Latest Earnings Results: Q3 '26
Estimated EPS
$0.49
Reported EPS
$0.51
Surprise
+5.06%
Estimated Rev
$792.99M
Reported Rev
$789.96M
Surprise
-0.38%
• Reported GAAP EPS of $0.51 up 8.51% YoY • Reported revenue of $789.96M up 4.69% YoY • Ryan Specialty maintained FY2026 Organic Revenue Growth Rate guidance at mid-single digits and guided to Adjusted EBITDAC Margin down modestly compared with the prior year.
Bullish Takeaway
Ryan Specialty grew revenue on client wins, renewal retention and expanded client relationships; net income and adjusted diluted EPS increased, while the company returned $173.7M and is investing in talent, technology, AI and data.
Bearish Takeaway
Ryan Specialty's organic growth rate was 4.0% versus 15.0%; Adjusted EBITDAC margin was lower, compensation and benefits expense increased, and the property portfolio declined amid management's description of an increasingly challenging market.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.46 | -- | -- | N/A |
Q3 '26 | $0.49 | $0.51 | 5.06% | BEAT |
Q2 '26 | $0.60 | $0.74 | 23.82% | BEAT |
Q1 '26 | $0.43 | $0.47 | 8.79% | BEAT |
Q4 '25 | $0.49 | $0.45 | -8.22% | MISSED |