First Advantage expects 2026 revenue of $1.72B-$1.745B as it adds $125M Data Diver tuck-in (NASDAQ:FA)
First Advantage (FA) projects 2026 revenue of $1.72B-$1.745B, driven by a $125M acquisition. Q3 2026 saw 14% year-over-year revenue growth, 29.3% adjusted EBITDA margins, and increased adjusted diluted EPS, according to CEO Scott Staples.
How this was made
The 30-second read
Why it matters
The raised revenue outlook and acquisition suggest a bullish outlook for the company.
Market read
New guidance and acquisition could drive short‑term price appreciation.
What to watch
Integration risk of Data Diver acquisition and macro‑economic headwinds could temper growth.
Background
First Advantage provided its Q3 2026 earnings call highlights and forward guidance.
Ticker impact
First Advantage disclosed 2026 revenue guidance of $1.72B-$1.745B and a $125M Data Diver acquisition.
potential upward pressure as market prices in higher revenue outlook
New revenue guidance and acquisition indicate stronger growth trajectory.
Market effects
May lift other background‑check and security‑screening firms.
U.S. market participants focused on security services sector.
Limited to investors tracking U.S. security‑screening stocks.
Counterpoint
If guidance is already priced in, the stock could face disappointment on execution risk.
Key entities
- CompanyFirst Advantage
U.S. listed security‑screening firm (NASDAQ:FA).
- CompanyData Diver
Target of a $125M tuck‑in acquisition.
