Overview

* Ryan Specialty ( RYAN ) Q2 revenue grows 23% yr/yr, beating analysts' expectations

* Adjusted EPS rises 13.8% to $0.66, beating estimates, per LSEG data

* Adjusted EBITDAC increased 24.5% yr/yr

Outlook

* Ryan Specialty ( RYAN ) expects full-year 2025 organic revenue growth of 9%-11%

* Company projects 2025 adjusted EBITDAC margin between 32.5% and 33%

Result Drivers

* REVENUE GROWTH - Driven by new client wins, expanded relationships, and E&S market growth

* ACQUISITIONS - Recent acquisitions contributed to revenue increase

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $855.17 $832.90

Revenue mln mln (8

Analysts

)

Q2 Beat $0.66 $0.65

Adjusted (14

EPS Analysts

)

Q2 $184.68

Adjusted mln

Net

Income

Q2 Net $124.70

Income mln

Q2 $191.05

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

* Wall Street's median 12-month price target for Ryan Specialty Holdings Inc ( RYAN ) is $79.00, about 23.8% above its July 30 closing price of $60.16

* The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)