View ValuationAccelerant Holdings 将来の成長Future 基準チェック /56Accelerant Holdings利益と収益がそれぞれ年間147.5%と15.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32.4% 147.7%なると予測されています。主要情報147.5%収益成長率147.74%EPS成長率Insurance 収益成長2.0%収益成長率15.8%将来の株主資本利益率32.36%アナリストカバレッジGood最終更新日22 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Nov 21Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$900.6m to US$920.2m. Forecast EPS reduced from -US$6.21 to -US$6.96 per share. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target broadly unchanged at US$21.13. Share price fell 4.4% to US$12.96 over the past week.すべての更新を表示Recent updatesライブニュース • May 05Doubts Emerge Over Accelerant Holdings Marketplace Strength as Third-Party Growth SlowsAnalysts are questioning the resilience of Accelerant Holdings’ marketplace model, pointing to a fragile take-rate structure and heavy reliance on intercompany activity. Reported platform economics are under scrutiny, as a large portion of gross written premiums is linked to the company’s own insurance underwriting operations. Growth in third-party gross written premiums is slowing, raising concerns about the durability of earnings, especially with a potential softening in the specialty P&C market flagged for 2026. For investors, the key issue is how much of Accelerant’s reported marketplace scale and economics truly reflects independent third-party activity versus business generated within its own group. A higher mix of intercompany transactions can make take rates and margins look healthier than those supported purely by external partners, which is what critics are highlighting. The mention of decelerating third-party gross written premiums suggests that the part of the business most associated with external demand is under pressure. If the specialty P&C market does soften in 2026 as some expect, that may test how well the company’s model holds up when pricing and volume conditions are less favorable. Investors may want to track disclosures around third-party versus intercompany premium flows and how Accelerant explains the sustainability of its earnings profile.お知らせ • Apr 29Accelerant Holdings to Report Q1, 2026 Results on May 13, 2026Accelerant Holdings announced that they will report Q1, 2026 results After-Market on May 13, 2026Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Kunal Arora was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.49 loss per share (down from US$13.71 profit in FY 2024). Revenue: US$912.9m (up 63% from FY 2024). Net loss: US$1.43b (down US$1.45b from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US.お知らせ • Mar 19+ 1 more updateAccelerant Holdings (NYSE:ARX) announces an Equity Buyback.Accelerant Holdings (NYSE:ARX) announces a share repurchase program. Under the program, the company will repurchase shares up to $200 million worth of its Class A common shares. The program is valid till December 31, 2028.お知らせ • Mar 02Accelerant Holdings, Annual General Meeting, May 12, 2026Accelerant Holdings, Annual General Meeting, May 12, 2026.お知らせ • Feb 25Accelerant Holdings Announces Management Changes, Effective March 31, 2026Accelerant Holdings announced the appointments of Cliff Jenks as General Counsel and Corporate Secretary and Ray Iardella as Head of Investor Relations. Jenks will oversee Accelerant’s legal affairs and corporate governance, while Iardella will lead the company’s engagement with the investment community. Cliff Jenks joins Accelerant with more than 20 years of experience in capital markets transactions, third party capital, M&A, investment transactions, and public company governance. Most recently, he served as Senior Vice President, Corporate and Securities Counsel and Corporate Secretary at Reinsurance Group of America, where he held leadership roles for more than 14 years. Earlier in his career, Jenks advised public companies on complex transactions, disclosure, and compliance matters. Jenks will succeed Nancy Hasley, who is retiring following a distinguished tenure with the company beginning in its earliest days in 2019 through its initial public offering. The leadership transition will be effective March 31, 2026. In the newly created role of Head of Investor Relations, Ray Iardella will direct the company’s strategic communications with institutional investors and analysts. With more than two decades of financial markets and insurance industry experience, Iardella recently served as Vice President of Investor Relations at Arthur J. Gallagher & Co., where he helped shape the company’s strategic positioning with the investment community. Prior to Gallagher, he held senior analyst and actuarial roles with leading insurance, financial, and asset management firms.Seeking Alpha • Feb 14Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPOSummary Accelerant’s specialty insurance exchange is scaling, connecting underwriters with risk capital. ARX shares look undervalued versus earnings power, even assuming little near-term growth. The hybrid model adds complexity, but fees plus selective risk retention can drive profits. Read the full article on Seeking Alphaお知らせ • Feb 09Accelerant Holdings to Report Q4, 2025 Results on Mar 19, 2026Accelerant Holdings announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026新しいナラティブ • Jan 23Data And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support UpsideCatalysts About Accelerant Holdings Accelerant Holdings operates a specialty insurance risk exchange that connects niche underwriters with risk capital providers and earns primarily fee-based revenue. What are the underlying business or industry changes driving this perspective?Major Estimate Revision • Nov 21Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$900.6m to US$920.2m. Forecast EPS reduced from -US$6.21 to -US$6.96 per share. