Earnings Call
Jul 29, 2026
Q2 FY2026
EPS Estimate
1.93
EPS Actual
1.98
Post-Earnings Close
$213.15
Earnings Reaction
+0.4%
Verisk posted second quarter 2026 organic constant currency revenue growth of 5.8%, a sequential step-up from the first quarter's 5.6%, with adjusted EPS of $1.98, a 5.3% year-over-year increase that beat the consensus estimate of $1.93. Reported GAAP revenue came in at $806 million, modestly above the $804 million estimate. The beat on the quarter was driven primarily by stronger-than-expected insurance-linked securitization activity within Catastrophe and Risk Solutions, a high-margin transactional revenue stream that management explicitly flagged will not repeat in the third quarter. Subscription revenues, representing 83% of the total, grew 8% on an OCC basis, compounding on 9.3% growth in the prior year period, and remain the backbone of the investment thesis.
Report generated on Jul 31, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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