Verisk's Q2 2026 results showed balanced growth of 5.8% OCC revenue, driven by strong subscription growth of 8% and a rebound in the claims segment. Management reaffirmed guidance for the full year, noting continued confidence in acceleration despite a slower start to the hurricane season. Reported Q2 revenue of $806M and adjusted EPS of $1.98, with OCC revenue growth of 5.8% sequentially improving from Q1.
Verisk's Q2 2026 results showed balanced growth of 5.8% OCC revenue, driven by strong subscription growth of 8% and a rebound in the claims segment. Management reaffirmed guidance for the full year, noting continued confidence in acceleration despite a slower start to the hurricane season. Reported Q2 revenue of $806M and adjusted EPS of $1.98, with OCC revenue growth of 5.8% sequentially improving from Q1.
Management is actively integrating AI into products (MCP connectors with Anthropic, Xact AI, Premium Audit AI) and seeing strong adoption and client engagement, though monetization is still early and expected to contribute to growth over time. They emphasize the importance of…
Management is actively integrating AI into products (MCP connectors with Anthropic, Xact AI, Premium Audit AI) and seeing strong adoption and client engagement, though monetization is still early and expected to contribute to growth over time. They emphasize the importance of…
Guidance · revenue to $3.215B
Launched Verisk Synergy Studio and updated U.S. tropical cyclone model, with first clients onboarded; closed acquisition of McKinsey Intelligence Services.
Management is actively integrating AI into products (MCP connectors with Anthropic, Xact AI, Premium Audit AI) and seeing strong adoption and client engagement, though monetization is still early and expected to contribute to growth over time. They emphasize the importance of data governance and protecting client data while expanding AI capabilities across the business.
Management reaffirmed guidance, expressing confidence in a gradual acceleration in organic growth driven by subscription momentum and resolution of short-term headwinds, though noting potential weather-related transaction risks.
Management expresses confidence in the company's growth rebound and AI-driven opportunities, reaffirming guidance and highlighting strong product adoption and client engagement.
“With the on-time and on-budget launch of our re-engineered U.S. tropical cyclone model and Verisk Synergy Studio, our new cloud-native platform for integrated catastrophe modeling and risk analytics.”
“it is still early, the hurricane season is off to a slower start as June and July have had limited storm activity. These factors could continue to exert pressure on transactional revenues in the second half of the year.”
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| EPS | FY2026 | $7.45–$7.75 | $7.60 | MAINTAINED |
| Op margin | FY2026 | 56%–56.5% | 56.25% | MAINTAINED |
| Revenue | FY2026 | $3.19B–$3.24B | $3.215B | MAINTAINED |
Verisk is the first insurance data provider with MCP connectors for Claude; a top 10 carrier is already using them, showing early adoption and deepening the partnership.
“In May, we announced our first collaboration with Anthropic, launching two Verisk MCP connectors for Claude, which bring our trusted regulatory-grade data and analytics directly into conversational AI workflows in an underwriting and”
… with Verisk's high quality and proprietary data assets, deep industry expertise, and established industry standard workflows, while also creating connections across the broader ecosystem. We believe this positions us well to help clients navigate the next phase of AI adoption while strengthening Verisk's role as a trusted strategic partner across the insurance ecosystem. As a specific example, in May, we announced our first collaboration with Anthropic, launching two Verisk MCP connectors for Claude, which bring our trusted regulatory-grade data and analytics directly into conversational AI workflows in an underwriting and claims use case. These connectors enable clients to interact with Verisk's proprietary underwriting intelligence and claims solutions using natural language, helping them access insights when, where, and how they need them. These connectors were developed in partnership with Anthropic on an expedited timeline from initial discussion to production and public launch, and we are the first insurance data provider with MCPs available with CLOD. This was made possible by the earlier foundational investments we made in data organization and infrastructure, …
The 2026 global catastrophe losses are tracking below $100 billion for the first time since 2020, leading to a slowdown in hurricane season activity and potential pressure on Q3 transactional revenues. — Low catastrophe activity reduces demand for claims and restoration services, impacting both Verisk and MSCI's catastrophe-related transactional revenue streams.
… strong demand for additional functionality. As a result, we are continuing to invest in our innovation roadmap and expand Xact AI capabilities across the broader Xactware suite, helping clients realize even greater efficiency and value from their claims operations. The rapid adoption we are seeing and more. During the quarter, we also reached an important milestone in our catastrophe and risk solutions business. With the on-time and on-budget launch of our re-engineered U.S. tropical cyclone model and Verisk Synergy Studio, our new cloud-native platform for integrated catastrophe modeling and risk analytics. Our updated US tropical cyclone model redefines US hurricane risk modeling by integrating significant advances in climate science, hazard modeling, and vulnerability analytics to provide a more accurate, transparent, and realistic view of individual risk and portfolio exposure across insurance, reinsurance, and capital markets. Specifically, The model includes key scientific advancements which provide a more physically realistic view of how tropical cyclones evolve, including the impacts of wind, storm surge, and inland flooding. Additionally, as catastrophe models are …
Verisk launched its re-engineered U.S. tropical cyclone model and new cloud-native platform, Verisk Synergy Studio, with first clients already onboarded.
… strong demand for additional functionality. As a result, we are continuing to invest in our innovation roadmap and expand Xact AI capabilities across the broader Xactware suite, helping clients realize even greater efficiency and value from their claims operations. The rapid adoption we are seeing and more. During the quarter, we also reached an important milestone in our catastrophe and risk solutions business. With the on-time and on-budget launch of our re-engineered U.S. tropical cyclone model and Verisk Synergy Studio, our new cloud-native platform for integrated catastrophe modeling and risk analytics. Our updated US tropical cyclone model redefines US hurricane risk modeling by integrating significant advances in climate science, hazard modeling, and vulnerability analytics to provide a more accurate, transparent, and realistic view of individual risk and portfolio exposure across insurance, reinsurance, and capital markets. Specifically, The model includes key scientific advancements which provide a more physically realistic view of how tropical cyclones evolve, including the impacts of wind, storm surge, and inland flooding. Additionally, as catastrophe models are …