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Accelerant Holdings (ARX) Reports Q4 Earnings: What Key Metrics Have to Say

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For the quarter ended December 2025, Accelerant Holdings (ARX - Free Report) reported revenue of $248.4 million, representing no change compared to the same period last year. EPS came in at $0.23, compared to $0 in the year-ago quarter.

The reported revenue represents a surprise of -0.03% over the Zacks Consensus Estimate of $248.47 million. With the consensus EPS estimate being $0.16, the EPS surprise was +45.57%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 126% versus 124.4% estimated by three analysts on average.
  • Owned Members: 15 versus the two-analyst average estimate of 15.
  • Mission Members: 31 versus the two-analyst average estimate of 31.
  • Number of Members Total: 280 compared to the 271 average estimate based on two analysts.
  • Independent Members: 234 versus the two-analyst average estimate of 225.
  • Revenues- MGA Operations: $58.9 million compared to the $54.54 million average estimate based on four analysts.
  • Revenues- Exchange Services: $93.4 million versus the four-analyst average estimate of $87.46 million.
  • Revenues- Net Earned Premiums: $82.4 million versus $104.36 million estimated by four analysts on average.
  • Revenues- Underwriting: $110.6 million versus $127.55 million estimated by four analysts on average.
  • Revenues- Net investment income: $13.6 million versus $9.9 million estimated by three analysts on average.
  • Adjusted EBITDA- Exchange Services: $62.6 million versus the three-analyst average estimate of $58.37 million.
  • Adjusted EBITDA- MGA Operations: $22.8 million compared to the $19.2 million average estimate based on three analysts.

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

Shares of Accelerant Holdings have returned +11% over the past month versus the Zacks S&P 500 composite's -1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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