Ryan Specialty shares fall as net income turns negative in Q1

Published 01/05/2025, 22:56
Ryan Specialty shares fall as net income turns negative in Q1

Investing.com -- Ryan Specialty Holdings, Inc. (NYSE:RYAN) reported first quarter earnings that met expectations, but shares fell 4% as net income swung to a loss.

The specialty insurance firm posted adjusted earnings per share of $0.39, in line with analyst estimates. Revenue grew 25% YoY to $690.2 million, exceeding the consensus forecast of $683.49 million.

However, Ryan Specialty reported a net loss of $4.4 million for the quarter, compared to net income of $40.7 million in the same period last year. The company attributed the loss primarily to higher income tax expense related to a legal entity reorganization.

Organic revenue growth was 12.9% YoY, driven by new client wins and expanded relationships with existing clients. Adjusted EBITDAC increased 27.5% to $200.5 million.

"We grew total revenue 25%, supported by organic growth of nearly 13% and excellent contributions from M&A," said Patrick G. Ryan, Founder and Executive Chairman.

For the full year 2025, Ryan Specialty maintained its outlook for organic revenue growth of 11-13% and adjusted EBITDAC margin of 32.5-33.5%.

The company declared a quarterly dividend of $0.12 per share, payable on May 27 to shareholders of record as of May 13.

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