earnings
confidence high
sentiment positive
materiality 0.80
TWFG Q2 revenue $87.5M (+45%), net income $17.3M; guidance raised
TWFG, Inc.
- Total revenues $87.5M, up 45.1% YoY; net income $17.3M, up 92% from $9.0M.
- Adjusted EBITDA $26.6M, up 75.8%; margin expanded 530 bps to 30.4%.
- Organic Revenue Growth Rate 37.0%; Total Written Premium $569.9M, up 26.6%.
- Full-year 2026 guidance raised: revenues $300-320M (prev $285-300M), Adj EBITDA margin 23-27% (prev 22-25%).
- Share repurchase: $42.9M used to buy 2.25M shares; $7.1M remaining under $50M authorization.