For the quarter ended September 2026, Accelerant Holdings (ARX Quick QuoteARX - Free Report) reported revenue of $278.6 million, up 4.2% over the same period last year. EPS came in at $0.18, compared to $0.38 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $270.94 million, representing a surprise of +2.83%. The company delivered an EPS surprise of -10%, with the consensus EPS estimate being $0.20.

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 116.3% estimated by four analysts on average.
• Total Number of members: 340 compared to the 325 average estimate based on three analysts.
• Revenues- MGA Operations: $86.5 million versus $62.21 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change.
• Revenues- Exchange Services: $112.6 million versus $108.83 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +32.5% change.
• Revenues- Net Earned Premiums: $113.9 million versus $108.51 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +38.7% change.
• Revenues- Underwriting: $113.4 million versus $126.39 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.6% change.
• Revenues- Net investment income: $5.2 million versus the three-analyst average estimate of $12.47 million. The reported number represents a year-over-year change of -48.5%.
• Adjusted EBITDA- Exchange Services: $73.8 million compared to the $75.18 million average estimate based on four analysts.
• Adjusted EBITDA- Underwriting: $-13.2 million versus $3.54 million estimated by four analysts on average.
• Adjusted EBITDA- MGA Operations: $41 million versus the four-analyst average estimate of $21.79 million.

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

Shares of Accelerant Holdings have returned +0.6% over the past month versus the Zacks S&P 500 composite's -2.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.