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Accelerant Holdings Class A (ARX)
NYSE:ARX
Earnings Data
Report Date
Aug 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: strong exchange written premium, very high net revenue retention (135%), robust member growth and pipeline, substantial improvement in adjusted EBITDA and margins, meaningful progress in diversifying third‑party capital (including a Lloyd's facility), and significant expansion of the company’s data assets. Lowlights were mostly transitional and nonrecurring: timing/implementation delays in moving premium to third‑party insurers, two atypical members that affected comparatives, concentration considerations with Hadron (being actively diversified), and sizeable one‑off IPO/GAAF accounting items that reduce GAAP clarity. Management provided concrete guidance and multi‑year targets (e.g., $5B EWP and $2.1B third‑party DWP for 2026) and emphasized platform momentum and margin durability.Company Guidance
Strong Exchange Written Premium
Exchange written premium of $1.04 billion in Q3 2025 (+17% year‑over‑year; +29% YoY excluding two atypical members). Guidance for Q4 2025 EWP of $1.06–$1.10 billion and full‑year 2026 target of at least $5.0 billion.
High Net Revenue Retention and Member Growth
Net revenue retention of 135% for the quarter. Member count increased to 265 (17 additions in Q3; up from 204 a year ago — ~30% YoY), supporting organic growth and $3.0+ billion of annualized premium in the pipeline.
Improved Profitability and Margin Expansion
Adjusted EBITDA of $105 million in Q3 (over +300% YoY) with adjusted EBITDA margin of 39% vs 17% prior year. Underlying EBITDA (ex $39M irregular investment gains) was $66 million (+153% YoY) with an underlying margin of 29%.
Exchange Services Take Rate and Cash Strength
Exchange Services revenue of $85 million (+34% YoY) driven by take rate expansion to 8% (from 7.1% a year ago). Strong liquidity: $547 million cash held outside the underwriting segment.
Third‑Party Capital Momentum
Third‑party direct written premium of $336 million (32% of EWP), up from 27% the prior quarter. Q4 2025 third‑party DWP guide $415–$430 million and full‑year 2026 target of $2.1 billion (with $1.8B under contract + $200M starting soon + $100M convertible).
Low and Stable Loss Ratio
Gross loss ratio ~50% for the quarter (50.0–50.1%), consistent with management’s target of low‑50s, supported by portfolio design (many small, low‑limit policies) and favorable prior‑year development primarily in property.
Strategic New Risk Capital Partners
Signed 4 new risk exchange insurers including a Lloyd’s of London facility and Ozark Specialty; total third‑party insurers increased to 17. Management expects continued diversification and material third‑party growth in 2026.
Data and Platform Strength
Major data expansion: ingestion of unique exposure attributes increased from 23,000 to 57,000, enhancing risk models and underwriting analytics — cited as a key driver of superior loss performance and organic growth.
ARX Earnings History
Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release | Slides | Play Transcript |
|---|---|---|---|---|---|---|---|
Aug 27, 2026 | 2026 (Q2) | 0.139 | ― | ― | ― | ||
Nov 12, 2025 | 2025 (Q3) | ― | ― | ||||
Aug 28, 2025 | 2025 (Q2) | ― | ― | ― |
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
ARX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 12, 2025 | $12.60 | $13.76 | +9.21% |
Aug 28, 2025 | $29.29 | $21.57 | -26.36% |
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 Accelerant Holdings Class A (ARX) report earnings?
Accelerant Holdings Class A (ARX) is schdueled to report earning on Aug 27, 2026, Before Open (Confirmed).
What is Accelerant Holdings Class A (ARX) earnings time?
Accelerant Holdings Class A (ARX) earnings time is at Aug 27, 2026, Before Open (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 ARX EPS forecast?
Currently, no data Available