Verisk Analytics Q3 Earnings Beat Estimates, Revenues Jump 5% Y/Y

Verisk Analytics (VRSK) beat Q3 earnings expectations with adjusted EPS of $1.96 (vs. $1.92 estimate) and revenues of $809M, driven by 8.2% subscription revenue growth and strong performance in underwriting and claims segments. However, free cash flow declined 40.5% to $200M, and net income fell 2.8% year-over-year. The company reaffirmed its 2026 revenue guidance of $3.19-$3.24B but lowered adjusted EPS guidance midpoint to $7.60 from consensus of $7.71.