Accelerant Holdings First Take Platform Strength

Accelerant Holdings (ARX) reported 1Q26 operating EPS of $0.17, beating consensus, and raised its full-year 2026 Adj. EBITDA guidance to $285mn.

Key Takeaways

• 1.Accelerant Holdings delivered a 1Q26 beat on both operating EPS ($0.17 vs $0.16 Cons) and Adj. EBITDA ($66mn vs $65mn Cons).
• 2.Management improved all 2026 full-year guidance items, with Adj. EBITDA raised to $285mn.
• 3.The Exchange Services segment showed significant strength with a 41% YoY increase in direct commission income and improved take rates.

Table of Contents

• 1Q26 Financial Highlights:
• Exhibit 2: ARX Quick Take
• Exhibit 3: Valuation and Key Risks
• Disclosure Appendix
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• General disclosures

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