Brian Cassin, Experian, Chief Executive Officer

Strong FY26 strategic and financial performance

7am, 20 May 2026 ─ Experian plc, the global data and technology company, today issues its financial report for the year ended 31 March 2026.   

Brian Cassin, Chief Executive Officer, commented:

FY26 was a record year for Experian, with performance at the upper end of our expectations and strong strategic momentum. We delivered Benchmark EPS growth of 15%, reflecting operating leverage ahead of guidance, alongside 13% total and 8% organic revenue growth, at the top of our guidance range. We also achieved another year of very strong post-tax return on capital employed, at 17.2%.

Given the strength of our performance, cash generation and balance sheet flexibility, we have today announced a further US$1 billion share repurchase programme, whilst retaining significant capacity to continue investing in growth opportunities.

Looking ahead, we expect another year of strong growth in FY27, supported by continued expansion of our addressable markets, successful strategic progress, further productivity gains, and whilst taking a prudent approach to macroeconomic uncertainties linked to the Middle East. We expect to deliver another year of double-digit Benchmark EPS growth, underpinned by total revenue growth of 8–11%, organic growth of 6–8%, and margin expansion at the higher end of our Medium-Term Framework.

Benchmark and Statutory financial highlights

1See Appendix 1 (page 14) and note 5 to the financial statements for definitions of non-GAAP measures.
2Organic revenue growth is at constant currency.
3Revenue and Benchmark EBIT for the year ended 31 March 2025 have been re-presented for the reclassification to exited business activities of certain Business-to-Business (B2B) businesses, detail is provided in notes 6(a) and 7 to the financial statements.
4See page 15 for reconciliation of Benchmark EBIT from ongoing activities to Profit before tax.

Highlights

  • Strong performance in FY26. Revenue growth from ongoing activities was 11% at constant exchange rates, and 13% at actual exchange rates. Organic growth was 9% in Q4 and 8% for the full year.
  • Benchmark EBIT from ongoing activities rose 15% at actual exchange rates and 13% at constant currency to US$2,407m.
  • Margin expansion was above our expectations, with Benchmark EBIT margin of 28.6%, up 50 basis points at actual rates and 60 basis points at constant currency, and ahead of our Medium-Term Framework.
  • EPS growth was 15% at actual exchange rates, and 13% at constant exchange rates. Statutory Basic EPS increased by 29%.
  • Benchmark operating cash flow was US$2.2bn, a conversion rate of 93%. Return on invested capital was very strong, with ROCE of 17.2%.
  • Our financial position is supported by consistent cash generation and disciplined capital management, with net debt to Benchmark EBITDA of 1.7x.
  • All regions contributed to organic revenue growth during the year. North America delivered growth of 10%, with performance of 10% in H1 and 9% in H2.
  • Latin America grew 8%, showing good momentum, accelerating from 4% in H1 to 12% in H2.
  • UK and Ireland delivered growth of 2%, with 1% in H1 increasing to 3% in H2. EMEA and Asia Pacific grew 5%, with 6% in H1 and 3% in H2.
  • Consumer Services organic revenue growth was 9%. We now serve over 215 million free members globally.
  • B2B organic revenue growth was 8%, supported by strong performance across alternative data, mortgage, fraud prevention, analytics and our priority growth verticals.
  • As planned, we largely completed our cloud migration in North America and Brazil (excluding Health), creating a strong foundation for future innovation and productivity benefits.
  • Statutory profit before tax of US$1,951m increased by 26% increase year-on-year (FY25: US$1,549m), principally due to revenue growth, favourable non-cash financing fair value remeasurements and lower non-benchmark restructuring costs compared to the prior year.
  • We invested US$792m in acquisitions, expanding our differentiated data and capabilities to advance our strategic priorities.
  • We returned significant capital to shareholders. We executed US$725m in share repurchases during FY26 and increased our full year dividend by 11% to USc 69.25 per ordinary share.
  • We also today announce a new US$1bn share repurchase programme, with the programme valid to 30 June 2027.

View the full press release in PDF format.

Experian

Nadia Ridout-Jamieson, Investor queries, +44 (0)20 3042 4220

Nick Jones, Media queries, +44 (0)7976 734 702

Teneo

Graeme Wilson, Louise Male and Lisa Jarrett-Kerr , +44 (0)20 7353 4200

There will be a presentation today at 9.30am (UK time) to analysts and investors via webcast. To view the slides and listen in online please go to experianplc.com for the link.

Experian will update on third quarter trading for FY26 on 21 January 2026.

Roundings

Certain financial data has been rounded within this announcement. As a result of this rounding, the totals of data presented may vary slightly from the actual arithmetic totals of such data.

Forward-looking statements

Certain statements made in this announcement are forward-looking statements. Such statements are based on current expectations and are subject to a number of risks and uncertainties that could cause actual events or results to differ materially from any expected future events or results referred to in these forward-looking statements. See note 27 to the financial statements for further information on risks and uncertainties facing Experian.

Company website

Neither the content of the Company’s website, nor the content of any website accessible from hyperlinks on the Company’s website (or any other website), is incorporated into, or forms part of, this announcement.

About Experian

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, deliver digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money.

We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments.

We invest in talented people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 25,100 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.


Source: Experian Press Release