Ryan Specialty Holdings, Inc.는 보험 브로커, 에이전트 및 캐리어의 이익을 위해 전문 보험 상품과 종합 솔루션을 제공하는 업체로 기능합니다. 회사는 주로 도매 ...
예상 EPS $0.49 · 매출 $799.06M · 12 명의 애널리스트
예상 EPS $0.47 · 매출 $794.63M · 11 명의 애널리스트
예상 EPS $2.16 · 매출 $3.29B · 10 명의 애널리스트
예상 EPS $0.54 · 매출 $854.25M · 4 명의 애널리스트
$0.50 주당
$0.50 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $3.1B | +21.3% | +15.3% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $63.4M | -33.0% | +167.0% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +90.6% | -9.4% | +1.4% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +20.5% | +89.1% | +29.7% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +2.1% | -44.8% | +131.6% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $575.7M | +23.1% | +252.7% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +18.9% | +1.5% | +232.5% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 544.8% | -1.3% | +27.1% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 7.51x | +1.5% | +7088.4% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $10.6B | +9.5% | +8.7% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 0.47 vs 2.01 | -76.6% | 0.33 vs 0.49 | -33.1% |
| 매출 서프라이즈 | $3.1B vs $3.1B | -0.9% | $916.6M vs $799.1M | +14.7% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | director | Class B Common Stock | D | 1,841,019 | — |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | director | Common Units | D | 1,841,019 | — |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | director | Class B Common Stock | D | 313,116 | — |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | director | Common Units | D | 313,116 | — |
| Aug 13, 2026 | Conklin Michael | officer: EVP & CHRO | Class A Common Stock | D | 2,043 | $42.26 |
Operator: Good afternoon, and thank you for joining us today for Ryan Specialty Holdings Second Quarter 26 Earnings Conference Call. In addition to this call, the company filed a press release with the SEC earlier this afternoon, which has also been posted to its website at ryanspecialty.com. On today's call, management's prepared remarks and answers to your questions may contain forward-looking statements. Investors should not place undue reliance on any forward-looking statements. These statements are based on management's current expectations and beliefs and are subject to risks and uncertainties that could cause actual results to differ materially from those discussed today. Listeners are encouraged to review the more detailed discussion of these risk factors contained in the company's filings with the SEC. The company assumes no duty to update such forward-looking statements in the future except as required by law. Additionally, certain non GAAP financial measures will be discussed on this call and should not be considered in isolation or as a substitute for the financial information presented in accordance with GAAP. Reconciliations of these non GAAP financial measures to the most closely comparable measures prepared in accordance with GAAP are included in the earnings release, which is filed with the SEC and available on the company's website. With that, I would now like to turn the call over to the Founder and Executive Chairman of Ryan Specialty, Patrick G. Ryan. Patrick G. Ryan: Good afternoon, and thank you for joining us. With me on today's call is our CEO, Timothy William Turner. Our CFO, Janice Hamilton, our CEO of underwriting managers, Miles Wuller, and our head of investor relations, Nicholas J. Mezick. For the quarter, total revenue grew 7.2% to $917 million. Primarily driven by organic revenue growth of 6.7%. As well as modest contributions from M&A. Adjusted EBITDAC grew 6% to $327 million. Adjusted EBITDAC margin declined 40 basis points to 35.7%. Adjusted earnings per share grew 12.1% to $0.74. For the first half of 26, we have grown organic revenue by 8.9%. Adjusted EBITDAC by 9.8%. And adjusted earnings per share by 16.2%. In the quarter, we repurchased 8.1 million shares for $260 million. And increased the authorization of the program by an additional $300 million to deploy opportunistically without a capital allocation framework. We are pleased with these results. Especially considering the headwinds industry continues to face. Our top and bottom line results speak to the resiliency of the platform we built What this quarter demonstrated is that even in a very challenging market, our people delivered. Utilizing their differentiated capabilities to execute on behalf of our clients and carrier trading partners. We earn our clients' business, our respect and trust every day. Through continuously delivering innovative solutions. Expanding into new products deepening and broadening relationships, with our retail broker …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Amber Carver | President | USD 1,936,992 | Female | — | Active |
Brendan Martin Mulshine | Co-President | USD 1,668,622 | Male | 1966 | Active |
Benjamin Miles Wuller | Chief Executive officer of RSG Underwriting Managers | USD 1,653,419 | Male | 1977 | Active |
Mark Stephen Katz | Executive Vice President, General Counsel & Corporate Secretary | USD 1,573,750 | Male | 1970 | Active |
Timothy William Turner | Chief Executive Officer & Director | USD 1,454,058 | Male | 1961 | Active |
Patrick G. Ryan | Founder & Executive Chairman | USD 1,247,601 | Male | 1938 | Active |
Janice Hamilton | Executive Vice President & Chief Financial Officer | USD 985,750 | Female | 1983 | Active |
Stephen Keogh | Co-President & Chief Operating Officer | USD 776,828 | Male | 1968 | Active |
Michael Blackshear | Senior VP, Chief Compliance & Privacy Officer and Head of Culture & Inclusion | — | Male | — | Active |
Nicholas J. Mezick | Vice President of Investor Relations | — | Male | — | Active |
Bradley Eames Bodell | Chief Information Officer | — | Male | 1966 | Active |
Dudley and Shanley Inc. reduced its stake in Ryan Specialty Holdings Inc. (NYSE: RYAN) by 3.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 465,146 shares of the company's stock after selling 14,875 shares during the period. Ryan Specialty accounts
Ryan Specialty NYSE: RYAN reported second-quarter revenue growth of 7.2% to $917 million, supported by 6.7% organic growth and modest contributions from acquisitions, as the specialty insurance services company navigated pricing pressure in property insurance and rising competition in several markets.
Ryan Specialty Holdings Inc (NYSE:RYAN) on Thursday reported better-than-expected second-quarter financial results.
Ryan Specialty Holdings, Inc. (RYAN) Q2 2026 Earnings Call Transcript
The headline numbers for Ryan Specialty (RYAN) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
