Verisk delivers solid Q2 revenue growth, strong cash flow, and reaffirmed 2026 outlook
Jul 29, 2026, 7:18 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
The print shows durable OCC revenue growth, strong cash flow, and meaningful capital returns (dividend + $200m ASR) while guiding to a stable 2026 outlook. Investors usually reward cash generation and buyback visibility; near-term upside driven by H2 growth potential and multiples support from AI/data asset investments. Risks include higher taxes and litigation costs on GAAP EPS.
AI summary
What happened, with direct paths to the underlying reporting
Verisk reported Q2 2026 revenue of $806 million, up 4.3% year-over-year and 5.8% on an OCC basis, with subscription growth of 8.0% OCC. Net income declined to $229 million due to higher taxes, interest, and litigation costs, while adjusted EBITDA rose 4.2% to $464 million. The company generated $366 million in operating cash flow and $298 million in free cash flow, funded a $0.50 dividend and a $200 million ASR, and reaffirmed full-year 2026 guidance, signaling that growth should accelerate in H2 toward Investor Day targets aided by AI/data investments and durable subscription revenues.
Revenue $806m, up 4.3%; OCC growth 5.8%; subscription OCC up 8.0%.
Net income $229m, down 9.8%; GAAP EPS $1.75, down 3.3%.
Operating cash flow $366m; free cash flow $298m; up 49.7% and 57.9%.
Full-year 2026 guidance reaffirmed; H2 growth expected to return to Investor Day targets.
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