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Jun 30, 2025
Verisk Q2 2025 Earnings Report
Verisk reported strong second-quarter 2025 financial results, with significant revenue and adjusted EBITDA growth, and strategic acquisitions.
Key Takeaways
Verisk delivered a strong second quarter, exceeding expectations with robust revenue growth of 7.8% and adjusted EBITDA growth of 11.9%. The company's strategic focus on data analytics and technology for the global insurance industry, coupled with key acquisitions, drove solid operational performance and increased its full-year outlook.
Second-quarter revenue increased by 7.8% to $773 million, with organic constant currency (OCC) revenue growth of 7.9%.
Adjusted EBITDA rose by 11.9% to $445 million, demonstrating strong operating leverage and cost discipline.
Diluted adjusted EPS grew by 8.0% to $1.88, reflecting solid operational performance and a lower average share count.
The company made strategic acquisitions, including SuranceBay for $162.5 million and a definitive agreement to acquire AccuLynx for $2.35 billion, expanding its capabilities in the insurance industry.
Revenue by Segment
Forward Guidance
Verisk has raised its full-year 2025 revenue and adjusted EBITDA outlook, reflecting confidence in continued strong operational performance and strategic acquisitions.
Positive Outlook
- Total revenue guidance raised to $3,090M – $3,130M from $3,030M – $3,080M.
- Adjusted EBITDA guidance raised to $1,700M – $1,740M from $1,670M – $1,720M.
- Adjusted EBITDA margin maintained at 55.0% – 55.8%, indicating sustained profitability.
- Capital expenditures guidance remains stable at $245M – $265M, suggesting continued investment in growth.
- Dividend per share maintained at $1.80, indicating consistent shareholder returns.
Challenges Ahead
- Diluted adjusted EPS guidance narrowed to $6.80 – $7.00 from $6.80 – $7.10, with the upper end slightly reduced.
- Interest expense guidance increased to $190M – $210M from $145M – $165M, indicating higher borrowing costs.
- No specific negative operational outlook points were highlighted in the guidance beyond the financial adjustments.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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