---
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"
generated_at: "2026-05-13T20:15:52.825761+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Accelerant Q1 Exchange Written Premium $1.14B +16% YoY; Adjusted net income $38M +118%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001997350-26-000009
- JSON: https://secwatch.observer/filing/0001997350-26-000009.json
- Plain text: https://secwatch.observer/filing/0001997350-26-000009.txt

## Key facts
- Earnings Releases
  Accelerant Holdings reported the first quarter ended March 31, 2026 results: revenue $1,138.7, net income $ (4.1), EPS $0.02. Guidance reaffirmed.
  - Period: the first quarter ended March 31, 2026
  - Revenue: $1,138.7
  - Net income: $ (4.1)
  - EPS: $0.02
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1997350/000199735026000009/0001997350-26-000009-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.