The company nearly doubled 2025 revenue to $1.57B, improved non-GAAP profitability, and issued 2026 guidance targeting up to $1.7B revenue and higher adjusted earnings. Management highlighted digital identity as a growth engine and set 2026 revenue at $1.625B–$1.7B with a new $100M buyback program, signaling confidence in growth momentum.
Cyborg Score Rationale
First Advantage's annualized revenue growth of 43.6% over the last two years is above its five-year trend, suggesting strong and recently accelerated demand. The company reported strong Q4 2025 results that beat analyst expectations on both revenue and profit and issued an optimistic full-year outlook. However, underwhelming 0.9% return on capital reflects management's difficulties in finding profitable growth opportunities.
Top Insights
Q4 2025 revenue of $420M represented 36.8% growth with adjusted EPS of $0.30, both exceeding Wall Street forecasts.
The company conducts more than 200 million screens annually across over 200 countries and territories, supported by proprietary databases containing over 1 billion records.
Digital identity business cited as a growth engine driving 2026 revenue guidance and buyback authorization.
The technology platform integrates with over 75 human capital management systems, creating seamless workflow for employers.
Named Competitors
HireRight — Background screening provider
Sterling Check — Background screening provider
Accurate Background — Background screening provider
Workforce Solutions — HCM with integrated screening services
Recent Developments
(February 2026) Nearly doubled 2025 revenue to $1.57B with improved profitability and issued 2026 guidance targeting $1.66B-$1.7B
(February 2026) Authorized $100M share repurchase program signaling management confidence
(March 2026) Scheduled to participate in Wolfe FinTech Forum and BofA Securities conferences
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