RYAN Earnings

RYAN reported its earnings on 2026-02-12, showcasing a revenue of 751.21M against an estimate of 777.88M, resulting in a -3.43% surprise. The EPS was 0.45, surpassing the expected 0.5 by -10%. The stock experienced a -12.78% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following RYAN's earnings announcement on 2026-02-12, the stock price moved by -12.78% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, RYAN's stock price tends to shift by an average of 2.77% in the 10 days leading up to earnings and 3.16% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate RYAN's annual revenue to reach 815.96M, while the EPS is projected at 0.47. These estimates reflect recent revisions, with revenue estimates revised upward by 0.03% and EPS estimates revised upward by 0.22% over the past three months, indicating analyst expectation in the company's performance.

The correlation between RYAN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.03%, while EPS estimates moved revised upward by 0.22%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RYAN's stock price typically moves by 2.77% in the 10 days before its earnings and 3.16% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.47 and revenue of 815.96M.

The company's earnings call presents a mixed picture. Positive factors include sustained organic growth and strategic investments in talent and technology. However, margin pressures due to investments and declining property pricing are concerning. The Q&A reveals uncertainties in growth guidance and macroeconomic pressures affecting segments like construction. While AI and M&A strategies are promising, the lack of specific guidance on margin targets and the impact of AI tempers enthusiasm. Overall, the sentiment is neutral, reflecting balanced positives and negatives.