Overview
Verisk Q3 revenue up 5.9% to $768 mln, missing analyst expectations
Adjusted EPS for Q3 rises 3.0%, beating analyst expectations
Adjusted EBITDA increased 7.2% to $429 mln, missing estimates
Outlook
Verisk expects full-year 2025 revenue between $3.05 bln and $3.08 bln vs $3.09 bln to $3.13 bln forecast in July
Company maintains full-year 2025 adjusted EPS guidance of $6.80 to $7.00
Verisk anticipates adjusted EBITDA for 2025 between $1.69 bln and $1.72 bln
Result Drivers
LOW SEVERE WEATHER IMPACT - Verisk's revenue growth was negatively affected by a historically low level of severe weather events, impacting growth by approximately 1%
COST DISCIPLINE - Strong operating leverage and cost discipline contributed to an 8.8% OCC adjusted EBITDA growth
CLIENT BASE EXPANSION - Strategic engagements and expanding client base contributed to revenue growth
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$768 mln
$776.09 mln (12 Analysts)
Q3 Adjusted EPS
Beat
$1.72
$1.70 (15 Analysts)
Q3 EPS
$1.61
Q3 Adjusted EBITDA
Miss
$429 mln
$429.51 mln (13 Analysts)
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Verisk Analytics Inc is $300.00, about 22.6% above its October 28 closing price of $232.13
The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 42 three months ago
Press Release: ID:nGNE24WJDS
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
(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.)