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.5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
See Our Newest 5 Stocks Set to Double Picks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Ryan Specialty Holdings Inc. (RYAN): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).