{"schema_version":"secwatch.filing_event.v1","accession":"0001997350-26-000009","form_type":"8-K","ticker":"ARX","cik":"0001997350","company_name":"Accelerant Holdings","filed_at":"2026-05-13T20:13:18+00:00","discovered_at":"2026-05-13T20:14:00.488089+00:00","generated_at":"2026-05-13T20:15:52.825761+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Accelerant Q1 Exchange Written Premium $1.14B +16% YoY; Adjusted net income $38M +118%","bullets":["Q1 Exchange Written Premium $1.14B, +16% YoY; Third-Party DWP 41% of volume vs 19% prior year.","GAAP net loss $4M ($0.02 loss per share); adjusted net income $38M ($0.17 adj. EPS), up 118% YoY.","Adjusted EBITDA $66M; fee-based operating revenue grew 52% and adj. EBITDA up 112% YoY.","Q2 2026 guidance: Adj. EBITDA $60-$66M; FY 2026 adj. EBITDA at least $285M ($276M fee-based).","Repurchased 828,333 Class A shares for $11M during Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0001997350-26-000009","json":"https://secwatch.observer/filing/0001997350-26-000009.json","markdown":"https://secwatch.observer/filing/0001997350-26-000009.md","text":"https://secwatch.observer/filing/0001997350-26-000009.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1997350/000199735026000009/0001997350-26-000009-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1997350/000199735026000009/arx-20260513.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-13T20:15:52.825761+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c0db35a9eb0189b9b6850440db6defbdf28f8398","claim":"Accelerant Holdings reported the first quarter ended March 31, 2026 results: revenue $1,138.7, net income $ (4.1), EPS $0.02. Guidance reaffirmed.","evidence_excerpt":"Key Results Three Months Ended March 31, (in millions, unless indicated) 2026 2025 Number of members 296 232 Net revenue retention 116 % 157 % Exchange written premium $ 1,138.7 $ 985.2 Accelerant direct written premium 59 % 81 % Third-party direct written premium 41 % 19 % Accelerant-retained exchange premium 10 % 8 % Exchange","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1997350/000199735026000009/0001997350-26-000009-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$1,138.7"},{"label":"Net income","value":"$ (4.1)"},{"label":"EPS","value":"$0.02"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}