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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jason Haas | Wells Fargo | 7 (14%) |
| George Tong | Goldman Sachs | 7 (0%) |
| Toni Kaplan | Morgan Stanley | 7 (14%) |
| Kelsey Zhu | Autonomous Research | 7 (0%) |
| Andrew Nicholas | William Blair | 6 (0%) |
| Faiza Alwy | Deutsche Bank | 6 (0%) |
| Jeff Meuler | Robert W. Baird | 6 (0%) |
| Dave Motemaden | Evercore ISI | 5 (20%) |
| Greg Peters | Raymond James | 5 (20%) |
| Manav Patnaik | Barclays | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 1 | 7 (14%) |
| RBC Capital Markets | 2 | 7 (14%) |
| Morgan Stanley | 1 | 7 (14%) |
| Redburn Atlantic |
On July 27, 2026, Verisk Analytics determined that Nick Daffan will no longer serve as Executive Vice President and Chief Information Officer effective August 3, 2026. Mr. Daffan, who has been with the company more than 20 years, will transition to the role of Strategic Advisor serving through the end of the year. No successor was named in the filing.
| 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% |
| 2 |
| 7 (29%) |
| Barclays | 2 | 7 (0%) |
| Goldman Sachs | 1 | 7 (0%) |
| Autonomous Research | 1 | 7 (0%) |
| William Blair | 2 | 7 (0%) |
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.
Revenue Growth | Demand | Pricing | Competitive Dynamics | Cloud & AI | M&A | Capital Allocation | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 6 | 3 | 1 | 1 | 3 | ||
| 2025Q1 | 6 | 6 | 3 | 3 | 1 | 1 | 3 | 2 |
| 2025Q2 | 5 | 4 | 3 | 3 | 1 | 8 | 2 | 2 |
| 2025Q3 | 7 | 5 | 2 | 4 | 3 | 4 | 2 | |
| 2025Q4 | 4 | 4 | 4 | 4 | 4 | 1 | 2 | |
| 2026Q1 | 4 | 5 | 5 | 3 | 7 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 8 | 6 | 5 | 7 | 4 | 4 |
| Demand | 6 | 6 | 4 | 5 | 4 | 5 |
| Pricing | 3 | 3 | 3 | 2 | 4 | 5 |
| Competitive Dynamics | 1 | 3 | 3 | 4 | 4 | 3 |
| Cloud & AI | 1 | 1 | 3 | 4 | 7 | |
| M&A | 1 | 1 | 8 | 4 | 1 | |
| Capital Allocation | 3 | 3 | 2 | 2 | ||
| Innovation & R&D | 2 | 2 | 2 | 1 |
| $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VRSK Verisk | 6 | +3.9% | |
| EFX Equifax | 8 | +14.3% |