Back to top

Image: Bigstock

Accelerant Holdings (ARX) Reports Q1 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

For the quarter ended March 2026, Accelerant Holdings (ARX - Free Report) reported revenue of $273.3 million, representing no change compared to the same period last year. EPS came in at $0.17, compared to $0.03 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $247.39 million, representing a surprise of +10.47%. The company delivered an EPS surprise of +7.6%, with the consensus EPS estimate being $0.16.

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: 116% versus the four-analyst average estimate of 119%.
  • Number of Members Total: 296 versus the three-analyst average estimate of 291.
  • Mission Members: 35 versus the two-analyst average estimate of 32.
  • Owned Members: 18 compared to the 15 average estimate based on two analysts.
  • Independent Members: 243 versus 246 estimated by two analysts on average.
  • Revenues- MGA Operations: $54.1 million compared to the $54.44 million average estimate based on four analysts.
  • Revenues- Exchange Services: $100 million versus the four-analyst average estimate of $91.42 million.
  • Revenues- Net Earned Premiums: $129.8 million versus the four-analyst average estimate of $97.99 million.
  • Revenues- Underwriting: $149 million versus the four-analyst average estimate of $121.94 million.
  • Revenues- Net investment income: $12.1 million versus $13 million estimated by three analysts on average.
  • Adjusted EBITDA- Exchange Services: $67.3 million versus $60.89 million estimated by four analysts on average.
  • Adjusted EBITDA- Underwriting: $6.5 million compared to the $6.16 million average estimate based on four analysts.

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

Shares of Accelerant Holdings have returned +1.4% over the past month versus the Zacks S&P 500 composite's +8.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Zacks' 7 Best Strong Buy Stocks (New Research Report)

Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.

Click Here, It's Really Free

Published in