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Ryan Specialty Group (RYAN)
NYSE:RYAN
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.45Last Year’s EPS
0.39Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a balanced picture: strong full-year revenue and profit growth, successful M&A, and rapid expansion of delegated authority and product reach are clear positives. However, material near-term headwinds — notably sharp property price declines, margin pressure from investments, restructuring charges (Project Empower) with backloaded savings, and construction/project delays — temper the outlook for 2026. Management emphasized diversification, resilience, and long-term confidence (share repurchase authorization, continued M&A focus, and strategic investments), but acknowledged that margins and revenue growth will be moderated in the near term.Company Guidance
Strong Full-Year Top-Line Growth
Total revenue for FY2025 exceeded $3.0 billion, up 21% year-over-year, driven by organic growth of 10.1% and meaningful M&A contributions (~10 percentage points).
Sustained Organic Growth Track Record
Delivered 15th consecutive year of double-digit organic growth historically; organic growth was 6.6% in Q4 2025 and 10.1% for the full year 2025.
Profitability and EPS Improvement
Adjusted EBITDAC grew 19.2% to $967 million for FY2025; adjusted EPS increased 9.5% to $1.96. Q4 adjusted EBITDAC was $222 million (up 2.9%).
Delegated Authority Expansion
Delegated authority revenue doubled over two years to $1.4 billion (from $700 million), now representing 47% of total revenue (versus 35% two years ago); platform now manages north of $10 billion of premium across >300 products.
Successful M&A and Strategic Investments
Completed 5 acquisitions in 2025 with trailing revenue >$125 million; invested nearly $2.7 billion across 12 acquisitions over the last two years to expand products, geographies and capabilities (e.g., Velocity, USQ, 360 Underwriting).
Capital Allocation Actions
Board authorized a $300 million share repurchase program and increased the regular quarterly dividend by 8% to $0.13 per share; free cash flow generation remains a strength with disciplined M&A focus.
International and Product Diversification
Expanded international footprint to 24 offices (from 6 in 2023) and grew the number of products significantly (several products up 50% to over 300), enhancing geographic balance and total addressable market.
Strategic Reinsurance & Alternative Capital Moves
Ryan Re expanded relationships (including Nationwide and RAP Re sidecar), increased reinsurance capabilities and launched in-house alternative capital management and benefits capabilities to diversify earnings beyond P&C cycles.
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 |
|---|---|---|---|
Feb 12, 2026 | $44.38 | $38.71 | -12.78% |
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% |
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 Apr 30, 2026, After Close (Confirmed).
What is Ryan Specialty Group (RYAN) earnings time?
Ryan Specialty Group (RYAN) earnings time is at Apr 30, 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 2026 (Q1) is 0.45.