Skip to main content
RYANRyan Specialty Holdings, Inc.Sell5.9·$42.34+0.00%

Ryan Specialty Holdings (RYAN) Q2 2026 earnings — TrendMatrix coverage

BEAT+22.9% vs estimateEPS $0.74 vs $0.60 estVerdict HoldBuy (Wait)

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.74
Estimate
$0.60
Surprise
+22.9%
Score at report (before → after)
6.06.0/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

Ryan Specialty Holdings (RYAN) beat the $0.60 estimate with diluted EPS of $0.74 — a large 22.9% upside surprise. TrendMatrix's engine moved from Hold (6.0/10) to Buy (Wait) at 6.0/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates RYAN Sell at 5.9/10.

2 of the last 4 quarters beat the estimate; this quarter's +22.9% surprise compares with a +6.0% four-quarter average. Next scheduled report: 2026-10-29.

What supports the rating

  • Sector modifier (Financial Services): +1.0
  • Strong growth profile

What argues against it

  • Concentration risk — Product: E&S market (78.0%)
  • Thin upside margin: 8.1%
  • Leverage penalty (D/E 3.7): -1.5

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$42.34
Price target
$45.76
Stop
$39.80
Upside to target
+8.1%
Reward-to-risk
1.3:1

The stock trades at 57.2× trailing but 17.5× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Financial Services context

RYAN at TrendMatrix's latest read

For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.

Industry
Insurance Brokers
Market cap
$16.51B
P/E (fwd)
17.5
P/E (ttm)
57.2
52-week range
$29.28$59.19
Off 52-week high
28.5%
RSI (14)
54
Volume vs avg
1.20×
Score today
5.9/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

Home Stocks RYAN Earnings Q2 2026 earnings