Verisk Analytics, Inc. earnings overview

VRSK FY2026 Q1 · Calendar Q2 2026

Verisk Analytics, Inc.

Verisk's Q1 FY2026 demonstrates continued execution on its subscription-led model, though organic revenue growth decelerated to 4.7% from 6.6% in the prior quarter. Subscription revenue held at 7% growth and now represents 84% of total revenue, providing durable visibility. The company beat consensus on both EPS and revenue, and expanded adjusted EBITDA margin by 60 basis points to 55.9%. AI-enabled products are emerging as a meaningful growth vector, with aerial imagery analytics and digital forensics delivering over 30% revenue growth across a two-year horizon. However, near-term headwinds from low weather activity and a federal contract work stoppage are weighing on transactional revenue, and the stock's 8.2% drift lower after the initial 6.5% pop suggests investors are questioning whether AI innovation can offset decelerating organic growth. The reaffirmed full-year guidance and…