CoverageForm 410-K10-Q8-K13D13G13F

RYAN · Ryan Specialty Holdings, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · RYAN

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$795.23M-$754.58M$855.17M$690.17M-$604.69M$695.44M$552.05M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$108.76M-$117.59M$107.05M$106.06M-$88.68M$82.97M$75.87M-
Total Operating Expenses$700.63M-$643.79M$664.12M$589.93M-$523.22M$531.07M$479.40M-
D&A$4.06M-$3.61M$2.89M$2.64M-$2.47M$2.27M$2.08M-
Operating Income$94.60M-$110.79M$191.05M$100.23M-$81.48M$164.37M$72.65M-
Interest Expense-------$31.13M$29.40M-
Income Tax$6.51M-($2.80M)$13.03M$55.43M-($8.96M)$18.69M$6.43M-
Net Income$17.65M-$31.09M$51.98M($27.64M)-$17.59M$46.79M$16.54M-
EPS - Basic----------
EPS - Diluted----------

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$154.65M$158.32M$153.49M$172.59M$203.55M$540.20M$235.20M$1.74B$1.62B$1.76B
Accounts Receivable$565.26M$488.95M$439.80M$528.56M$432.48M$389.76M$334.64M$384.41M$299.16M$294.19M
Inventory----------
Accounts Payable----------
Current Assets$5.58B$5.06B$4.45B$5.27B$4.61B$4.79B$4.02B$5.12B$4.22B$4.34B
Total Assets$11.01B$10.56B$9.85B$10.63B$9.89B$9.65B$8.48B$8.27B$7.12B$7.25B
Current Liabilities$5.46B$5.19B$4.46B$5.23B$4.40B$4.55B$3.97B$4.70B$3.68B$3.74B
Long-term Debt$3.53B$3.29B$3.35B$3.41B$3.65B$3.23B$2.65B$1.94B$1.94B$1.94B
Total Liabilities$9.79B$9.31B$8.62B$9.44B$8.83B$8.55B$7.38B$7.20B$6.14B$6.27B
Stockholders' Equity$636.20M$648.07M$630.47M$610.09M$542.52M$627.66M$632.83M$605.85M$554.35M$559.75M
Retained Earnings$120.53M$120.35M$128.85M$115.35M$79.34M$122.94M$124.97M$121.56M$88.54M$114.42M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($167.41M)---($142.82M)---($116.54M)-
Investing Cash Flow($13.27M)---($573.03M)---($7.63M)-
Financing Cash Flow$86.28M---$336.84M---($10.20M)-
CapEx$0---$0-----
Free Cash Flow($167.41M)---($142.82M)-----

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin11.9%-14.7%22.3%14.5%-13.5%23.6%13.2%-
EBITDA margin12.4%-15.2%22.7%14.9%-13.9%24.0%13.5%-
Net margin2.2%-4.1%6.1%-4.0%-2.9%6.7%3.0%-
Free cash flow margin-21.1%----20.7%-----
FCF / Net income-9.49---5.17-----
R&D / Revenue----------
SG&A / Revenue13.7%-15.6%12.5%15.4%-14.7%11.9%13.7%-
Effective tax rate26.9%--9.9%20.0%199.5%--103.9%28.5%28.0%-
Return on assets0.2%-0.3%0.5%-0.3%-0.2%0.6%0.2%-
Return on equity2.8%-4.9%8.5%-5.1%-2.8%7.7%3.0%-
Return on invested capital1.7%-2.8%3.8%1.2%-2.5%4.6%2.1%-
Liquidity
Current ratio1.020.981.001.011.051.051.011.091.151.16
Quick ratio1.020.981.001.011.051.051.011.091.151.16
Cash ratio0.030.030.030.030.050.120.060.370.440.47
Leverage
Debt / Equity5.555.085.315.596.735.154.183.203.503.47
Debt / Assets0.320.310.340.320.370.330.310.230.270.27
Debt / EBITDA35.82-29.2817.5835.51-31.5311.6525.99-
Interest coverage-------5.3x2.5x-
Equity multiplier17.3116.3015.6317.4218.2315.3713.4013.6512.8412.95
Liabilities / Assets0.890.880.870.890.890.890.870.870.860.86
Efficiency
Asset turnover0.07-0.080.080.07-0.070.080.08-
Inventory turnover----------
Days sales outstanding259d-213d226d229d-202d202d198d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)15.2%-24.8%23.0%25.0%-20.5%18.8%20.6%-
Revenue CAGR (3y)20.2%-22.3%20.3%30.4%-36.7%21.3%--
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-5.6%-36.0%16.2%38.0%-16.7%33.8%3.7%-
Net income growth (YoY)--76.7%11.1%---55.6%25.6%-
EPS growth (YoY)----------
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-17.2%---------
FCF CAGR (5y)----------
Book value growth (YoY)17.3%3.3%-0.4%0.7%-2.1%12.1%32.3%-35.8%-34.9%-31.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$2.99B total
Reporting Segment$2.99B · 100.0%

Product / service

$2.99B total
Wholesale Brokerage$1.60B · 53.4%
Underwriting Management$1.02B · 34.2%
Binding Authorities$370.15M · 12.4%

Geographic

$3.05B total
US$2.86B · 93.9%
Non Us$186.88M · 6.1%

Peer comparison

Same SIC group: Insurance Agents, Brokers & Service

CompanyRevenue (last FY)Net marginROE
WTW$9.71B16.5%20.1%
ERIE$4.07B13.8%24.5%
ACT$1.24B55.7%12.8%
AJG$13.94B10.7%6.4%
MRSH$26.98B15.4%27.2%

Comparing RYAN SPECIALTY HOLDINGS against the 5 most active filers in the same SIC group.

Dividends

$0.50/share trailing 12 months · +8.7% YoY

Ex-datePer share
May 12, 2026$0.1300
Feb 24, 2026$0.1300
Nov 10, 2025$0.1200
Aug 12, 2025$0.1200
May 13, 2025$0.1200
Mar 4, 2025$0.1200
Nov 12, 2024$0.1100
Aug 13, 2024$0.1100
May 13, 2024$0.1100
Mar 12, 2024$0.3400