Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across all major metrics, characterized by a top-line beat ($356.9M vs. $278.8M expected) and a substantial EPS beat ($0.32 vs. $0.16 expected). The performance was driven by a 23% YoY growth in Exchange Written Premium and a rapid mix shift toward third-party direct written premium (47% of volume). Concurrently, the company announced a definitive agreement to be acquired by Thoma Bravo, leading to the cancellation of its earnings call and suspension of future guidance.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Accelerant - CL(ARX) the Revenue is 356.9 M (+62.89%), Beat estimate;the EBIT is 89.8 M (+257.8%), Beat estimate;the EPS is 0.36 (+800%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.36B62.89%
0.28B27.24%
+0.08B35.65%
EBITExceed expectations
0.09B257.77%
0.04B42.45%
+0.05B215.32%
EPSExceed expectations
0.36800.00%
0.0250.00%
+0.3400850.00%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf