Overview
- Adjusted EPS reached $1.82 versus $1.61 expected, with revenue up 5.9% to $778.8 million, topping forecasts.
- 2026 outlook calls for $3.19–$3.24 billion in revenue and $7.45–$7.75 in adjusted EPS, a touch below some analyst estimates.
- Share repurchase authorization rose to $2.5 billion with a near‑term $1.5 billion accelerated program; the dividend increased 11% to $2.00 per share as free cash flow totaled about $1.19 billion.
- The company terminated its planned AccuLynx acquisition after an extended FTC review and sold Verisk Marketing Solutions, leaving pro forma leverage near 1.9x following debt redemptions.
- Management is accelerating AI-enabled claims products such as XactXpert, XactAI and XactGen, while noting that unusually low weather activity and a reduced government contract trimmed quarterly organic growth by roughly 1% and that first-quarter results are expected to be a trough.