The earnings call reflects a strong performance driven by significant revenue growth, successful M&A activity, and strategic investments in talent and technology. However, the company faces challenges with margin pressures, property pricing headwinds, and interest expenses, leading to a balanced outlook.

Company Guidance

In the third quarter of 2025, Ryan Specialty Holdings demonstrated robust financial performance with a total revenue growth of 25%, driven by a 15% organic growth and 10% from mergers and acquisitions (M&A). The company's adjusted EBITDAC increased by 23.8% to $236 million, with an adjusted EBITDAC margin of 31.2%. Adjusted earnings per share rose by 14.6% to $0.47. The firm emphasized its strategic focus on M&A and talent acquisition, highlighting that these investments are crucial for long-term growth despite near-term margin pressures. The company anticipates maintaining double-digit organic growth into 2026, with a strategic pivot allowing for flexibility in prioritizing investments in talent, technology, and innovative market solutions. The management also adjusted its previously communicated target for a 35% adjusted EBITDAC margin, focusing instead on seizing current growth opportunities and creating sustainable value for shareholders.

Strong Revenue and Growth

Total revenue grew by 25% for the third quarter, driven by organic revenue growth of 15% and M&A contributing nearly 10 percentage points. Adjusted EBITDAC grew 23.8% to $236 million.

Successful M&A Activity

The company remained active in M&A with a robust pipeline, positioning well for long-term inorganic growth. Recent acquisitions have added significant contributions to the top line.

Talent Acquisition and Strategic Investment

Ryan Specialty successfully onboarded key talent and invested in strategic areas such as technology and innovative product development, enhancing long-term growth prospects.

Double-Digit Organic Growth

The company expects to deliver yet another year of double-digit organic growth in 2025 and is well positioned for similar growth into 2026.

Ryan Specialty Group (RYAN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RYAN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	0.49 / -	0.45	―	―	―
Oct 30, 2025	2025 (Q3)	0.47 / 0.47	0.41	14.63% (+0.06)
Jul 31, 2025	2025 (Q2)	0.65 / 0.66	0.58	13.79% (+0.08)
May 01, 2025	2025 (Q1)	0.39 / 0.39	0.35	11.43% (+0.04)	―
Feb 20, 2025	2024 (Q4)	0.45 / 0.45	0.35	28.57% (+0.10)	―
Oct 30, 2024	2024 (Q3)	0.41 / 0.41	0.32	28.12% (+0.09)	―
Aug 01, 2024	2024 (Q2)	0.56 / 0.58	0.45	28.89% (+0.13)	―
May 02, 2024	2024 (Q1)	0.35 / 0.35	0.26	34.62% (+0.09)	―
Feb 27, 2024	2023 (Q4)	0.34 / 0.35	0.27	29.63% (+0.08)	―
Nov 02, 2023	2023 (Q3)	0.31 / 0.32	0.25	28.00% (+0.07)	―

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
Oct 30, 2025	$50.58	$54.69	+8.13%
Jul 31, 2025	$60.94	$57.61	-5.46%
May 01, 2025	$64.43	$66.48	+3.18%
Feb 20, 2025	$68.08	$64.89	-4.69%

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 Mar 03, 2026, After Close (Confirmed).

What is Ryan Specialty Group (RYAN) earnings time?

Ryan Specialty Group (RYAN) earnings time is at Mar 03, 2026, After Close (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 (Q4) is 0.49.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing