Ryan Specialty Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.3%projected annual EPS growth
Analyst Coverage
16analysts covering
FY Revenue (est.)
$3.3Bnext fiscal year
FY EPS (est.)
$2.17next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
| Q4 2026 and Full-Year Earnings Release | 11 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Organic Revenue Growth Rate Quarterly1,180.0%Target: Mid-single-digit organic growth for full-year 2026
Adjusted EBITDAC Margin Quarterly2,920.0%Target: Flat-to-moderately-down for full-year 2026 compared to 2025
Project Empower Cumulative Restructuring Charges AnnuallyTarget: Approximately $160 million cumulative one-time charges through 2028
Project Empower Annualized Cost Savings AnnuallyTarget: Approximately $80 million in annual savings by 2029
Watch Items
- Property Insurance Market PricingTrigger: Pricing declines on large property accounts exceeding 25% to 35%Action: Accelerate expense management under Project Empower and shift capacity allocation toward firming casualty and specialty lines.
- Casualty and Specialty Market CompetitionTrigger: Pricing normalization or increased capacity leading to a deceleration in casualty organic growth below mid-single digitsAction: Re-evaluate underwriting guidelines, leverage delegated authority relationships, and focus on high-hazard specialty niches.
- Project Empower Restructuring ExecutionTrigger: Restructuring charges exceeding the $160 million budget or delays in standardizing operating platformsAction: Conduct a comprehensive operational audit of the integration process and adjust the timeline for platform consolidation.
Research as of 2 Sep 2026