Ryan Specialty Previews Q1 With $786.5M Revenue Estimate, EPS $0.10

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Ryan Specialty Holdings forecasts Q1 2026 revenue of $786.48M and earnings of $0.10 per share, after Q4 2025 missed revenue estimates by 3.39% and EPS by 63.41%. Analysts have cut full-year revenue outlook from $3.58B to $3.40B while raising 2026 EPS estimates to $0.97, implying a consensus $50 price target.

1. Q1 2026 Estimates

Ryan Specialty expects Q1 revenue of $786.48 million and earnings of $0.10 per share, reflecting analyst consensus forecasts ahead of the April 30 release date.

2. Estimate Revisions Trends

Analysts have reduced full-year 2026 revenue outlook from $3.58 billion to $3.40 billion over the past 90 days, while raising EPS estimates from $0.90 to $0.97 per share for the same period.

3. Prior Quarter Performance and Price Targets

In Q4 2025 Ryan Specialty reported $751.21 million in revenue and $0.06 EPS, missing estimates by 3.39% and 63.41% respectively; the average one-year price target stands at $50, implying 43.9% upside.

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