---
schema_version: "secwatch.filing_event.v1"
accession: "0002007596-24-000003"
form_type: "8-K"
ticker: "TWFG"
cik: "0002007596"
company_name: "TWFG, Inc."
filed_at: "2024-08-27T23:59:59+00:00"
generated_at: "2026-05-31T07:30:21.205909+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# TWFG Q2 2024: Revenue up 17.4% to $53.3M; adj. EBITDA up 25.8% to $10.8M

## Summary
- Total written premium grew 20.3% YoY to $393.6M; total revenue $53.3M (+17.4% YoY).
- Net income $6.9M (margin 13.0%) vs $7.1M; adjusted net income $9.8M (+18.1% YoY).
- Adjusted EBITDA $10.8M (+25.8% YoY); margin expanded to 20.2% from 18.8%.
- Organic revenue growth rate 13.8%; completed IPO in July 2024.
- Revised Adjusted Net Income methodology now excludes intangible amortization (add-back).

## SEC filing metadata
- accession: 0002007596-24-000003
- form_type: 8-K
- ticker: TWFG
- cik: 0002007596
- company_name: TWFG, Inc.
- filed_at: 2024-08-27T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2007596/000200759624000003/0002007596-24-000003-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2007596/000200759624000003/twfg-20240827.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0002007596-24-000003
- JSON: https://secwatch.observer/filing/0002007596-24-000003.json
- Plain text: https://secwatch.observer/filing/0002007596-24-000003.txt

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