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Verisk Analytics’ 83% Subscription Base: Can Recurring Growth Keep Compounding?

Verisk Analytics, Inc. reported its second-quarter 2026 financial results, illustrating both strengths and challenges within its operations. The company achieved organic constant currency revenue growth of 5.8%, driven by balanced expansion across underwriting and claims segments. Subscription revenues, representing 83% of total revenues, grew by 8% on an organic constant currency basis. This growth was underpinned by strong price realization on renewals, expanded relationships with existing clients, and new client additions, particularly across its forms, rules, loss costs, catastrophe and risk solutions, and anti-fraud analytics businesses. Adjusted EBITDA grew 7.4% organically on a constant currency basis, supported by operational efficiency and cost discipline, notably talent optimization initiatives. The adjusted EBITDA margin stood at 57.5%, slightly down from the prior year due to foreign currency translation impacts but showing solid margin expansion excluding those effects.