Verisk Reports Q2 Results with 4.3% Revenue Growth and $1.98 Earnings Beat

Verisk (VRSK) reported Q2 2026 revenue of $806.3 million, up 4.3% year over year and 5.8% organic constant-currency, for the period ended June 30. Adjusted diluted EPS was $1.98, up 5.3% and about 2.4% above the $1.93 analyst consensus.

Growth was broad-based. Underwriting, the larger segment, generated $569 million, up 3.5% reported (5.6% organic constant-currency), aided by pricing on model enhancements and catastrophe solutions. Claims revenue rose 6.3% reported (6.1% organic constant-currency) to $237 million on anti-fraud analytics and property-restoration demand. Underlying subscription revenue, Verisk's preferred growth gauge, grew 8.0% organic constant-currency, again outpacing transactional revenue.

Verisk reaffirmed its full-year 2026 outlook: revenue of $3.19 billion to $3.24 billion and adjusted EPS of $7.45 to $7.75, unchanged from the ranges set earlier this year. It also executed $200 million of its $1.5 billion accelerated share repurchase program in the quarter and paid a $0.50-per-share dividend.

Shares traded higher after the print, near $222.76, up roughly 4.9% intraday, as the EPS beat and reaffirmed guidance outweighed a 9.8% drop in net income to $229 million. Investors will watch whether Underwriting reaccelerates toward Verisk's 6-8% medium-term growth target, and whether subscription strength keeps offsetting softer transactional demand.

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