NYSEConsumer DiscretionaryPersonal ServicesSnapshot 2026-07-09
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Create your account →Intact: The reason to own it still holds.
Andersen Group aims for $980M to $1B revenue in 2026. Adjusted EBITDA is guided to $225M to $250M, showing strong profit growth. The company beat earnings recently and raised guidance. It has a solid free cash flow yield of 26%.
Revenue growth may slow as Q2 guidance is lower than Q1 actuals. Profit margins could compress if costs rise. The sector faces headwinds that may pressure demand.
The market price is well below our fair value of $135.71, which is 223% above the Street median of $42. Our view is more optimistic on growth and profitability than the Street.
Breaks if: Adjusted EBITDA falls below $225M in FY26
Management projects adjusted EBITDA to be in the range of $225 million to $250 million for 2026.
Stated in 2 of last 2 quarters. Adjusted EBITDA guidance for 2026 increased from $213-$220M to $225-$250M. The company reported operating income of $24.08M in 2026-Q1, indicating progress towards the EBITDA target. The trajectory shows delivering on profitability expectations.
“Adjusted EBITDA projected in the range of approximately $225 million to $250 million.”
“Adjusted EBITDA projected at $213 million to $220 million with margins of approximately 22% to 23%.”
Breaks if: Free cash flow yield falls below 20%
Breaks if: Q2 revenue falls below $190M
Management expects second-quarter 2026 revenue to be in the range of $190 million to $205 million.
Newly stated in 2026-Q1. Revenue guidance for Q2 2026 is set at $190M-$205M. The company reported $240.7M in revenue for 2026-Q1, indicating a potential decrease in the upcoming quarter. The trajectory shows a cautious outlook for Q2.
“Second-Quarter 2026 Guidance: Revenue expected to be in the range of approximately $190 million to $205 million.”
Breaks if: Annual revenue falls below $980M in FY26
Management aims to achieve a revenue range of $980 million to $1 billion for the full year 2026.
Stated in 2 of last 2 quarters. Revenue guidance for 2026 increased from $955-$970M to $980M-$1B. Current quarter revenue was $240.7M, indicating progress towards the annual target. The trajectory shows delivering on growth expectations.
“Updated 2026 Full-Year Guidance: Revenue expected to be in the range of approximately $980 million to $1 billion.”
“2026 Guidance: Revenue expected to be approximately $955 million to $970 million, a growth rate of approximately 14% to 15%.”
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