secwatch.observer — SEC 8-K summary ====================================== Issuer: TWFG, Inc. (TWFG) CIK: 0002007596 Form: 8-K Filed at: 2026-05-07T23:59:59+00:00 Accession: 0001628280-26-032140 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 TWFG Q1 2026: Revenue $72.8M (+35.3%), Adj. EBITDA $21.2M (+73.9%), net income $13.1M -------------------------------------------------------------------------------- - 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%. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/2007596/000162828026032140/0001628280-26-032140-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/2007596/000162828026032140/twfg-20260506.htm HTML page: https://secwatch.observer/filing/0001628280-26-032140 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer