Verisk Analytics, Inc. Q2 FY26 Results — Earnings Call Analysis
Published 29 May 2026 | Professional Services | Market Cap: ₹22.6K Cr
- Verisk expects gradual improvement in organic revenue growth after Q1, which is seen as a trough. - Verisk expects gradual improvement in organic revenue growth through 2026, with Q1 being the trough.
From Verisk Analytics, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Price
₹172.82
Market Cap
₹22.6K Cr
P/E Ratio
26.2
Revenue Rank
Margin Rank
How does Verisk Analytics, Inc. rank in Professional Services?
Compare Verisk Analytics, Inc. against every Professional Services company this quarter on revenue, margins and earnings-call signals.
📊 Revenue & Sales Performance
Rank 4- →Verisk expects gradual improvement in organic revenue growth after Q1, which is seen as a trough.
- →Subscription revenue growth remains strong and sustainable, with high single-digit growth expected.
- →The company anticipates steady build in reported revenue throughout 2026, despite some Q2 headwinds from tough year-over-year comparisons.
- →New product innovations, especially AI-driven solutions and enhanced data analytics (e.g., aerial imagery, digital media forensics), are driving incremental revenue growth.
- →Multiyear client contracts averaging 4-5 years provide pricing strength and revenue visibility.
- →Verisk sees expanding cross-sell opportunities and enterprise solution integrations that support broader adoption.
- →Long-term growth targets for 2026 align with continued margin expansion and solid cash generation.
- →Short-term growth is modestly below typical levels due to factors like weather and contract issues but is expected to rebound.
📈 Profitability & Margins
Rank 3- →Verisk expects gradual improvement in organic revenue growth through 2026, with Q1 being the trough.
- →Consolidated revenue guidance for 2026: $3.19 billion to $3.24 billion.
- →Adjusted EBITDA expected between $1.79 billion and $1.83 billion, with a margin of 56% to 56.5%.
- →Adjusted EPS guidance for 2026: $7.45 to $7.75 per share.
- →Margins expected to gradually expand, supported by operational leverage and efficiency despite increased AI and technology investments.
- →Interest expense expected to be higher in the coming quarters due to new debt issuance, but tax rate stable at 23%-26%.
- →Solid cash generation and commitment to shareholder returns continue, including dividends and share repurchases.
- →Long-term growth targets remain intact, with confidence in delivering growth in line with these goals.
🏗️ Capital Expenditure Plans
Yes- →The company is investing in new technology and data infrastructure to build AI-ready and MCP (Model Context Protocol) solutions.
- →Continuous investment is being made behind continuous data refreshment and expansion of analytical capabilities, such as in aerial imagery and anti-fraud AI-powered solutions.
- →Strategic investments include scaling practical AI applications embedded directly into workflows in underwriting, catastrophe, risk, and specialty business areas.
- →Investments support development of new AI-driven platforms, marketplace solutions, and agentic technologies to enable innovation across the insurance value chain.
- →They are actively engaging in partnerships with clients, regulators, and frontier model companies to leverage data for AI applications, emphasizing accountability, governance, and intellectual property protection.
- →The company highlights sustained capital allocation to high-return initiatives and innovation as part of its long-term growth strategy.
💰 Fundraising & Capital Structure
No information- →No indication of new fundraising through debt or equity was mentioned.
- →The company is focused on returning capital to shareholders via dividends and share repurchases.
- →In Q1 2026, they initiated a $1.5 billion accelerated share repurchase program.
- →The company has approximately $1 billion remaining under its share repurchase authorization.
- →No references were made to plans for raising additional debt or equity capital in the discussed pages.
📋 Order Book & Pipeline
No information- →The company is experiencing a "robust" and "competitive" sales pipeline with strong client interest, particularly in AI-driven solutions.
- →There is a faster pace of trials and an increasing number of proofs of concept (POCs) for AI solutions, with over 20 follow-up meetings set up for augmented underwriting.
- →Cross-sell opportunities remain strong, with active pipelines of trials, POCs, engagement, and new subscriptions on new products.
- →While sales cycles for some AI solutions are extended due to governance and compliance complexities, the overall pipeline is growing.
- →Large clients have recommitted to long multiyear contracts averaging 4-5 years, reflecting strong orderbook visibility.
- →Engagement from clients is broad across multiple business lines, including underwriting, claims, catastrophe, and specialty solutions.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Continue your research
Others in Professional Services this season
- CACI International Inc (Q2 FY26)
CACI International Inc Q2 FY26 quarterly results analysis. Continued strong growth expected in fiscal year 2027, supported by a nearly 4-year revenue backlog. M
- TransUnion (Q2 FY26)
TransUnion Q2 FY26 quarterly results analysis. Trusted Call Solutions (TCS) expected to grow from $27M in 2021 to $200M by end of 2026, and $300M by 2028 (p.13)
- Leidos Holdings, Inc. (Q2 FY26)
Leidos Holdings, Inc. Q2 FY26 quarterly results analysis. Intelligence and Digital segment revenues grew 7% YoY, driven by recent contract awards and acquisitio
- SS&C Technologies Holdings, Inc. (Q2 FY26)
SS&C Technologies Holdings, Inc. Q2 FY26 quarterly results analysis. SS&C raised its 2026 revenue guidance to $6.664 billion - $6.824 billion, expecting 5.3% or
Frequently Asked Questions
What were Verisk Analytics, Inc. Q2 FY26 results?
- Verisk expects gradual improvement in organic revenue growth after Q1, which is seen as a trough. - Verisk expects gradual improvement in organic revenue growth through 2026, with Q1 being the trough.
What is Verisk Analytics, Inc. share price analysis?
Verisk Analytics, Inc. currently shows a neutral. The stock trades at a P/E of 26.2 with a market cap of $22,643. Investors should review the full earnings analysis for detailed insights.
Is Verisk Analytics, Inc. planning capital expenditure?
- The company is investing in new technology and data infrastructure to build AI-ready and MCP (Model Context Protocol) solutions.
Keep Verisk Analytics, Inc. on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.