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Ryan Specialty Group (RYAN)
NYSE:RYAN
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.67Last Year’s EPS
0.58Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 6.11%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The call presented a strong overall performance with significant revenue growth driven by organic growth and strategic M&A activities. However, challenges in the property market and a reported GAAP net loss due to tax restructuring present areas of concern. Despite these issues, the company's strategic positioning and robust M&A pipeline suggest a positive outlook.Company Guidance
In the first quarter of 2025, Ryan Specialty Holdings reported a robust financial performance with total revenue growth of 25% to $690 million, driven by organic revenue growth of 12.9% and significant contributions from mergers and acquisitions (M&A), which added 13 percentage points. Adjusted EBITDA increased by 27.5% to $201 million, with an expanded adjusted EBITDA margin of 29.1%, up 60 basis points. Adjusted earnings per share grew by 11.4% to $0.39, despite a GAAP net loss of $4 million, impacted by a non-recurring, non-cash deferred tax expense. The company's M&A activities, including the acquisition of USQ Risk, added approximately $11 million in incremental annualized revenue, bolstering its alternative risk offerings. Ryan Specialty remains focused on executing its M&A strategy, maintaining its guidance for 2025, with expectations of 11-13% organic revenue growth and an adjusted EBITDA margin of 32.5-33.5%. The company continues to invest in talent, technology, and platform improvements, positioning itself for sustained growth and profitability.Strong Revenue Growth
Total revenue grew by 25% to $690 million, driven by organic revenue growth of 12.9% and significant contributions from M&A, adding 13 percentage points.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA grew 27.5% to $201 million, with the adjusted EBITDA margin expanding 60 basis points to 29.1%.
Successful M&A Activity
The acquisition of USQ Risk added $11 million of incremental annualized revenue. The company has a robust M&A pipeline including small, midsize, and large deals.
Casualty and Transportation Growth
Strong growth in casualty practice, particularly in habitational risks, transportation, construction, and healthcare.
Strategic Positioning and Talent Acquisition
Continued investment in operations and technology, and recruitment of top-flight talent to drive sustainable growth.
RYAN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RYAN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2025 | $64.70 | $66.75 | +3.17% |
Feb 20, 2025 | $68.36 | $65.15 | -4.70% |
Oct 30, 2024 | $68.62 | $65.54 | -4.49% |
Aug 01, 2024 | $62.09 | $68.11 | +9.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ryan Specialty Group (RYAN) report earnings?
Ryan Specialty Group (RYAN) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Ryan Specialty Group (RYAN) earnings time?
Ryan Specialty Group (RYAN) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RYAN EPS forecast?
RYAN EPS forecast for the fiscal quarter 2025 (Q2) is 0.67.