Verisk Earnings & Revenues Surpass Estimates in Q2, Increase Y/Y

Core Insights - Verisk (VRSK) reported strong second-quarter fiscal 2025 results, with earnings and revenues exceeding the Zacks Consensus Estimate [1] - Adjusted earnings per share were $1.88, surpassing estimates by 6.2% and increasing 8.1% year-over-year [1] - Total revenues reached $772.6 million, slightly above consensus and up 7.8% year-over-year [1] Financial Performance - Underwriting and Rating revenues grew 8.3% year-over-year to $550 million, exceeding the estimate of $538.5 million [3] - Claim revenues increased 6.6% year-over-year to $223 million, falling short of the estimate of $228.5 million [3] - Adjusted EBITDA rose 11.9% year-over-year to $445 million, surpassing the estimate of $427.4 million, with an adjusted EBITDA margin of 57.6% [4] Cash Flow and Shareholder Returns - The company reported net cash utilized from operating activities of $244.5 million and free cash flow usage of $188.7 million [5] - Share repurchases amounted to $100 million, and dividends returned to shareholders totaled $63 million [5] 2025 Guidance - Verisk raised its revenue guidance for fiscal 2025 to a range of $3.09-$3.12 billion, above the previous range of $3.03-$3.08 billion and higher than the Zacks Consensus Estimate of $3.08 billion [6] - Adjusted EBITDA forecast was increased to $1.70-$1.74 billion from $1.67-$1.72 billion [6] - Adjusted earnings per share guidance was slightly lowered to $6.80-$7.00 from $6.80-$7.10, below the consensus mark of $7.05 [7]