RYANRyan Specialty Holdings, Inc.
The schedule
- Fri30Oct
Q3 2026 financial results, focusing on organic growth rates within the Excess and Surplus (E&S) market to justify the company's valuation premium.
- Tue12Jan
Key 1/1 insurance and reinsurance renewal data, indicating pricing power and capacity limits for the wholesale brokerage segment going into 2027.
- Tue9Feb
Q4 2026 earnings and crucial 2027 forward guidance, evaluating cash flow generation against the $3.8B debt load.
- Fri30Apr
Q1 2027 earnings report to confirm margin stabilization and the success of cash flow deployment entering the spring insurance season.
- Fri30Jul
Past
- Wed16Sep
The Federal Reserve's September rate decision, assessing the trajectory of rate cuts and its direct impact on RYAN's fiduciary float investment income.
- Fri31Jul
Actual outcome: Bull
Ryan Specialty delivered better-than-expected Q2 results, highlighted by 7.2% revenue growth to $916.6 million and 6.7% organic growth. Despite navigating pricing pressures in property insurance, the strong top-line performance and subsequent analyst upgrades kept the stock trading well above the bull target.
Market evaluation of Q2 performance and the sustainability of double-digit organic growth amidst broader margin pressures.
- Fri13Feb
Actual outcome: Bear · $39.02 at outcome
Ryan Specialty missed Q4 earnings and revenue estimates, reporting 13.2% revenue growth which fell significantly short of the 20%+ organic growth required to justify its 88x P/E valuation. The combination of the earnings miss and a lack of bullish catalysts for the 2026 hard market cycle led to a sharp sell-off, pushing the price well below the bear floor by the run date.
Ryan Specialty missed Q4 earnings and revenue estimates, reporting 13.2% revenue growth which fell significantly short of the 20%+ organic growth required to justify its 88x P/E valuation. The combination of the earnings miss and a lack of bullish catalysts for the 2026 hard market cycle led to a sharp sell-off, pushing the price well below the bear floor by the run date.
