FA FIRST ADVANTAGE CORP

BULLISH Impact: 6/10 8-K
Horizon days Filed May 7, 2026 Processed 1mo ago SEC 0001193125-26-210077
8-K Item 2.02: Earnings release
Latest settled — T+20d
FA ▲ +1.65% at T+20d
LONG call ✓ call won +1.65% · α vs SPY -1.49% · entry $15.76 → $16.02
Next anchor: T+60d in 8w
Currently $15.91 · +0.95% from $15.76 entry
Entry anchored
May 7, 2026
via day open
T+1d
+1.27%
call +1.27% · α +0.44%
$15.96
settled 5w ago
T+5d
-0.51%
call -0.51% · α -2.01%
$15.68
settled 27d ago
T+20d
+1.65%
call +1.65% · α -1.49%
$16.02
settled 5d ago
T+60d
call — · α —
in 8w

Price Chart

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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

Guidance
$1,625M - $1,700M
maintained

Actionable Insight

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.

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%)

revenueadjusted_epsadjusted_ebitdaoperating_cash_flow

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

Exchange
Nasdaq
Sector
Services-Computer Processing & Data Preparation
Analyst Consensus
67% bullish (18 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-210077
Document: fa-20260507.htm0001193125-26-210077
Document: 0001193125-26-210077-index-headers.html0001193125-26-210077
Document: 0001193125-26-210077-index.html0001193125-26-210077
Document: 0001193125-26-210077.txt0001193125-26-210077
8-K Data (Synthetic)0001193125-26-210077
6 reports for FA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FA — sortable, filterable
Type Now
May 7, 2026
4w ago
8-K
BULLISH ★ 6/10
$15.76 $16.02▲ +1.65%▼ −1.49%$15.91 (+0.95%)
Apr 24, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$12.58 $15.29▲ +21.54%▲ +16.59%$15.91 (+26.47%)
Apr 16, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$12.51 $14.77▲ +18.07%▲ +12.70%$15.91 (+27.18%)
Mar 2, 2026
14w ago
Insider Cluster
MIXED ★ 5/10
$11.76 $11.44▼ −2.72%▲ +5.22%$15.91 (+35.29%)
Mar 2, 2026
14w ago
Insider Cluster
MIXED ★ 5/10
$11.76 $11.44▼ −2.72%▲ +5.22%$15.91 (+35.29%)
Feb 26, 2026
14w ago
8-K
BULLISH ★ 8/10
$11.69 $11.29▼ −3.42%▲ +2.98%$15.91 (+36.10%)
Showing 6 of 6

US Market Status

Market Closed — Opens Thu (10h 32m)

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