NYSE$ARX
Accelerant Holdings · Q1 2026 earnings
Q1 2026 earnings ·
Briefing
Accelerant reported Q1 2026 total revenue of $273.3M with a GAAP net loss of $4.1M and adjusted net income of $37.7M.
For the quarter ended March 31, 2026, Accelerant reported total revenues of $273.3 million (+54% YoY). GAAP net loss was $4.1 million versus net income of $7.8 million a year ago, reflecting higher share-based compensation and other expenses. Adjusted net income was $37.7 million and adjusted EBITDA $66.1 million (24% margin on operating revenues).
- Total revenue $273.3M (+54% YoY).
- Adjusted EBITDA $66.1M; adjusted net income $37.7M.
- GAAP net loss $4.1M on $32.1M share-based compensation.
- Exchange written premium growth across Member network.
Headline financials
Revenue & EPS history
Accelerant Holdings · Revenue · Quarterly
$273M
Forward guidance
No numeric group EPS guide; management emphasizes Risk Capital Partner expansion and Exchange Services fee growth.
Tailwinds
- Strong top-line and adjusted EBITDA growth.
- Adjusted EBITDA margin 24% on operating revenues.
Headwinds
- GAAP loss from elevated stock compensation and M&A-related costs.
- Investment fair-value volatility can swing reported net income.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 1 quarterly earnings reports · overlaid with Q1 2026
-2.0%
Avg return
Earnings day
+10.6%
Avg return
5 days after
-12.7%
Avg return
30 days after
50%
1 / 2 earnings
Positive
+2.8%
Q3 2025
Best reaction
-6.9%
Q1 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -6.9% | +18.3% | -3.7% | |
| Q3 2025 | +2.8% | +2.8% | -21.7% | |
| Q2 2025 | — | — | — |
Discussion
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