You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Accelerant Holdings reported third-quarter Exchange Written Premium of $1.33 billion, up 27% year-over-year, adjusted EBITDA of $71.3 million and net loss of $9.2 million. Its merger agreement with Thoma Bravo is expected to close in the first half of 2027.
Accelerant Holdings agreed to a merger with Cherry Tree BidCo, an affiliate of Thoma Bravo, under which each share receives $20.25 in cash and the company becomes privately held. Shareholders must approve the transaction by at least two-thirds of votes cast.
Accelerant Holdings’ 40-day “go-shop” period expired on September 22, 2026, without alternative acquisition proposals; the Thoma Bravo transaction is still expected to close in the first half of 2027, subject to shareholder and regulatory approvals.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA | $71.3M | FY2026 Q3 | +8.9% |
|
|
|||
| Operating revenues | 280.2M | FY2026 Q3 | +22.9% |
|
|
|||
| Accelerant direct written premium | 53% | Three Months Ended June 30, 2026 filing | — |
| Accelerant-retained exchange premium | 13% | Q2 2026 | — |
| Adjusted earnings per diluted share non-GAAP | $0.49 | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA loss from Corporate and Other non-GAAP | $20.6M | the three months ended June 30, 2026 filing | — |
| Adjusted EBITDA margin non-GAAP | 28% | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin for MGA Operations non-GAAP | 43% | the three months ended June 30, 2026 filing | — |
| Adjusted net income non-GAAP | $107.7M | Six Months Ended June 30, 2026 | — |
| Ceded written premiums | -$568.4M | the three months ended June 30, 2026 filing | — |
| Class A common shares repurchased | 4,725,968 | Q2 2026 | — |
| countries of operation | 22 | as of the release date | — |
| Exchange Premium Growth Rate | 23% | Three Months Ended June 30, 2026 filing | — |
| Exchange Written Premium | 4.59B | trailing twelve months ended June 30, 2026 | — |
| Exchange Written Premium (trailing twelve months) | $4.6B | trailing twelve months ended June 30, 2026 | — |
| Exchange Written Premium - Independent Members | $904.6M | Three Months Ended June 30, 2026 filing | — |
| Exchange Written Premium - Mission Members | $293.1M | Three Months Ended June 30, 2026 filing | — |
| Exchange Written Premium - Owned Members | $124.6M | Three Months Ended June 30, 2026 filing | — |
| Exchange Written Premium - Total | $1.32B | Three Months Ended June 30, 2026 filing | — |
| Gross loss ratio | 52% | Three Months Ended June 30, 2026 filing | — |
| Gross written premiums | $742.6M | the three months ended June 30, 2026 filing | — |
| Independent Members | 261 | Three Months Ended June 30, 2026 filing | — |
| MGA Operations Adjusted EBITDA non-GAAP | $30.3M | the three months ended June 30, 2026 filing | — |
| Mission Members | 35 | Three Months Ended June 30, 2026 filing | — |
| Net earned premiums | $129.1M | the three months ended June 30, 2026 filing | — |
| Net loss ratio | 55.5% | the three months ended June 30, 2026 filing | — |
| Net revenue retention | 111% | Q2 2026 | — |
| Net written premiums | $174.2M | the three months ended June 30, 2026 filing | — |
| Number of members | 314 | Six Months Ended June 30, 2026 | — |
| Owned Members | 18 | Three Months Ended June 30, 2026 filing | — |
| specialty insurance products | 700 | as of the release date | — |
| Third-party direct written premium | 44% | Six Months Ended June 30, 2026 | — |
| Total Members | 314 | Three Months Ended June 30, 2026 filing | — |
| Underwriting segment Adjusted EBITDA non-GAAP | $1.9M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARX
this stock
Accelerant Holdings
|
$4.31B | +21.4% | +51.5% | 71.2 | 1.4% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$98.80B | +12.0% | +10.3% | 24.9 | 1.3% |
|
AJG
Arthur J. Gallagher & Co.
|
$72.55B | +9.3% | +10.1% | 43.3 | 3.0% |
|
AON
Aon plc
|
$71.77B | -4.1% | +7.7% | 18.5 | 1.8% |
|
WTW
Willis Towers Watson PLC
|
$30.92B | +2.1% | -2.2% | 20.6 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Accelerant Holdings reported third-quarter Exchange Written Premium of $1.33 billion, up 27% year-over-year, adjusted EBITDA of $71.3 million and net loss of $9.2 million. Its merger agreement with Thoma Bravo is expected to close in the first half of 2027.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARX | -0.2% | +0.5% | +17.3% | +0.2% | +21.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.8% | +1.7% | +16.8% | +0.3% | +10.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
