earnings
confidence high
sentiment positive
materiality 0.80
TWFG Q1 2026: Revenue $72.8M (+35.3%), Adj. EBITDA $21.2M (+73.9%), net income $13.1M
TWFG, Inc.
2026-Q1 EPS reported
$0.12
revenue$72,841,000
- Total revenues grew 35.3% to $72.8M; organic revenue growth rate 10.1%.
- Net income $13.1M vs $6.9M YoY; diluted EPS $0.12, adj. diluted EPS $0.29.
- Adjusted EBITDA $21.2M, up 73.9% YoY; margin expanded 650 bps to 29.1%.
- Share repurchase: $40M repurchased under $50M authorization; $10M remaining.
- Full-year guidance reaffirmed: 15-20% total revenue growth, 10-15% organic, adj. EBITDA margin 22-25%.