StockWatch
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Specialty Insurers
Quarterly ResultAug 5, 2026, 04:38 PM

TWFG Q2 Revenue +45.1% to $87.5M; Net Income $17.3M; Raises 2026 Guidance

AI Summary

TWFG, Inc. announced strong financial and operating results for the second quarter ended June 30, 2026. The company reported a 45.1% increase in total revenues to $87.5 million and a net income of $17.3 million. Adjusted EBITDA grew 75.8% to $26.6 million, with margins expanding to 30.4%. Following this performance, TWFG raised its full-year 2026 guidance for total revenues and Adjusted EBITDA margin, and also completed a significant portion of its share repurchase program.

Key Highlights

  • Total Revenues increased 45.1% to $87.5 million for Q2 2026.
  • Net income was $17.3 million, with a 19.7% net income margin.
  • Adjusted EBITDA increased 75.8% to $26.6 million, with margin expanding to 30.4%.
  • Diluted Earnings Per Share was $0.18.
  • Total Written Premium increased 26.6% to $569.9 million.
  • Repurchased $42.9 million in shares under its $50 million authorization.
  • Raised full-year 2026 Total Revenue guidance to $300-$320 million.
  • Acquired Fortress Insurance Services, an Iowa-based independent agency.