NYSE$RYAN

Ryan Specialty Group Holdings, Inc. · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

RYAN reported Q1 2026 revenue of $795.2M and net income of $40.6M.

For Q1 2026, RYAN reported revenue of $795.2M and net income of $40.6M. The quarterly 10-Q discusses segment performance, liquidity, and outlook in MD&A.

  • Revenue of $795.2M for Q1 2026.
  • Net income of $40.6M.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure discussed in MD&A.

Headline financials

Total Revenue

$795M

Previous: $690M+15.2%
Capital Expenditures

-$13.3M

Previous: -$16.7M+20.7%
Net Income

$17.6M

Previous: -$27.6M+163.8%

Revenue & EPS history

Ryan Specialty Group · Revenue · Quarterly

$795M

Q1 2026+15.2%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Ryan Specialty Group · $408M total across 3 segments · Q3 2022

  • Wholesale Brokerage
    $267M+16.6%
  • Underwriting Management
    $84.7M+19.9%
  • Binding Authority
    $55.6M+5.3%

Forward guidance

The 10-Q discusses RYAN's operating environment, capital priorities, and risks without issuing formal quarterly EPS guidance.

Tailwinds

  • Management provides segment and liquidity detail in MD&A.
  • Filing supports transparency on year-over-year trends.

Headwinds

  • Macro, competitive, or regulatory risks noted in risk factors.
  • No numeric full-year EPS bridge in the quarterly filing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.3%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+3.5%

Avg return

30 days after

50%

9 / 18 earnings

Positive

+11.6%

Q1 2022

Best reaction

-22.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-10.5%-15.5%-8.6%
Q3 2025+8.1%+9.4%+14.6%
Q1 2025+3.2%+9.4%+10.4%
Q4 2024-4.7%+0.6%+3.6%
Q3 2024-5.9%-3.5%+7.7%
Q2 2024+11.3%+4.7%+4.9%
Q1 2024-1.8%-0.5%+5.9%
Q4 2023+7.8%+13.9%+17.9%
Q3 2023+2.6%+2.6%+4.5%
Q2 2023-2.0%-1.6%+11.1%
Q1 2023+2.8%+5.3%+2.1%
Q4 2022-3.8%-5.2%-7.9%
Q3 2022-22.5%-22.7%-7.0%
Q2 2022-0.6%+0.4%-5.9%
Q1 2022+11.6%+13.3%+5.6%
Q4 2021-10.7%-7.9%+0.3%
Q3 2021+7.5%+2.2%+2.3%
Q2 2021+2.4%+4.7%+1.8%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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