We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Verisk Earnings Surpass Estimates in Q3, Revenues Increase Y/Y
Read MoreHide Full Article
Key Takeaways
Verisk's adjusted Q3 earnings rose 3% y/y to $1.72 per share, topping estimates.
Total revenues grew 5.9% to $768.3 million, with strength in Underwriting, Rating and Claim units.
FY2025 revenue and EBITDA forecasts were lowered, while the EPS guidance was unchanged.
Verisk (VRSK - Free Report) has reported impressive third-quarter fiscal 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.
VRSK’s adjusted earnings were $1.72 per share, surpassing the Zacks Consensus Estimate by 1.8% and increasing 3% from the year-ago quarter. Total revenues of $768.3 million missed the consensus estimate marginally but increased 5.9% on a year-over-year basis.
VRSK shares have gained 6.8% in the year-to-date period against the 6.2% fall of the industry it belongs to and compared with 8% growth of the Zacks S&P 500 Composite.
Verisk Analytics, Inc. Price, Consensus and EPS Surprise
Underwriting and Rating revenues witnessed a year-over-year increase of 6.9% on a reported basis and 5.8% at organic constant currency (OCC) to $542 million, surpassing our estimate of $536 million. Claim revenues gained 3.6% on a reported basis and 5% at OCC to $226 million, and beat our estimate of $237.5 million.
Adjusted EBITDA gained 7.2% from the year-ago quarter on a reported basis and 8.8% an OCC basis to $429 million, surpassing our estimate of $426.9 million. The adjusted EBITDA margin was 55.8%, increasing from the year-ago quarter’s 55.2%.
Verisk exited the reported quarter with cash and cash equivalents of $2.1 billion compared with $628.7 million at the end of the second quarter of fiscal 2025. The long-term debt was $3.2 billion, flat with the preceding quarter.
Net cash utilized from operating activities was $404 million. The free cash flow used during the quarter was $336 million. The company repurchased shares worth $100 million in the quarter and returned $62.6 million as dividends to shareholders.
VRSK’s 2025 Guidance
For fiscal 2025, Verisk lowered the revenue view to $3.05-$3.08 billion from the $3.09-$3.12 billion provided in the preceding quarter. The company’s guided range is lower than the Zacks Consensus Estimate of $3.1 billion. The adjusted EBITDA forecast is decreased to $1.69-$1.72 billion from the preceding quarter’s view of $1.70-$1.74. The adjusted EBITDA margin is anticipated to be 55-55.8%.
The adjusted earnings per share (EPS) growth view is kept at $6.80-$7.00. The mid-point ($6.90) of the guided range is lower than the consensus mark of $6.98.
Waste Connections’ adjusted earnings (excluding 33 cents from non-recurring items) of $1.44 per share surpassed the Zacks Consensus Estimate by 4.4% and increased 6.7% year over year. Revenues of $2.5 billion beat the consensus estimate marginally and grew 5.1% from the year-ago quarter.
EFX’s adjusted earnings were $2.04 per share, outpacing the Zacks Consensus Estimate by 5.7% and increasing 10.3% from the year-ago quarter. Total revenues of $1.5 billion surpassed the consensus estimate by 1.5% and grew 6.9% on a year-over-year basis.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Verisk Earnings Surpass Estimates in Q3, Revenues Increase Y/Y
Key Takeaways
Verisk (VRSK - Free Report) has reported impressive third-quarter fiscal 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.
VRSK’s adjusted earnings were $1.72 per share, surpassing the Zacks Consensus Estimate by 1.8% and increasing 3% from the year-ago quarter. Total revenues of $768.3 million missed the consensus estimate marginally but increased 5.9% on a year-over-year basis.
VRSK shares have gained 6.8% in the year-to-date period against the 6.2% fall of the industry it belongs to and compared with 8% growth of the Zacks S&P 500 Composite.
Verisk Analytics, Inc. Price, Consensus and EPS Surprise
Verisk Analytics, Inc. price-consensus-eps-surprise-chart | Verisk Analytics, Inc. Quote
Quarterly Details of Verisk
Underwriting and Rating revenues witnessed a year-over-year increase of 6.9% on a reported basis and 5.8% at organic constant currency (OCC) to $542 million, surpassing our estimate of $536 million. Claim revenues gained 3.6% on a reported basis and 5% at OCC to $226 million, and beat our estimate of $237.5 million.
Adjusted EBITDA gained 7.2% from the year-ago quarter on a reported basis and 8.8% an OCC basis to $429 million, surpassing our estimate of $426.9 million. The adjusted EBITDA margin was 55.8%, increasing from the year-ago quarter’s 55.2%.
Verisk exited the reported quarter with cash and cash equivalents of $2.1 billion compared with $628.7 million at the end of the second quarter of fiscal 2025. The long-term debt was $3.2 billion, flat with the preceding quarter.
Net cash utilized from operating activities was $404 million. The free cash flow used during the quarter was $336 million. The company repurchased shares worth $100 million in the quarter and returned $62.6 million as dividends to shareholders.
VRSK’s 2025 Guidance
For fiscal 2025, Verisk lowered the revenue view to $3.05-$3.08 billion from the $3.09-$3.12 billion provided in the preceding quarter. The company’s guided range is lower than the Zacks Consensus Estimate of $3.1 billion. The adjusted EBITDA forecast is decreased to $1.69-$1.72 billion from the preceding quarter’s view of $1.70-$1.74. The adjusted EBITDA margin is anticipated to be 55-55.8%.
The adjusted earnings per share (EPS) growth view is kept at $6.80-$7.00. The mid-point ($6.90) of the guided range is lower than the consensus mark of $6.98.
Verisk carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings Snapshot
Waste Connections, Inc. (WCN - Free Report) reported impressive third-quarter 2025 results.
Waste Connections’ adjusted earnings (excluding 33 cents from non-recurring items) of $1.44 per share surpassed the Zacks Consensus Estimate by 4.4% and increased 6.7% year over year. Revenues of $2.5 billion beat the consensus estimate marginally and grew 5.1% from the year-ago quarter.
Equifax Inc. (EFX - Free Report) posted impressive third-quarter 2025 results.
EFX’s adjusted earnings were $2.04 per share, outpacing the Zacks Consensus Estimate by 5.7% and increasing 10.3% from the year-ago quarter. Total revenues of $1.5 billion surpassed the consensus estimate by 1.5% and grew 6.9% on a year-over-year basis.