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VRSK is Set to Report Q3 Earnings: Here's What Investors Should Know

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Key Takeaways

  • VRSK's Q3 revenues are expected to rise 5% y/y to $806.8M, while EPS is projected to grow 11.6% to $1.92.
  • Underwriting revenues are likely to grow 4.3%, fueled by subscription demand, pricing and platform adoption.
  • Claims revenues are projected to rise 6.3%, driven by anti-fraud analytics demand and AI-driven solutions.

Verisk (VRSK - Free Report) is scheduled to release third-quarter 2026 results on Nov. 5, before market open.

VRSK surpassed the Zacks Consensus Estimate for earnings in the trailing four quarters, delivering an average surprise of 5.3%.

Verisk Analytics, Inc. Price and EPS Surprise

Verisk Analytics, Inc. Price and EPS Surprise

Verisk Analytics, Inc. price-eps-surprise | Verisk Analytics, Inc. Quote

VRSK’s Q3 Expectations

The Zacks Consensus Estimate for revenues is pinned at 806.8 million, suggesting 5% year-over-year growth. The consensus mark for Underwriting revenues is kept at $565.6 million, contributing 70% to the top line. The figure is expected to gain 4.3% year over year. This segment is anticipated to have gained from a consistent demand for subscription-based solutions, favorable renewable pricing and continued Core Lines Reimagine platform adoption.

Verisk Synergy Studio launch and improved catastrophe risk models are expected to have provided additional support. Customer engagement is likely to have strengthened by rising AI-backed underwriting solutions adoption. We anticipate the Underwriting segment to have experienced incremental growth from work reinstatement under a federal government contract.

For the claims segment, the Zacks Consensus Estimate for revenue is pinned at $240.3 million, indicating a 6.3% year-over-year rally. Solid anti-fraud analytics demand, favorable subscription renewals and growing AI-driven solutions adoption are factors that are likely to have benefited the segment.

Rising utilization of XactAI and improvement to the Xactware suite are likely to have strengthened customer engagement. Additional support is expected to have derived from Digital Media Forensics adoption and expansion into adjacent markets.

For earnings, the consensus estimate is pinned at $1.92 per share compared with the year-ago quarter’s actual of $1.72. It marks 11.6% year-over-year growth. Strong revenue growth, assisted by AI-backed solution adoption and expanding relationships with existing customers, accompanied by prudent expense management, is likely to have supported the bottom line.

What Our Model Says About VRSK

Our proven model does not conclusively predict an earnings beat for Veriskthis time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

VRSK has an Earnings ESP of -0.92% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to Consider

Here are a few stocks from the broader Business Services sector that, according to our model, have the right combination of elements to beat earnings estimates this season.

ESCO Technologies (ESE - Free Report) : The Zacks Consensus Estimate for fourth-quarter 2026 revenues is set at $375.4 million, indicating a 6.5% increase from the year-ago quarter’s actual. For earnings, the consensus mark is pegged at $2.59 per share, suggesting 11.6% growth from the year-ago quarter’s reported number. The company beat the Zacks Consensus Estimate in the third quarter of 2026 by 3.8%.

It has an Earnings ESP of +0.96% and a Zacks Rank of 3 at present. ESE is scheduled to declare fourth-quarter 2026 results on Nov. 19.

Casella Waste Systems (CWST - Free Report) : The Zacks Consensus Estimate for the company’s third-quarter 2026 revenues is pegged at $560.6 million, indicating a 15.5% year-over-year jump. For earnings, the consensus mark is pegged at 36 cents per share, suggesting a 14.3% decline from that reported in the year-ago quarter. The company beat the Zacks Consensus Estimate in the past four quarters, the average surprise being 52%.

CWST currently has an Earnings ESP of +0.36% and a Zacks Rank #3. The company is scheduled to declare third-quarter 2026 results on Nov. 9.

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