Ryan Specialty Q4 revenue +13% to $751M; net income down 27%; announces $300M buyback and restructuring

RYAN SPECIALTY HOLDINGS, INC.

Q4 revenue $751.2M (+13.2% YoY); organic growth 6.6% vs 11.0% prior year.
Q4 net income $31.2M (-26.6%); GAAP EPS $0.06; adjusted EPS $0.45 (flat YoY).
Board approved three-year 'Empower Program' with ~$160M pre-tax charges, targeting $80M annual savings by 2029.
$300M share repurchase program authorized; quarterly dividend $0.13 payable March 10, 2026.
FY 2025 revenue $3.05B (+21.3%); adjusted EBITDAC $966.7M (+19.2%); adjusted EPS $1.96 (+9.5%).

item 2.02 item 2.05 item 7.01 item 8.01 item 9.01

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