EarningsQ2 2026 Earnings Report
MX:VRSK Q2 2026 EPS Results
Actual EPS$35.57
Consensus EPS$34.74
Beat/MissBeat by +$0.83
One Year Ago EPS$33.77
MX:VRSK Q2 2026 Revenue Results
Actual Revenue$14.48B
Expected Revenue$14.44B
Beat/MissBeat by +$40.97M
YoY Revenue Growth+4.36%
Earnings Announcement Details
QuarterQ2 2026
Date07/29/2026
TimeBefore Open
Conference CallWednesday, July 29, 2026
MX:VRSK Upcoming Earnings
Verisk Analytics's next earnings date is estimated for November 5, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:VRSK Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive operational and strategic picture: solid organic growth (5.8% OCC), strong subscription expansion (8%), healthy adjusted EBITDA growth (7.4%), large cash-flow generation (+50% operating cash, +58% FCF), meaningful AI traction (XactAI scale, Premium Audit AI, Anthropic MCP connectors), and successful product and model launches (Synergy Studio and reengineered U.S. tropical cyclone model) including a strategic acquisition. Against these positives were notable near-term headwinds: GAAP net income and EPS declines, weaker transactional revenues (down 4.2% OCC), higher interest and tax expenses, elongated sales cycles tied to AI governance, and the carryover impact of unusually low weather activity and seasonal ILS timing. Management reaffirmed full-year guidance and signaled confidence in a gradual recovery in OCC growth in H2. On balance, the operational momentum, cash generation, strategic product launches and AI commercialization progress outweigh the transitory and structural challenges described.Company Guidance
Organic Revenue Growth Accelerating
Organic constant currency (OCC) revenue growth of 5.8% in Q2 2026 (sequential improvement from prior periods) with balanced growth across underwriting and claims.
Subscription Revenue Strength
Subscription revenues grew 8% on an OCC basis, comprised 83% of total revenue, demonstrating resilience and strong price realization in renewals.
Adjusted EBITDA and Margin Performance
OCC adjusted EBITDA grew 7.4% year-over-year and total adjusted EBITDA margin was 57.5% (down 10 bps versus prior year but prior year benefited from a 120 bps FX boost).
Strong Cash Generation and Capital Return
Net cash from operating activities rose 50% to $366 million and free cash flow increased 58% to $298 million. Q2 dividend increased 11% to $0.50 per share and 8.5 million shares were retired in H1 2026 (ASR activity; ~$800 million remaining repurchase authorization).
AI Adoption and Product Traction
Rapid AI adoption: XactAI licensees rose nearly 10x since March to almost 7,000 users; Premium Audit AI is showing commercial renewal benefits; first production MCP connectors launched with Anthropic and a top 10 carrier already using an MCP.
New Platform and Model Launches Delivered On Time and On Budget
Released Verisk Synergy Studio (cloud-native catastrophe modeling platform) and a reengineered U.S. tropical cyclone model on time and on budget; first clients onboarded with positive feedback and a pipeline of migrations.
Data Expansion and New Contributors
Onboarded 8 new Core Lines contributors and 10 contributors to the excess & surplus dataset, bringing the dataset coverage to over $18 billion in historical and current premium.
Strategic Acquisition to Enhance Real-Time Intelligence
Closed tuck-in acquisition of McKenzie Intelligence Services to add geospatial intelligence and event response capabilities, enhancing real-time catastrophe and conflict analysis.
MX:VRSK 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