.
Maintain a hold rating on First Advantage due to ongoing macroeconomic uncertainties and increased leverage post-merger with STER. Despite the larger scale of the merger, the growth outlook remains unchanged, with continued poor base revenue and hiring demand. The combined entity's balance sheet is now highly leveraged, raising concerns about liquidity if the negative macro backdrop persists.
First Advantage Corporation's acquisition of Sterling Check led to a leveraged balance sheet and overvalued shares, impacting capital returns negatively. The company aims to integrate Sterling, achieve cost synergies, and focus on deleveraging to improve financial stability and future growth prospects. Despite strong industry positioning, high leverage and limited capital returns make First Advantage less attractive for long-term investors.