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Dec 31, 2025
Verisk Q4 2025 Earnings Report
Verisk reported fourth-quarter 2025 revenue growth with higher adjusted EBITDA and strong free cash flow generation.
Key Takeaways
Verisk generated fourth-quarter revenue of 778800000, up 5.9% year-over-year, with net income of 197200000 and diluted EPS of 1.42. Adjusted EBITDA increased to 436600000, driving a 56.1% margin, while free cash flow rose to 276100000. Growth was led by Underwriting, partially offset by a slight decline in Claims.
Revenue increased 5.9% year-over-year, or 5.2% on an organic constant currency basis.
Adjusted EBITDA rose 9.8% with margin expanding to 56.1%.
Underwriting revenue grew 8.7%, while Claims declined 0.7%.
Free cash flow increased 38.0% to 276100000.
Revenue by Segment
Forward Guidance
For full year 2026, Verisk expects revenue between 3190000000 and 3240000000, adjusted EBITDA between 1790000000 and 1830000000, adjusted EBITDA margin of 56.0% to 56.5%, and diluted adjusted EPS between 7.45 and 7.75.
Positive Outlook
- Revenue expected to grow to between 3190000000 and 3240000000.
- Adjusted EBITDA projected between 1790000000 and 1830000000.
- Adjusted EBITDA margin expected between 56.0% and 56.5%.
- Diluted adjusted EPS guidance of 7.45 to 7.75.
- Dividend per share expected at 2.00 for full year 2026.
Challenges Ahead
- Tax rate guidance between 23.0% and 26.0%.
- Capital expenditures expected between 260000000 and 280000000.
- Interest expense projected between 190000000 and 200000000.
- Intangible amortization expected at 60000000.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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