Here's What Key Metrics Tell Us About Ryan Specialty (RYAN) Q4 Earnings

Zacks Zacks
Here's What Key Metrics Tell Us About Ryan Specialty (RYAN) Q4 Earnings

Ryan Specialty Group (RYAN) reported $751.21 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 13.2%. EPS of $0.45 for the same period compares to $0.45 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $777.88 million, representing a surprise of -3.43%. The company delivered an EPS surprise of -9.4%, with the consensus EPS estimate being $0.50.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Ryan Specialty performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- Fiduciary investment income: $13.17 million versus $14.25 million estimated by three analysts on average. Revenue- Net commissions and fees: $738.05 million versus $771.1 million estimated by three analysts on average. Revenue- Net commissions and fees- Binding Authority: $84.05 million versus the two-analyst average estimate of $85.81 million. Revenue- Net commissions and fees- Underwriting Management: $268.31 million compared to the $276.94 million average estimate based on two analysts. Revenue- Net commissions and fees- Wholesale Brokerage: $385.69 million versus $406.7 million estimated by two analysts on average.

View all Key Company Metrics for Ryan Specialty here>>>

Shares of Ryan Specialty have returned -14.2% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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