TWFG Q1 revenue rises, beats estimates

TWFG

07/05/2026 21:19

Overview

US insurance distributor's Q1 revenue rose 35%, beating analyst expectations

Adjusted EPS and adjusted net income for Q1 beat analyst expectations

Company repurchased $40 mln of shares under its authorized buyback plan

Outlook

TWFG reaffirms 2026 total revenue growth guidance of 15% to 20%, or $285 mln to $300 mln

Company expects 2026 organic revenue growth rate of 10% to 15%

TWFG sees 2026 adjusted EBITDA margin of 22% to 25%

Result Drivers

ACQUISITIONS - Recent acquisitions, including Asset Protection Insurance Associates and TWFG MGA FL, LLC, contributed to revenue and premium growth

ORGANIC GROWTH - Double-digit organic revenue growth driven by new business production, rate moderation, and expanded market access

MARGIN EXPANSION - Higher-margin MGA operations and operating leverage from acquisitions supported margin improvement

Company press release: ID:nGNX3Bk3Ds

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$72.84 mln
$67.12 mln (4 Analysts)
Q1 Adjusted EPS
Beat
$0.29
$0.20 (6 Analysts)
Q1 EPS
$0.12
Q1 Adjusted Net Income
Beat
$16.15 mln
$10.98 mln (3 Analysts)
Q1 Adjusted EBITDA
Beat
$21.20 mln
$14.27 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

Wall Street's median 12-month price target for TWFG Inc is $29.00, about 53.3% above its May 6 closing price of $18.92

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 28 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)