NYSE$RYAN
Ryan Specialty Group Holdings, Inc. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Total revenue increased by 15.8%, with organic revenue growth of 15.4%. Net income was $29.6 million, and adjusted diluted earnings per share reached $0.29.
Ryan Specialty Group reported strong Q4 2021 results, with a 15.8% increase in total revenue to $378.5 million. Organic revenue growth was 15.4%. Net income was $29.6 million, or $0.09 per diluted share, and adjusted diluted earnings per share was $0.29. The company also initiated its 2022 outlook for organic revenue growth rate and adjusted EBITDAC margin.
- Total Revenue grew 15.8% period-over-period to $378.5 million.
- Organic Revenue Growth Rate was 15.4% for the quarter.
- Net Income was $29.6 million, with Diluted Earnings per Share at $0.09.
- Adjusted Diluted Earnings per Share for the fourth quarter of 2021 was $0.29.
Headline financials
Revenue & EPS history
Ryan Specialty Group · Revenue · Quarterly
$379M
Revenue by segment
Ryan Specialty Group · $378M total across 3 segments · Q4 2021
- Wholesale Brokerage$256M+20.4%67.6%
- Underwriting Management$74.4M+4.2%19.7%
- Binding Authority$48.2M+12.1%12.7%
Forward guidance
The Company is initiating its full year 2022 outlook for both Organic Revenue Growth Rate and Adjusted EBITDAC Margin.
Tailwinds
- Organic Revenue Growth Rate guidance for full year 2022 to be between 13.0% – 15.0%
- Adjusted EBITDAC Margin guidance for full year 2022 to be between 28.0% – 30.0%
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 Q4 2021
-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
| Quarter | Report date | Reaction (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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