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Compared to Estimates, Accelerant Holdings (ARX) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2025, Accelerant Holdings (ARX - Free Report) reported revenue of $267.4 million, representing no change compared to the same period last year. EPS came in at $0.38, compared to $0 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $260.58 million, representing a surprise of +2.62%. The company delivered an EPS surprise of +72.73%, with the consensus EPS estimate being $0.22.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Accelerant Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net revenue retention: 135% compared to the 129.1% average estimate based on four analysts.
  • Number of Members Total: 265 versus 254 estimated by three analysts on average.
  • Revenues- Net investment income: $10.1 million compared to the $17.36 million average estimate based on four analysts.
  • Revenues- Exchange Services: $85 million compared to the $82.68 million average estimate based on four analysts.
  • Revenues- Net Earned Premiums: $82.1 million versus the four-analyst average estimate of $102.23 million.
  • Revenues- Underwriting: $117.6 million versus the four-analyst average estimate of $122 million.
  • Revenues- MGA Operations: $80.8 million versus the four-analyst average estimate of $71.57 million.
  • Adjusted EBITDA- Exchange Services: $59.2 million compared to the $52.69 million average estimate based on four analysts.
  • Adjusted EBITDA- MGA Operations: $45.4 million versus $31.5 million estimated by four analysts on average.
  • Adjusted EBITDA- Underwriting: $17.6 million compared to the $3.47 million average estimate based on four analysts.
  • Adjusted EBITDA- Corporate and Other: $-13.3 million versus $-14.61 million estimated by three analysts on average.

View all Key Company Metrics for Accelerant Holdings here>>>

Shares of Accelerant Holdings have returned -13.8% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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