Verisk Analytics, Inc.VRSK has reported first-quarter 2026 diluted adjusted earnings per share of $1.82, beating the Zacks Consensus Estimate of $1.76 by 3.4%. The figure increased 5.2% from the year-ago quarter.

Revenue came in at $782.6 million, topping the consensus mark of $775.9 million by 0.9% and rising 3.9% year over year. Organic constant-currency revenue growth was 4.7%, supported by continued momentum across the Insurance business.

Verisk Analytics, Inc. Price, Consensus and EPS Surprise

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VRSK Posts Higher Insurance Revenues

Verisk’s top-line growth was driven by both operating areas within Insurance. Underwriting revenues increased 3.8% year over year to $552 million, while Claims revenues rose 4.3% to $231 million.

On an organic constant-currency basis, Underwriting growth accelerated to 5.3% and Claims increased 3.4%. Management attributed the Underwriting performance primarily to price increases tied to enhancements in forms, rules and loss cost solutions, alongside increased sales to new clients and expanded renewals with existing clients.

Verisk Gains in Claims on Fraud Analytics Strength

VRSK’s Claims growth reflected improved value realization and customer additions. The company cited improved value realization in its anti-fraud analytics and sales to new customers within casualty solutions as key contributors.

These gains were partly offset by modest declines in property and restoration solutions. Even with that pressure, Claims remained a meaningful contributor to consolidated revenue growth for the quarter.

VRSK Expands Profitability on Operating Leverage

Verisk generated stronger profitability as revenue growth flowed through the model. Adjusted EBITDA increased 5% year over year to $438 million and the adjusted EBITDA margin improved to 55.9% from 55.3% a year ago.

Net income was $234.2 million, up 0.8% year over year. The company said that the increase was mainly driven by operating leverage on revenue growth and cost discipline, partially offset by a higher effective tax rate and higher net interest expenses.

Verisk Cash Flow Declines on Tax, Interest Timing

VRSK’s cash generation was weaker year over year due to timing items. Net cash provided by operating activities was $390.4 million, down 12.2%, while the free cash flow declined 16.5% to $326.4 million.

The company linked the decrease primarily to a tax refund received in the prior year that did not recur, as well as higher interest payments. It noted that the increase in interest payments reflected higher debt balances during the quarter, partly offset by higher interest income earned on cash.