earnings
confidence high
sentiment positive
materiality 0.80
Accelerant Q4 2025: Exchange Written Premium +24% YoY to $1.09B; appoints Linda Huber as CFO; authorizes $200M buyback
Accelerant Holdings
- Exchange Written Premium grew 24% YoY to $1.09B in Q4; full year $4.19B (+35%). Third-party premium share rose to 40%.
- Adjusted net income Q4: $51M ($0.23 EPS), up 30% YoY; Adjusted EBITDA $71M, up 52% YoY.
- Full year 2025 Adjusted EBITDA $282M (+149%).
- CFO transition: Jay Green resigning effective March 31; Linda Huber (ex-CFO FactSet, MSCI, Moody's) appointed.
- Board authorized $200M share repurchase program through Dec 2028.