Ryan Specialty Q3 2026 earnings show modest revenue growth and EPS beat

Ryan Specialty Holdings reported third‑quarter 2026 revenue of $789.96 million, up 4.7% year‑over‑year, while organic revenue grew 4.0% versus 15.0% a year earlier. Adjusted earnings per share were $0.51, beating estimates by $0.02, and adjusted EBITDAC reached $244.45 million with a 30.9% margin. The company returned $173.7 million to shareholders through stock repurchases and $150.0 million in dividends.

The $0.02 EPS beat and revenue growth above 4% meet the company’s full‑year organic revenue growth guidance, which the company reaffirmed. Analysts had expected lower EPS of $0.49, so the beat may support the consensus price target of $49.09.

  • 1Q3 2026 total revenue was $789.96 million, a 4.7% year‑over‑year increase.
  • 2Organic revenue growth rate for the quarter was 4.0%, down from 15.0% in the prior‑year quarter.
  • 3Adjusted earnings per share (Non‑GAAP) were $0.51, beating analysts’ estimates by $0.02.
  • 4Adjusted EBITDAC for the quarter was $244.45 million, up 3.8% year‑over‑year.
  • 5Adjusted EBITDAC margin was 30.9% in Q3 2026.
  • 6The company returned $173.7 million to shareholders via stock repurchases and $150.0 million in dividends.

Sources