Verisk VRSK Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 18, 2026 astatine 9:20 AM CST 46 min read

Image source: The Motley Fool.

Wednesday, Feb. 18, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Lee M. Shavel

• Chief Financial Officer — Elizabeth D. Mann

• Corporate Vice President, Auto Underwriting — Robert Newbold

• President, Underwriting Solutions — Saurabh Khemka

However, we are not capable to supply a reconciliation of projected adjusted EBITDA and adjusted EBITDA borderline to the astir straight comparable expected GAAP results due to the fact that of the unreasonable effort and precocious unpredictability of estimating definite items that are excluded from projected non-GAAP adjusted EBITDA and adjusted EBITDA margin, including, for example, taxation consequences, acquisition-related costs, gains and losses from dispositions, and different nonrecurring expenses, the effect of which whitethorn beryllium significant. And present I would similar to crook the telephone implicit to Lee M. Shavel. Thanks, Stacey.

Lee M. Shavel: Good morning, and convey you for taking the clip to articulation america this morning. Today, I volition supply a wide overview of our 4th fourth and afloat twelvemonth 2025 results and portfolio actions arsenic good arsenic our fiscal and strategical outlook for the twelvemonth ahead. Elizabeth volition springiness a much elaborate presumption successful our fiscal review. I volition besides connection caller position connected our manufacture engagement including lawsuit discussions astir existent operating situation and developments astir the uses of precocious technologies including the improvement of AI. Finally, I volition decorativeness with immoderate updates connected caller inventions we person introduced into the marketplace to supply immoderate discourse connected however we are leveraging the request and opportunity. Turning to the results.

I americium pleased to stock that Verisk Analytics, Inc. delivered coagulated fiscal results for 2025 marked by integrated changeless currency gross maturation of 6.6%, integrated changeless currency adjusted EBITDA maturation of 8.5%, and beardown escaped currency travel growth. This maturation was successful enactment with the guidance that we provided astatine the opening of the twelvemonth and was achieved contempt immoderate impermanent headwinds including a twelvemonth of precise debased upwind activity. The coagulated fiscal results successful 2025 adjacent retired the three-year play with maturation astatine oregon supra the midpoint of the semipermanent expectations we acceptable astatine Investor Day successful 2023.

As we look ahead, we proceed to person assurance successful delivering against our semipermanent maturation targets based connected the ongoing adoption of information and exertion crossed the planetary security manufacture and our accidental to enactment the needs of our clients and code their objectives with our chiseled capabilities. Before we crook to the strategical discussion, I privation to code the 2 portfolio actions taken astatine the extremity of the 4th quarter.