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RADIAN GROUP INC Q1 FY26 Results

RDNQ1 FY26 Results
Filing
MetricValue ($ M)Q1 FY25
Revenue466.3446.6%
Total Income466.3446.6%
Expenditure292.67125.7%
PBT173.667.8%
Net Profit124.0914.2%
OPM
NPM26.61%18.83pp
EPS0.909.1%
View full financials

Radian Announces Q1 2026 Financial Results; Diluted Net Income Per Share $0.93

07 May 2026 · 7 May, 8:16 pm

Summary

Radian Group Inc. reported net income from continuing operations for the quarter ended March 31, 2026, of $129 million, or $0.93 per diluted share, compared to $152 million, or $1.03 per diluted share, for the same quarter in 2025. Adjusted diluted net operating income per share for the quarter ended March 31, 2026, was $1.27 compared to $1.04 for the quarter ended March 31, 2025. Book value per share at March 31, 2026, was $35.67, representing a 10% growth year-over-year. The first quarter of 2026 includes $49 million of acquisition-related expenses related to the acquisition of Inigo.

Key Highlights

  1. 1

    Radian completed the acquisition of Inigo, becoming a global multi-line specialty insurer.

  2. 2

    First quarter diluted net income from continuing operations per share was $0.93.

  3. 3

    Adjusted diluted net operating income per share for the first quarter was $1.27.

  4. 4

    The company's first quarter return on equity from continuing operations was 10.8%.

  5. 5

    Adjusted net operating return on equity was 14.7% for the first quarter.

  6. 6

    Book value per share grew by 10% year-over-year to $35.67.

  7. 7

    New Insurance Written of $13.5 billion, an increase of 42% year-over-year.

Management Comments

R

Rick Thornberry

“This quarter marks a defining milestone for Radian, our first as a global multi-line specialty insurer following the successful acquisition of Inigo. By uniting two world-class insurance businesses, we have created a more diversified and resilient enterprise, as reflected in our exceptional first quarter results." “With a strong capital position, 22% year-over-year growth in adjusted diluted net operating income per share and adjusted operating return on equity increasing to 14.7% in the quarter, we are demonstrating the power of our strategy. We are confident in our direction, energized by the opportunities ahead, and committed to delivering long-term value for our stockholders.”

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