Accelerant - CL

ARX

19.8850.03% ( +0.005 )

Trading: Nov 10, 14:57:36 (EDT)

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%

Upcoming earnings report - Q3 FY2026

Available dateNov 12, 2026

Estimate Revenue$265.39 M

Estimate EBIT$52.28 M

Estimate EPS$0.04

Revenue

ActualEstimateUnit: USD

Quarterly

EBIT

ActualEstimateUnit: USD

Quarterly

Net income

ActualEstimateUnit: USD

Quarterly

EPS

ActualEstimateUnit: USD

Quarterly