Verisk Analytics Inc (NASDAQ:VRSK) saw its shares climb 3% in premarket trading following the release of second-quarter results that exceeded analyst expectations, along with an upward revision to its revenue forecast for 2025.
The data analytics firm reported adjusted earnings per share of $1.88 for the quarter ended June 30, outperforming the consensus estimate of $1.77. Revenue rose to $773 million, beating the expected $768.74 million and marking a 7.8% increase compared to $717 million in the year-ago period.
“Verisk delivered another strong quarter of broad-based growth in the second quarter and we are raising our revenue and adjusted EBITDA outlook for the full year 2025,” said Lee Shavel, President and CEO of Verisk.
Revenue in the company’s underwriting segment, which covers forms, rules, and loss cost services, increased 8.3% to $550 million. Claims revenue grew 6.6% to $223 million, fueled mainly by gains in property estimating and anti-fraud solutions.
Adjusted EBITDA rose 11.9% to $445 million, with margins improving to 57.6% from 55.4% a year earlier. Free cash flow climbed 22.6% to $188.7 million.
For the full year 2025, Verisk boosted its revenue guidance to a range of $3.09 billion to $3.13 billion, up from a prior forecast of $3.03 billion to $3.08 billion, now surpassing the analyst consensus of $3.079 billion. The company also raised its adjusted EBITDA forecast to between $1.7 billion and $1.74 billion, while keeping its adjusted EBITDA margin projection steady at 55.0% to 55.8%.
However, Verisk trimmed the high end of its full-year adjusted EPS guidance slightly to a range of $6.80 to $7.00 from $6.80 to $7.10, falling just below the analyst consensus of $7.05.
“We are investing our capital in core operations and in acquisitions of strong and strategic businesses where we can create value with attractive returns consistent with our capital discipline, while also returning capital to shareholders,” said Elizabeth Mann, CFO of Verisk.
During the quarter, Verisk completed an accelerated share repurchase program worth $100 million, buying back approximately 0.3 million shares at an average price of $309.58.
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