| VRSK |
Report |
Total OCC Revenue Growth (Q2 2026) |
BEAT |
pred ~5.8% vs. cons 5.35% |
MEDIUM |
| VRSK |
Report |
Subscription OCC Growth (Q2 2026) |
BEAT |
pred ~7.4% vs. cons 7.24% |
MEDIUM |
| VRSK |
Report |
Adj. EPS Diluted Operating (Q2 2026) |
BEAT |
pred ~$1.97 vs. cons $1.926 |
MEDIUM |
| VRSK |
Guide |
FY 2026 Revenue (FY 2026) |
UNCHANGED |
guide ~$3.215B (reaffirm) vs. cons $3.223B |
HIGH |
| VRSK |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide ~$7.70 mid vs. cons $7.673 |
MEDIUM |
| VRSK |
Guide |
H2 OCC Trajectory - qualitative (H2 2026) |
UNCHANGED |
confirm H2 in 6-8% range, no upside surprise vs. cons ~6.5% implied |
MEDIUM |
| VRSK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| VRSK |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE — maintained FY after Q2 beat implies implicit H2 cut; sell-side trims near-term estimates; profit-taking after +35% run from lows |
MEDIUM |