Recent 8-K filings for TWFG

• May 7, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  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%.

• February 25, 2026, 6:59 PM ET earnings materiality 0.78 positive item 2.02item 8.01item 9.01

  TWFG Q4 revenues +33% to $68.8M, Adj. EBITDA +57%, authorizes $50M buyback, guides 15-20% revenue growth for 2026

  Q4 total revenue $68.8M (+33% YoY); net income $14.4M vs $8.2M; Adj. EBITDA $21.7M (+56.9%).

• November 12, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 5.02item 9.01

  TWFG Q3 revenue up 21.3% to $64.1M; appoints Katherine Nolan as President

  Total revenues $64.1M (up 21.3% YoY); net income $9.6M vs $6.9M; diluted EPS $0.11, adjusted diluted EPS $0.23.

• August 12, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  TWFG Q2 2025 revenue $60.3M (+13.8%); adjusted EBITDA $15.1M (+40.7%)

  Total revenues $60.3M, +13.8% YoY; net income $9.0M vs $6.9M; diluted EPS $0.13.

• May 13, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  TWFG Q1 revenue up 16.6% to $53.8M; raises FY2025 guidance

  Total revenues $53.8M (+16.6% YoY); total written premium $371.0M (+15.5%).

• May 2, 2025, 7:59 PM ET M&A materiality 0.60 positive item 7.01item 9.01

  TWFG acquires two insurance agencies in TX and NC; hires Denise Davis as VP of Retail Operations

  Acquired Denise Davis Insurance in Tomball, TX, converted to TWFG Corporate Branch effective April 1, 2025.

• March 19, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  TWFG Q4 revenue up 30.8% to $51.7M, Adj. EBITDA +91.7%; guides FY2025 rev $235-250M

  Q4 total revenue $51.7M (+30.8% YoY); net income $8.2M vs $5.2M.

• November 12, 2024, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  TWFG Q3 revenue up 14.5% to $54.6M; Adjusted EBITDA up 29.7% to $11.7M

  Total Written Premium rose 13% to $400.1M; Organic Revenue Growth Rate 7.6%.

• August 27, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

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

  Total written premium grew 20.3% YoY to $393.6M; total revenue $53.3M (+17.4% YoY).

• July 23, 2024, 7:59 PM ET other material materiality 0.85 positive item 1.01item 3.02item 3.03item 5.03item 5.02item 9.01 ◈ executive_change ×2

  TWFG prices IPO at $17.00 per share, sells 12.65M shares including overallotment

  IPO priced at $17.00 per share; underwriters exercised overallotment in full for 1.65M additional shares.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.68 · Most common event earnings

12 positive 0 negative 4 neutral

source · TWFG on sec.gov