
• Reported GAAP EPS of $0.14 up 163.64% YoY • Reported revenue of $795.23M up 15.22% YoY • Ryan Specialty expects a mid-single digit Organic Revenue Growth Rate for full year 2026, alongside an Adjusted EBITDAC Margin decrease of 100 to 150 basis points compared to the prior year.
Bullish
Ryan Specialty achieved strong total revenue growth and significant net income improvement, driven by organic expansion and strategic investments in technology, AI, and data capabilities.
Bearish
Ryan Specialty anticipates a considerably challenging near-term environment with increasing industry headwinds; total operating expenses rose, and the company experienced a moderate decline in its property portfolio.