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Verisk Analytics 8-K Report, Financial Results (Jul 30, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed July 30, 2025
Period End
July 30, 2025
Security
VRSK
In the record · 2016–202610-K1110-Q328-K115

VRSK filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 115 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Mar ’19Mar ’19
  2. Leadership change8-K · Apr ’21Apr ’21
  3. Deal closed8-K · May ’23May ’23
  4. Leadership change8-K · Sep ’26Sep ’26

01—Abstract

Summary

Summary of the 8-K filed July 30, 2025. Cited figures are marked; the original filing is the authoritative source.

Verisk Analytics, Inc. filed this Form 8-K on July 30, 2025 to furnish its press release (Exhibit 99.1) reporting results for the quarter ended June 30, 2025.

Second-quarter revenue was $773 milliona, up 7.8% (7.9% on an organic constant currency basis). Net income was $253 million, down 17.7%, mainly because the prior-year period included net gains from sales of its healthcare and specialized market businesses and the early extinguishment of debt. Adjusted EBITDA, a non-GAAP measure, was $445 million, up 11.9% (9.7% on an OCC basis), and diluted adjusted EPS rose 8.0% to $1.88, while diluted GAAP EPS fell 15.8% to $1.81.

Management raised its full-year 2025 revenue guidance to $3,090b–$3,130 million from $3,030–$3,080 million and narrowed its adjusted EBITDA guidance to $1,700–$1,740 million from $1,670–$1,720 million. Diluted adjusted EPS guidance was narrowed to $6.80–$7.00 from $6.80–$7.10, and interest expense guidance was raised to $190–$210 million from $145–$165 million.

Free cash flow was $189 millionc in the quarter, up 22.6%, and the quarterly dividend was $0.45 per share. Subsequent to quarter-end, Verisk completed the $162.5 million cash acquisition of SuranceBay on July 17, 2025, and on July 29, 2025 entered into a definitive agreement to acquire AccuLynx for $2.35 billion in cash, subject to customary closing conditions including regulatory approval.

02—Key points

Key Highlights

  1. Q2 2025 revenue of $773 million, up 7.8% reported and 7.9% on an OCC basis; Underwriting up 8.3% and Claims up 6.6% reported.
  2. Net income of $253 million, down 17.7%, reflecting prior-year gains from the healthcare and specialized market business sales and debt extinguishment.
  3. Adjusted EBITDA of $445 million, up 11.9% (9.7% OCC), with the margin rising to 57.6% from 55.4%.
  4. Diluted adjusted EPS of $1.88, up 8.0%; diluted GAAP EPS of $1.81, down 15.8%.
  5. Full-year 2025 revenue guidance raised to $3,090–$3,130 million; adjusted EBITDA guidance raised to $1,700–$1,740 million; interest expense guidance raised to $190–$210 million.
  6. Free cash flow of $189 million, up 22.6%; $100 million accelerated share repurchase completed with $1.3 billion remaining under authorization.
  7. Agreed to acquire AccuLynx for $2.35 billion in cash (announced July 29, 2025) and completed the $162.5 million SuranceBay acquisition on July 17, 2025.

03—Questions

Frequently Asked Questions

  1. Why did net income decline despite revenue growth?

    The filing says the 17.7% decline in net income was primarily the result of net gains in the prior-year period related to sales of the healthcare and specialized market businesses and the early extinguishment of debt. Q2 2025 investment gain was $9.1 million versus $99.8 million in Q2 2024.

  2. What changed in the full-year 2025 outlook?

    Total revenue guidance rose to $3,090–$3,130 million from $3,030–$3,080 million, and adjusted EBITDA guidance rose to $1,700–$1,740 million from $1,670–$1,720 million. Diluted adjusted EPS guidance was narrowed to $6.80–$7.00 from $6.80–$7.10, and interest expense guidance increased to $190–$210 million from $145–$165 million. Adjusted EBITDA margin, tax rate, capital expenditures and dividend guidance were unchanged.

  3. What are the details of the pending AccuLynx acquisition?

    On July 29, 2025, Verisk entered into a definitive agreement to acquire AccuLynx for $2.35 billion in cash. The filing describes AccuLynx as a SaaS platform providing end-to-end business management workflow for residential property contractors, with expertise in roofing. It will become part of property estimating solutions within the Claims category, subject to customary closing conditions including regulatory approval.

  4. How is the company returning capital to shareholders?

    The Board approved a cash dividend of $0.45 per share on July 23, 2025, payable September 30, 2025. During the second quarter, Verisk completed a $100 million accelerated share repurchase, repurchasing 0.3 million shares at an average price, less a discount, of $309.58. As of June 30, 2025, $1.3 billion remained under the share repurchase authorization.

  5. What is the status of the company's free cash flow?

    Net cash provided by operating activities was $245 million in Q2 2025, and free cash flow was $189 million, up 22.6%. The filing attributes the growth to higher operating profit, partially offset by the timing of certain cash payments during the quarter.

04—Continue

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