Experian (EXPN) Q1 2027 TU earnings summary

Executive summary

• Q1 revenue growth was in line with expectations; full-year expectations unchanged.

• Organic revenue grew 7%; B2B grew 9% globally, while Consumer Services grew 2%, affected by two North America breach-contract wind-downs.

• Data assets, scaled platforms and AI-enabled opportunities supported growth and client engagement.

Financial highlights

• Revenue from ongoing activities rose 10% at actual rates, 8% at constant currency and 7% organically.

• Excluding data breach contracts, organic revenue growth was 8%.

• Acquisitions contributed 1 percentage point to revenue growth; FX was a 2-point tailwind.

• B2B organic revenue grew 9%; Consumer Services grew 2%, impacted by contract roll-off.

Outlook and guidance

• FY27 organic revenue growth guidance remains 6%-8%, with ~1% inorganic contribution.

• FX expected to be a 1%-2% tailwind for revenue and benchmark EBIT; organic constant-currency margin progression of 50 basis points anticipated.

• Strong sales pipelines underpin confidence in achieving guidance.

• H1 results for the six months ending 30 September 2026 are scheduled for 18 November 2026.