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Ryan Specialty Group Q1 2025 Earnings Report
Ryan Specialty Holdings, Inc. reported a strong start to 2025 with significant revenue and earnings growth, driven by organic expansion and strategic acquisitions.
Key Takeaways
Ryan Specialty Holdings, Inc. announced robust first-quarter 2025 results, with total revenue increasing by 25.0% to $690.2 million and Adjusted EBITDAC growing by 27.5% to $200.5 million. Despite a net loss of $4.4 million, Adjusted Net Income rose by 13.0% to $107.8 million, demonstrating strong underlying performance.
Total revenue increased by 25.0% year-over-year to $690.2 million.
Adjusted EBITDAC grew by 27.5% year-over-year to $200.5 million, with an expanded margin of 29.1%.
Adjusted Net Income increased by 13.0% to $107.8 million, leading to Adjusted Diluted EPS of $0.39.
Organic Revenue Growth Rate was 12.9% for the quarter, reflecting new client wins and expanded relationships.
Revenue by Segment
Forward Guidance
Ryan Specialty is maintaining its full-year 2025 outlook for Organic Revenue Growth Rate and Adjusted EBITDAC Margin, confident in its ability to navigate the macro environment and deliver sustainable growth.
Positive Outlook
- Organic Revenue Growth Rate guidance for full 2025 is between 11.0% – 13.0%.
- Adjusted EBITDAC Margin guidance for full 2025 is between 32.5% – 33.5%.
- Confidence in navigating challenging macro environment due to diverse product offerings and durable business model.
- Resiliency of the specialty and E&S markets supports continued growth.
- Commitment to delivering sustainable growth and creating shareholder value over the long term.
Challenges Ahead
- Unable to provide comparable outlook or reconciliation for Total revenue growth rate or Net income margin due to inherent difficulty in forecasting certain reconciling items.
- Inability to quantify certain amounts necessary for reconciliation, including variations in effective tax rate.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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