View ValuationAccelerant Holdings 향후 성장Future 기준 점검 5/6Accelerant Holdings (는) 각각 연간 138.9% 및 12.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 127.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.3% 로 예상됩니다.핵심 정보138.9%이익 성장률127.25%EPS 성장률Insurance 이익 성장2.3%매출 성장률12.1%향후 자기자본이익률29.34%애널리스트 커버리지Good마지막 업데이트20 Aug 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesNew Risk • Aug 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.0m sold).Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: US$0.36 (vs US$0.053 in 2Q 2025)Second quarter 2026 results: EPS: US$0.36 (up from US$0.053 in 2Q 2025). Revenue: US$356.9m (up 74% from 2Q 2025). Net income: US$78.7m (up US$69.9m from 2Q 2025). Profit margin: 22% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in Europe.공고 • Aug 13Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion.Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion on August 13, 2026. A cash consideration valued at $20.25 per share and will be paid by Thoma Bravo, L.P. Under the terms of the agreement, Accelerant Class A and Class B stockholders will receive $20.25 per share in cash, representing a 49% premium to Accelerant’s closing share price on August 12, 2026. Upon completion, Thoma Bravo to become a privately held company in an all-cash transaction with an enterprise value of more than $4 billion. Under certain circumstances, if the closing of the transaction is delayed by certain pending insurance regulatory approvals, shareholders will receive a ticking fee accruing at a rate of 6% per annum for a period specified in the agreement. Entities affiliated with Altamont Capital Partners holding shares representing approximately 82% of the Company’s outstanding voting rights have agreed to vote their shares in favor of the transaction. The transaction is not subject to any financing condition as Thoma Bravo has provided an equity commitment to fund the purchase. Upon completion, Accelerant will become a private company, and its common shares will no longer be listed nor traded on the New York Stock Exchange. Altamont Capital Partners, Accelerant's largest investor, and the Company's founders, intend to retain equity ownership alongside Thoma Bravo, the terms of which will be finalized prior to closing. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and approval of offer by target shareholders. The Company’s Board of Directors established a Special Committee comprised solely of independent and disinterested directors to review and consider the transaction. The Special Committee believes this transaction recognizes the valuable platform and ecosystem that the Accelerant team has built, and provides immediate value to shareholders at a substantial premium. The deal has been unanimously approved by the board. The transaction, which is currently expected to close in the first half of 2027. Morgan Stanley & Co. LLC is serving as exclusive financial advisor to the Board of Directors of Accelerant. Paul Hastings LLP is serving as U.S. legal counsel, Sidley Austin LLP is serving as special insurance counsel, and Maples Group is serving as Cayman Islands legal counsel to Accelerant. Houlihan Lokey is serving as financial advisor and Conyers Dill & Pearman is serving as legal counsel to the Special Committee. Goodwin Procter LLP is serving as legal counsel, Skadden, Arps, Slate, Meagher & Flom LLP is serving as special insurance counsel and Walkers is serving as Cayman Islands legal counsel to Thoma Bravo. BMO Capital Markets and Wells Fargo are serving as financial advisors to Thoma Bravo. Ropes & Gray LLP is serving as legal counsel to Altamont Capital Partners.공고 • Jul 24Accelerant Holdings to Report Q2, 2026 Results on Aug 13, 2026Accelerant Holdings announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026Recent Insider Transactions • Jul 22Co-Founder recently sold €1.1m worth of stockOn the 20th of July, Jeffrey Radke sold around 95k shares on-market at roughly €11.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €272k.공고 • 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, 2026공고 • 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.공고 • Mar 02Accelerant Holdings, Annual General Meeting, May 12, 2026Accelerant Holdings, Annual General Meeting, May 12, 2026.공고 • 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.공고 • 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, 2026공고 • 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, 2025공고 • 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, 2025이익 및 매출 성장 예측DB:GL4 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,491123N/AN/A312/31/20271,24779N/AN/A712/31/20261,14387N/AN/A86/30/20261,072-1,367246N/A3/31/2026954-1,437290332N/A12/31/2025856-1,425404445N/A9/30/2025768-1,403586625N/A6/30/202569044790828N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: GL4 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.1%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: GL4 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: GL4 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: GL4 의 수익(연간 12.1%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: GL4 의 수익(연간 12.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: GL4의 자본 수익률은 3년 후 29.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YInsurance 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/20 00:44종가2026/08/20 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Accelerant Holdings는 11명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael ZaremskiBMO Capital Markets Equity Researchnull nullBMO Capital Markets Equity ResearchMatthew CarlettiCitizens JMP Securities, LLC8명의 분석가 더 보기
New Risk • Aug 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.0m sold).
Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: US$0.36 (vs US$0.053 in 2Q 2025)Second quarter 2026 results: EPS: US$0.36 (up from US$0.053 in 2Q 2025). Revenue: US$356.9m (up 74% from 2Q 2025). Net income: US$78.7m (up US$69.9m from 2Q 2025). Profit margin: 22% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in Europe.
공고 • Aug 13Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion.Thoma Bravo, L.P. entered into a definitive agreement to acquire an additional majority stake in Accelerant Holdings (NYSE:ARX) from Altamont Capital Management, LP and other shareholders for an enterprise value of approximately $4 billion on August 13, 2026. A cash consideration valued at $20.25 per share and will be paid by Thoma Bravo, L.P. Under the terms of the agreement, Accelerant Class A and Class B stockholders will receive $20.25 per share in cash, representing a 49% premium to Accelerant’s closing share price on August 12, 2026. Upon completion, Thoma Bravo to become a privately held company in an all-cash transaction with an enterprise value of more than $4 billion. Under certain circumstances, if the closing of the transaction is delayed by certain pending insurance regulatory approvals, shareholders will receive a ticking fee accruing at a rate of 6% per annum for a period specified in the agreement. Entities affiliated with Altamont Capital Partners holding shares representing approximately 82% of the Company’s outstanding voting rights have agreed to vote their shares in favor of the transaction. The transaction is not subject to any financing condition as Thoma Bravo has provided an equity commitment to fund the purchase. Upon completion, Accelerant will become a private company, and its common shares will no longer be listed nor traded on the New York Stock Exchange. Altamont Capital Partners, Accelerant's largest investor, and the Company's founders, intend to retain equity ownership alongside Thoma Bravo, the terms of which will be finalized prior to closing. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and approval of offer by target shareholders. The Company’s Board of Directors established a Special Committee comprised solely of independent and disinterested directors to review and consider the transaction. The Special Committee believes this transaction recognizes the valuable platform and ecosystem that the Accelerant team has built, and provides immediate value to shareholders at a substantial premium. The deal has been unanimously approved by the board. The transaction, which is currently expected to close in the first half of 2027. Morgan Stanley & Co. LLC is serving as exclusive financial advisor to the Board of Directors of Accelerant. Paul Hastings LLP is serving as U.S. legal counsel, Sidley Austin LLP is serving as special insurance counsel, and Maples Group is serving as Cayman Islands legal counsel to Accelerant. Houlihan Lokey is serving as financial advisor and Conyers Dill & Pearman is serving as legal counsel to the Special Committee. Goodwin Procter LLP is serving as legal counsel, Skadden, Arps, Slate, Meagher & Flom LLP is serving as special insurance counsel and Walkers is serving as Cayman Islands legal counsel to Thoma Bravo. BMO Capital Markets and Wells Fargo are serving as financial advisors to Thoma Bravo. Ropes & Gray LLP is serving as legal counsel to Altamont Capital Partners.
공고 • Jul 24Accelerant Holdings to Report Q2, 2026 Results on Aug 13, 2026Accelerant Holdings announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026
Recent Insider Transactions • Jul 22Co-Founder recently sold €1.1m worth of stockOn the 20th of July, Jeffrey Radke sold around 95k shares on-market at roughly €11.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €272k.
공고 • 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
공고 • 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.
공고 • Mar 02Accelerant Holdings, Annual General Meeting, May 12, 2026Accelerant Holdings, Annual General Meeting, May 12, 2026.
공고 • 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.
공고 • 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
공고 • 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
공고 • 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