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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Verisk (VRSK) is 6/10.
Verisk posted Q1 OCC revenue growth of 4.7% with diluted adjusted EPS of $1.82, up 5.2%, and adjusted EBITDA margin expanding 60 basis points to 55.9% as subscription growth remained durable at 7% on tough comps. FY2026 guidance was reaffirmed unchanged at $7.45-7.75 adjusted EPS, and the company won a competitive RFP for a next-generation underwriting platform. AI client engagement was deepening though extended sales cycles were noted, and transactional revenue continued declining on low weather while the $1.5B ASR capital return program advanced.
Scored from Verisk’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $736M | +8.6% | $1.49 | +24.6% | 43.0% | 28.6% | $200M |
| FY2025 Q1 | $753M | +7.0% | $1.65 | +8.6% | 43.8% | 30.8% | $391M |
| FY2025 Q2 | $773M | +7.8% | $1.81 | -15.8% | 45.9% | 32.8% |
| $189M |
| FY2025 Q3 | $768M | +5.9% | $1.61 | +4.5% | 45.0% | 29.4% | $336M |
| FY2025 Q4 | $779M | +5.9% | $1.42 | -4.7% | 43.6% | 25.3% | $276M |
| FY2026 Q1 | $783M | +3.9% | $1.73 | +4.8% | 45.0% | 29.9% | $326M |
| FY2026 Q2 | $806M | +4.4% | $1.75 | -3.3% | 45.1% | 28.4% | $509M |