Quarterly ResultMay 7, 2026, 04:08 PM
TWFG Q1 Revenue +35.3% to $72.8M; Net Income +91.2%; Reaffirms Guidance
AI Summary
TWFG, Inc. reported strong first-quarter 2026 results, with total revenues increasing 35.3% to $72.8 million and net income surging 91.2% to $13.1 million. The company also achieved a 10.1% organic revenue growth rate and expanded its Adjusted EBITDA Margin by 650 basis points to 29.1%. TWFG reaffirmed its full-year 2026 guidance and announced the repurchase of approximately $40 million in shares under its $50 million authorization plan, alongside strategic acquisitions.
Key Highlights
- Total Revenues increased 35.3% to $72.8 million in Q1 2026.
- Net income rose 91.2% to $13.1 million, with diluted EPS at $0.12.
- Adjusted EBITDA grew 73.9% to $21.2 million, and Adjusted EBITDA Margin expanded 650 bps to 29.1%.
- Organic Revenue Growth Rate was 10.1% for the quarter.
- Total Written Premium increased 23.5% to $458.2 million.
- Repurchased approximately $40 million in shares from the authorized $50 million plan.
- Reaffirmed full-year 2026 guidance for total revenue growth of 15-20% and organic revenue growth of 10-15%.
- Completed acquisitions of Loften Wells, Asset Protection Insurance Associates, and Fortress Insurance Services.