ARX
Accelerant Holdings
Overview
Accelerant operates a data-driven risk exchange platform that connects specialty insurance underwriters (called Members, primarily managing general agents) with risk capital providers including insurers, reinsurers, and institutional investors.
Accelerant Holdings is a Financial Services company operating in Insurance Brokers with a $2.83B market cap.
Most recent earnings call: Q1 FY26 on May 14, 2026.
4 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Earnings history
Reported quarters with consensus, surprise, and 1-day reaction context.
Track Record
SampleSpoken Alpha tracks ARX's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.01 | $1.20 | -15.9% | -4.7% | -5.3% |
| Q4 FY2026 | $1.05 | $1.28 | -18.3% | +3.6% | +2.8% |
| Q3 FY2026 | $1.00 | $1.23 | -18.4% | +3.3% | +2.9% |
| Q2 FY2026 | $0.87 | $1.12 | -22.7% | -4.5% | -5.4% |
| Q1 FY2025 | $0.90 | $1.20 | -25.2% | +0.7% | +3.3% |
| Q4 FY2025 | $0.99 | $1.15 | -14.0% | -5.3% | -5.1% |
| Q3 FY2025 | $0.91 | $1.16 | -21.6% | -2.7% | +0.2% |
| Q2 FY2025 | $1.21 | $1.40 | -13.5% | -2.9% | -0.9% |
| Q1 FY2024 | $1.00 | $1.27 | -21.3% | -3.4% | -3.1% |
| Q4 FY2024 | $1.34 | $1.48 | -9.5% | -2.9% | -2.3% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Jeffrey L RadkeCEO11 mo3 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last call held guidance Q3 FY2026
- Linda HuberCFO3 mo1 callCurrentSample
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Jay Michael GreenCFO11 mo1 callCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Matthew David SternbergCOO11 mono recorded callsCurrentSample
COO since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Christopher Lee-smithCo-Founder, Head of Distrib.11 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Clifford Robert JenksGeneral Counsel3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2026
Peers
Other companies in Financial Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ARX.
$ curl https://api.spokenalpha.com/v1/companies/ARXFAQ
Frequently asked about ARX
Where can I find Accelerant Holdings's (ARX) earnings call transcripts?
Spoken Alpha indexes ARX's earnings call transcripts at https://spokenalpha.com/companies/ARX. Each call links to attributed speakers and parsed analyst Q&A. Accelerant Holdings's own investor relations page is at https://investor.accelerant.ai/overview/default.aspx.
When was Accelerant Holdings's most recent earnings call?
Accelerant Holdings (ARX) held its most recent earnings call on 2026-05-14, covering fiscal Q1 2026.
What sector is ARX in?
Accelerant Holdings (ARX) operates in the Financial Services sector (Insurance Brokers industry).