Experian plc (EXPN) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by. Welcome to the Experience First Quarter Trading Update webcast and conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, please press star 1 and 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1 and 1 again. Please be advised that today's conference is being recorded. I would now like to turn the conference over to your first speaker, Mr. Brian Cassin, Chief Executive Officer. Please go ahead, sir. Thank you very much. Hello, everybody, and welcome to our Q1 Trading Update call. I'm here as usual, Lloyd, who will take you through the trading performance after my opening remarks. We've had a strong start to FY26. Q1 organic revenue growth was 8%. Continuing our positive trend from Q4, recent acquisitions have added to this to take the total group revenue growth 12% at both constants and actual rates. The acquisitions we completed last year have all performed well in the quarter and we're on track with their integrations. Organic revenue growth was 9% in North America, 5% in Latin America, 1% in the UK and I, and 7% in EMEA Asia Pacific. By segment, B2B organic revenue goes with 8%, with good contributions from both financial services and verticals. Globally, consumer services delivered 6% growth, rising to 13%, excluding the one-off impact of prior year data breach services contribution. Turning to the Q1 regional highlights, starting with North America, where we had a really good first quarter and made a lot of strategic progress. Regional organic revenue growth is 9%, which includes a strong B2B performance of 12%. Ac...