earnings
confidence high
sentiment positive
materiality 0.75
Exzeo Q3 revenue up 90% to $55.2M; Managed Premium surges 142% to $1.2B
Exzeo Group, Inc.
- Revenue $55.2M (up 90% YoY); net income $21.2M ($0.25 diluted EPS) vs $5.3M prior year.
- Adjusted EBITDA $28.7M (margin 54.9%) vs $8.8M (32.1%) in Q3 2024.
- Managed Premium $1.2B, up 142% YoY; ARR $192.4M, up from $117.6M.
- Fifth insurance company joined platform in Q3; sixth joined in Q4 2025.
- Cash and equivalents $140.9M, working capital $68.7M; strong operating cash flow $89.0M YTD.