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Accelerant Holdings Class A (ARX)
NYSE:ARX
US Market
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Accelerant Holdings Class A (ARX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 28, 2025
Before Open (Confirmed)
Period Ending
Consensus EPS Forecast
Last Year’s EPS
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 28, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects strong growth in premium and revenue, improved margins, and successful member and partner expansions. However, there are concerns about the impact of FX on net income and dependence on specific partners. The overall sentiment is positive but with some areas to watch.
Company Guidance
During the Accelerant Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter of 2025, highlighting expected Exchange Written Premiums to range between $1.01 billion and $1.04 billion, representing growth of 14% to 17% compared to the same period in 2024. The adjusted EBITDA for the third quarter is anticipated to be between $41 million and $51 million, excluding a minority interest sale in one of their member MGAs, which is expected to contribute an additional $25 million to $30 million in adjusted EBITDA. Including this transaction, the total adjusted EBITDA is projected to be between $66 million and $81 million, indicating growth of 154% to 210% over the third quarter of 2024. The company emphasized its focus on reducing net retention levels towards a historical norm of approximately 10% and highlighted significant investments in technology to enhance their platform's capabilities.
Strong Growth in Exchange Written Premium
Accelerant generated $1.1 billion in Exchange Written Premium for the second quarter, a 42% increase over the second quarter of 2024, and $3.8 billion for the trailing 12 months, representing 61% growth.
Record Revenue Growth
Revenue grew by 68% to $219 million in Q2 2025 compared to the same period in 2024.
Improved Margins and Profitability
Adjusted EBITDA increased to $63.5 million from $13 million in the second quarter of 2024. Adjusted net income was $29 million compared to a net loss of $700,000 in the previous year.
Expansion of Risk Capital Partners
Accelerant added 16 new members, bringing the total to 248, and saw strong demand from risk capital partners including QBE and Tokio Marine.
Successful IPO and Technology Investments
The company's IPO marked a significant milestone, with ongoing investments in technology to enhance their platform.
Improved Claims and Underwriting Profitability
Claims subrogation rates improved by over 200%, increasing portfolio profitability by 1% of premium for reinsurers.

Accelerant Holdings Class A (ARX) 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

ARX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 28, 2025
2025 (Q2)
0.12 / 0.14
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
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 28, 2025, Before Open (Confirmed).
    What is Accelerant Holdings Class A (ARX) earnings time?
    Accelerant Holdings Class A (ARX) earnings time is at Aug 28, 2025, 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
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