| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 806.30 | 3.0% | 4.4% |
| Total Income | 806.30 | 3.0% | 4.4% |
| Expenditure | 442.60 | 2.8% | 5.8% |
| PBT | 303.40 | 1.6% | 7.5% |
| Net Profit | 228.60 | 2.4% | 9.8% |
| OPM | 45.11% | 0.10pp | 0.75pp |
| NPM | 28.35% | 1.57pp | 4.43pp |
| EPS | 1.75 | 1.2% | 3.3% |
Verisk Reports Q2 2026 Financial Results
29 Jul 2026 · 29 Jul, 4:51 pm
Summary
Verisk announced its second-quarter 2026 financial results, reporting revenue of $806 million, a 4.3% increase year-over-year, driven by a 5.8% rise on an organic constant currency basis. While net income saw a 9.8% decrease to $229 million, adjusted EBITDA grew by 4.2% to $464 million, with a 7.4% increase on an organic constant currency basis. Diluted adjusted EPS rose 5.3% to $1.98, reflecting strong operational performance. The company also highlighted significant increases in operating cash flow and free cash flow, up 49.7% and 57.9% respectively, and continued capital returns through dividends and share repurchases. Management expressed confidence in the company's economic model and strategic investments in AI.
Key Highlights
- 1
Verisk reported second-quarter revenue of $806 million, an increase of 4.3% year-over-year, and 5.8% on an organic constant currency basis.
- 2
Net income for the second quarter was $229 million, a decrease of 9.8% compared to the prior year.
- 3
Adjusted EBITDA, a non-GAAP measure, was $464 million, up 4.2% year-over-year, and up 7.4% on an organic constant currency basis.
- 4
Diluted GAAP earnings per share (EPS) was $1.75, down 3.3% from the prior year.
- 5
Diluted adjusted EPS, a non-GAAP measure, increased by 5.3% to $1.98.
- 6
Net cash provided by operating activities increased by 49.7% to $366 million, and free cash flow increased by 57.9% to $298 million.
- 7
The company paid a cash dividend of 50 cents per share on June 30, 2026, and executed a $200 million Accelerated Share Repurchase program.
Management Comments
Lee Shavel
Our solid second-quarter financial performance reflects the durability of Verisk’s economic model and the operational discipline with which we are managing the business. Our strong underlying subscription revenues are a demonstration of the essential role we play in helping insurance industry participants make better decisions across underwriting and claims and the deep client relationships and connection we have within the industry. We continue to invest in our proprietary datasets, and deploy advanced AI technologies across these unmatched data assets, in order to deliver innovative and distinctive insights that deepen client value and support future growth. These investments, combined with our operational discipline, position us well to deliver sustainable long-term value for clients and shareholders.
Elizabeth Mann
I am pleased to share that Verisk delivered second-quarter financial results that reflect the sequential acceleration in growth we previously articulated. In the second quarter 2026, we grew revenue 5.8% on an OCC basis with 8.0% underlying subscription growth and delivered 7.4% OCC adjusted EBITDA growth and healthy margins. Our strong cash flow generation enables us to invest at scale in advanced technologies, including AI, while also returning significant capital to shareholders through repurchases and dividends. We are reaffirming our financial outlook for 2026 and continue to have confidence that as we move into the second half of the year, our growth should return to levels consistent with our Investor Day targets.
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