Brief: Ryan Specialty Q2 Adjusted EPS USD 0.66 Vs. IBES Estimate USD 0.65

Ryan Specialty Holdings

31/07/2025 21:05

Overview

Ryan Specialty Q2 revenue grows 23% yr/yr, beating analysts' expectations

Adjusted EPS rises 13.8% to $0.66, beating estimates, per LSEG data

Adjusted EBITDAC increased 24.5% yr/yr

Outlook

Ryan Specialty expects full-year 2025 organic revenue growth of 9%-11%

Company projects 2025 adjusted EBITDAC margin between 32.5% and 33%

Result Drivers

REVENUE GROWTH - Driven by new client wins, expanded relationships, and E&S market growth

ACQUISITIONS - Recent acquisitions contributed to revenue increase

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$855.17 mln
$832.90 mln (8 Analysts)
Q2 Adjusted EPS
Beat
$0.66
$0.65 (14 Analysts)
Q2 Adjusted Net Income
$184.68 mln
Q2 Net Income
$124.70 mln
Q2 Operating Income
$191.05 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

Wall Street's median 12-month price target for Ryan Specialty Holdings Inc is $79.00, about 23.8% above its July 30 closing price of $60.16

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release: ID:nBw62ZrmKa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)