$VRSK · Verisk Analytics, Inc.
Verisk reported Q3 FY2026 (ended September 30, 2026) results: revenue $809M, up 5.3% reported and 7.4% on an organic constant currency basis. Net income fell 2.8% to $219M, while adjusted EBITDA rose 7.0% to $459M. Diluted adjusted EPS was $1.96, up 14.0%. Free cash flow fell 40.5% to $200M on collection timing, higher interest payments, and a non-recurring prior-year tax refund. Full-year 2026 guidance was maintained.
- Revenue $809M, up 5.3% reported and 7.4% OCC
- Diluted adjusted EPS $1.96, up 14.0%
- Net income $219M, down 2.8%
- Free cash flow $200M, down 40.5%
- Executed $100M accelerated share repurchase; $700M remaining under authorization
Markets closed — no regular-session reaction yet; extended-hours move not captured here.
Verisk delivered double-digit adjusted EPS growth and held full-year guidance despite a sharp free-cash-flow decline.
Verisk's subscription growth of 8.2% and OCC revenue of 7.4% reflect continued resilience in insurance data analytics, with margin expansion to 56.7% adjusted EBITDA.
Free cash flow declined 40.5% on collection timing and higher interest payments; net income fell on cost-based investment losses and higher net interest expense.