Earnings summaries and quarterly performance for Dun & Bradstreet Holdings.
Research analysts who have asked questions during Dun & Bradstreet Holdings earnings calls.
Andrew Steinerman
JPMorgan Chase & Co.
3 questions for DNB
Ashish Sabadra
RBC Capital Markets
3 questions for DNB
Craig Huber
Huber Research Partners
3 questions for DNB
Kyle Peterson
Needham & Company
3 questions for DNB
Faiza Alwy
Deutsche Bank
2 questions for DNB
Keen Fai Tong
Goldman Sachs Group Inc.
2 questions for DNB
Surinder Thind
Jefferies Financial Group
2 questions for DNB
Wahid Amin
Bank of America
2 questions for DNB
Alexander EM Hess
JPMorgan Chase & Co.
1 question for DNB
Bill Chi
RBC Capital Markets
1 question for DNB
Brendan
Barclays
1 question for DNB
Brendan Popson
Barclays
1 question for DNB
George Tong
Goldman Sachs
1 question for DNB
Patrick O'Shaughnessy
Raymond James
1 question for DNB
Recent press releases and 8-K filings for DNB.
- The Global Business Optimism Index dropped 6.5% for Q3 2025, marking the third consecutive quarterly decline and reaching its lowest level since late 2023, driven by persistent macroeconomic uncertainty and supply chain vulnerabilities.
- The decline in optimism was also reflected in other indices, with the Global Supply Chain Continuity Index falling 9.7% (down 18.6% year-to-date) and the Global Business Investment Confidence Index falling 13.1%, indicating a third straight decline in investment confidence.
- Businesses are contending with margin compression due to slowing demand and persistently high input costs, leading to significant declines in optimism for sectors such as textiles (-17.0%), electricals (-15.0%), metals (-12.7%), and automotives (-9.7%).
- In response to the uncertain environment, businesses are pivoting inward to domestic markets, with 34% identifying domestic growth as a top fallback strategy, and are delaying capital expenditures and deleveraging their balance sheets.
- On June 12, 2025, Dun & Bradstreet held a virtual special meeting with 349,614,330 shares (78.31%) of outstanding common stock represented.
- The Merger Agreement with Denali was approved with 345,907,555 votes in favor, 3,049,985 against and 656,790 abstentions.
- A non-binding advisory vote on merger-related executive compensation passed with 344,402,070 votes in favor, 4,510,109 against and 702,151 abstentions.
- Revenue & Organic Growth: Reported Q1 2025 revenue of $579.8 million with 3.6% organic growth on a constant currency basis.
- Adjusted EBITDA: Increased to $210.9 million with a 36.4% margin, reflecting improved operating performance and cost efficiency.
- GAAP Performance: Narrowed GAAP net loss from $23.2 million to $(15.8) million compared to Q1 2024.
- Non-GAAP Results: Achieved adjusted net income of $90.9 million, underscoring strong underlying performance.
- Operational Efficiency: Enhanced cost management backed by regional contributions from North America and International segments.
- Dun & Bradstreet has entered into a definitive agreement to be acquired by Clearlake Capital Group, with the transaction valued at $7.7 billion.
- Shareholders will receive $9.15 per share in cash, and the acquisition is expected to close in the third quarter of 2025, subject to customary conditions and approvals.
- The Board of Directors unanimously approved the merger, marking a significant strategic milestone for the company.
- Dun & Bradstreet reported Q4 2024 adjusted revenues of $632 million with 0.3% organic constant currency growth, and full-year 2024 adjusted revenues of $2,382 million with 3% organic constant currency growth.
- Q4 2024 revenue was negatively impacted by $9 million due to deal delays from the ongoing strategic review process and $6 million from exiting non-advantageous partnerships.
- For the full year 2024, adjusted EBITDA increased by 4% to $927 million, and adjusted diluted EPS was $0.98.
- The company provided 2025 guidance including total revenues of $2,440-$2,500 million (2.5%-5% increase), organic constant currency revenue growth of 3%-5%, adjusted EBITDA of $955-$985 million, and adjusted EPS of $1.01-$1.07.
- The outcome of the strategic review process, which began with inbound interest, is expected to be shared in Q1 2025, with the board open to various options to maximize shareholder value.
Quarterly earnings call transcripts for Dun & Bradstreet Holdings.
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