Abstract

Verisk Analytics will report second-quarter results on July 29, 2026 Pre-MKt; this preview distills the latest quarterly trends, forecasts for revenue, profitability and EPS, and how investors are framing expectations ahead of the print.

Market Forecast

The current-quarter consensus embedded in recent estimates points to revenue of 804.09 million US dollars, up 4.59% year over year, EBIT of 374.74 million US dollars with a forecast YoY increase of 7.24%, and adjusted EPS of 1.93 with a forecast YoY increase of 9.01%. The company’s prior report implies gross profit margin and net profit margin will likely remain near the high-60% and roughly 30% areas respectively, consistent with its recent run-rate; adjusted EPS growth is expected to outpace revenue as cost efficiency and mix support margins. Main business highlights center on insurance solutions, which account for essentially all revenue and continue to benefit from steady growth in property and auto personal lines data analytics demand. The segment with the greatest upside potential remains insurance analytics, supported by broader adoption of underwriting and claims decisioning tools and continued price realization in data subscriptions.

Last Quarter Review

In the prior quarter, Verisk Analytics delivered revenue of 782.60 million US dollars (up 3.93% YoY), a gross profit margin of 69.77%, GAAP net income attributable to shareholders of 234.00 million US dollars with a net profit margin of 29.93%, and adjusted EPS of 1.82 (up 5.20% YoY). Net income grew quarter over quarter by 18.76%, reflecting operating leverage and disciplined expense control. Main business performance was concentrated in insurance solutions, generating 782.60 million US dollars of revenue; continued subscription renewal strength and demand for catastrophe modeling and underwriting analytics supported top-line resilience.

Current Quarter Outlook

Main Business: Insurance Solutions

Insurance Solutions remains the core revenue engine and is projected to post mid-single-digit growth this quarter in line with the 4.59% revenue estimate. Structural tailwinds include insurer investments in data enrichment for underwriting, loss-cost inflation that encourages more granular pricing, and ongoing digitalization of claims workflows. Pricing power in data subscriptions and favorable renewal dynamics help sustain high-60% gross margins, while mix shift toward analytics and decisioning modules supports incremental operating leverage.

Most Promising Business: Advanced Analytics and Decisioning

The fastest-growing opportunity lies in higher-value analytics modules embedded across underwriting, rating, and claims decisioning. These offerings deepen wallet share by converting one-off data pulls into integrated decision platforms, raising average revenue per customer and reducing churn. With insurers prioritizing straight-through processing and fraud mitigation, adoption of AI-enabled tools should continue to expand; this backdrop, together with the company’s proprietary datasets, supports forecast adjusted EPS growth ahead of revenue.

Stock Price Drivers This Quarter

Share performance is likely to hinge on the spread between revenue growth and expense growth, as investors watch for further margin expansion consistent with EBIT growth outpacing revenue. Commentary on large enterprise renewals, cross-sell activity into decisioning modules, and catastrophe model demand will shape sentiment on second-half growth durability. Capital deployment updates, including buybacks and potential tuck-in acquisitions, may influence EPS trajectory and valuation support.

Analyst Opinions

Across recent previews and institutional commentaries, the balance of views skews bullish, emphasizing consistent mid-single-digit revenue growth with high-60% gross margins and near-30% net margins, and calling for adjusted EPS growth near 9% driven by operating leverage. Analysts highlight resilient demand in core insurance data and analytics, improving pricing dynamics in subscription contracts, and continued momentum in decisioning solutions that deepen customer integration. The bullish camp also expects disciplined cost control to keep EBIT growth ahead of revenue and sees potential upside from renewal strength and cross-sell into analytics modules; valuation remains supported by predictable cash flows and a capital return framework that underpins per-share earnings growth.