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target broadly unchanged at US$21.13. Share price fell 4.4% to US$12.96 over the past week.Recent Insider Transactions • Nov 19Co-Founder recently bought US$999k worth of stockOn the 14th of November, Jeffrey Radke bought around 74k shares on-market at roughly US$13.48 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$6.99 loss per share (down from US$0.049 profit in 3Q 2024). Revenue: US$267.4m (up 74% from 3Q 2024). Net loss: US$1.44b (down US$1.45b from profit in 3Q 2024). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US.お知らせ • Oct 03Accelerant Holdings to Report Q3, 2025 Results on Nov 13, 2025Accelerant Holdings announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025Reported Earnings • Aug 31Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.053. Net income: US$8.80m (up US$8.80m from 2Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 50%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in the US.お知らせ • Aug 14Accelerant Holdings to Report Q2, 2025 Results on Aug 28, 2025Accelerant Holdings announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2025お知らせ • Jul 24Accelerant Holdings has completed an IPO in the amount of $723.684192 million.Accelerant Holdings has completed an IPO in the amount of $723.684192 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 34,461,152 Price\Range: $21 Discount Per Security: $1.155 Transaction Features: Reserved Share Offering業績と収益の成長予測NYSE:ARX - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,411146N/AN/A412/31/20271,18788N/AN/A912/31/20261,03246N/AN/A912/31/2025856-1,425404445N/A9/30/2025767-1,403586625N/A6/30/202568944790828N/A3/31/202560627698733N/A12/31/202456227751786N/A9/30/20244923611643N/A12/31/2023324-49257290N/A9/30/2023282-64162193N/A12/31/2022220-924168N/A12/31/2021101-2198113N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ARXは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: ARX今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: ARX今後 3 年以内に収益を上げることが予想されます。収益対市場: ARXの収益 ( 15.8% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。高い収益成長: ARXの収益 ( 15.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ARXの 自己資本利益率 は、3年後には高くなると予測されています ( 32.4 %)成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 13:14終値2026/05/11 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Accelerant Holdings 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Michael ZaremskiBMO Capital Markets Equity Researchnull nullBMO Capital Markets Equity ResearchMatthew CarlettiCitizens JMP Securities, LLC9 その他のアナリストを表示
Major Estimate Revision • Nov 21Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$900.6m to US$920.2m. Forecast EPS reduced from -US$6.21 to -US$6.96 per share. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target broadly unchanged at US$21.13. Share price fell 4.4% to US$12.96 over the past week.
ライブニュース • May 05Doubts Emerge Over Accelerant Holdings Marketplace Strength as Third-Party Growth SlowsAnalysts are questioning the resilience of Accelerant Holdings’ marketplace model, pointing to a fragile take-rate structure and heavy reliance on intercompany activity. Reported platform economics are under scrutiny, as a large portion of gross written premiums is linked to the company’s own insurance underwriting operations. Growth in third-party gross written premiums is slowing, raising concerns about the durability of earnings, especially with a potential softening in the specialty P&C market flagged for 2026. For investors, the key issue is how much of Accelerant’s reported marketplace scale and economics truly reflects independent third-party activity versus business generated within its own group. A higher mix of intercompany transactions can make take rates and margins look healthier than those supported purely by external partners, which is what critics are highlighting. The mention of decelerating third-party gross written premiums suggests that the part of the business most associated with external demand is under pressure. If the specialty P&C market does soften in 2026 as some expect, that may test how well the company’s model holds up when pricing and volume conditions are less favorable. Investors may want to track disclosures around third-party versus intercompany premium flows and how Accelerant explains the sustainability of its earnings profile.
