earnings
confidence high
sentiment positive
materiality 0.80
TWFG Q3 revenue up 21.3% to $64.1M; appoints Katherine Nolan as President
TWFG, Inc.
2025-Q3 EPS reported
$0.34
revenue$178,254,000
- Total revenues $64.1M (up 21.3% YoY); net income $9.6M vs $6.9M; diluted EPS $0.11, adjusted diluted EPS $0.23.
- Adjusted EBITDA $17.0M (+44.7% YoY); margin 26.5% vs 22.2% (430 bps improvement).
- Total Written Premium $467.7M (+16.9%); MGA premium up 19.2%; organic revenue growth 10.2%.
- Full-year 2025 guidance: total revenues $240-245M, organic growth 11-13%, adjusted EBITDA margin 24-25%.
- Katherine Nolan, former COO, appointed President effective Nov 7, 2025; no new compensation arrangements.