お知らせ • Apr 29Accelerant Holdings to Report Q1, 2026 Results on May 13, 2026Accelerant Holdings announced that they will report Q1, 2026 results After-Market on May 13, 2026
Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Kunal Arora was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$7.49 loss per share (down from US$13.71 profit in FY 2024). Revenue: US$912.9m (up 63% from FY 2024). Net loss: US$1.43b (down US$1.45b from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US.
お知らせ • Mar 19+ 1 more updateAccelerant Holdings (NYSE:ARX) announces an Equity Buyback.Accelerant Holdings (NYSE:ARX) announces a share repurchase program. Under the program, the company will repurchase shares up to $200 million worth of its Class A common shares. The program is valid till December 31, 2028.
お知らせ • Mar 02Accelerant Holdings, Annual General Meeting, May 12, 2026Accelerant Holdings, Annual General Meeting, May 12, 2026.
お知らせ • Feb 25Accelerant Holdings Announces Management Changes, Effective March 31, 2026Accelerant Holdings announced the appointments of Cliff Jenks as General Counsel and Corporate Secretary and Ray Iardella as Head of Investor Relations. Jenks will oversee Accelerant’s legal affairs and corporate governance, while Iardella will lead the company’s engagement with the investment community. Cliff Jenks joins Accelerant with more than 20 years of experience in capital markets transactions, third party capital, M&A, investment transactions, and public company governance. Most recently, he served as Senior Vice President, Corporate and Securities Counsel and Corporate Secretary at Reinsurance Group of America, where he held leadership roles for more than 14 years. Earlier in his career, Jenks advised public companies on complex transactions, disclosure, and compliance matters. Jenks will succeed Nancy Hasley, who is retiring following a distinguished tenure with the company beginning in its earliest days in 2019 through its initial public offering. The leadership transition will be effective March 31, 2026. In the newly created role of Head of Investor Relations, Ray Iardella will direct the company’s strategic communications with institutional investors and analysts. With more than two decades of financial markets and insurance industry experience, Iardella recently served as Vice President of Investor Relations at Arthur J. Gallagher & Co., where he helped shape the company’s strategic positioning with the investment community. Prior to Gallagher, he held senior analyst and actuarial roles with leading insurance, financial, and asset management firms.
Seeking Alpha • Feb 14Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPOSummary Accelerant’s specialty insurance exchange is scaling, connecting underwriters with risk capital. ARX shares look undervalued versus earnings power, even assuming little near-term growth. The hybrid model adds complexity, but fees plus selective risk retention can drive profits. Read the full article on Seeking Alpha
お知らせ • Feb 09Accelerant Holdings to Report Q4, 2025 Results on Mar 19, 2026Accelerant Holdings announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026
新しいナラティブ • Jan 23Data And AI Execution Risks May Soften Exchange Fee Potential Yet Still Support UpsideCatalysts About Accelerant Holdings Accelerant Holdings operates a specialty insurance risk exchange that connects niche underwriters with risk capital providers and earns primarily fee-based revenue. What are the underlying business or industry changes driving this perspective?
Major Estimate Revision • Nov 21Consensus EPS estimates fall by 12%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$900.6m to US$920.2m. Forecast EPS reduced from -US$6.21 to -US$6.96 per share. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target broadly unchanged at US$21.13. Share price fell 4.4% to US$12.96 over the past week.
Recent Insider Transactions • Nov 19Co-Founder recently bought US$999k worth of stockOn the 14th of November, Jeffrey Radke bought around 74k shares on-market at roughly US$13.48 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.
Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$6.99 loss per share (down from US$0.049 profit in 3Q 2024). Revenue: US$267.4m (up 74% from 3Q 2024). Net loss: US$1.44b (down US$1.45b from profit in 3Q 2024). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US.
お知らせ • Oct 03Accelerant Holdings to Report Q3, 2025 Results on Nov 13, 2025Accelerant Holdings announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025
Reported Earnings • Aug 31Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.053. Net income: US$8.80m (up US$8.80m from 2Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 50%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in the US.
お知らせ • Aug 14Accelerant Holdings to Report Q2, 2025 Results on Aug 28, 2025Accelerant Holdings announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2025
お知らせ • Jul 24Accelerant Holdings has completed an IPO in the amount of $723.684192 million.Accelerant Holdings has completed an IPO in the amount of $723.684192 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 34,461,152 Price\Range: $21 Discount Per Security: $1.155 Transaction Features: Reserved Share Offering
