TWFG Q4 revenue rises 33%, beats expectations

TWFG

25/02/2026 22:08

Overview

Insurance distributor's Q4 revenue rose 33%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company approved $50 mln share repurchase program

Outlook

TWFG Inc expects 2026 revenue growth of 15-20%, reaching $285-300 mln

Company anticipates 2026 adjusted EBITDA margin of 22-25%

TWFG Inc forecasts 2026 organic revenue growth rate of 10-15%

Result Drivers

ACQUISITIONS - Revenue growth driven by acquisition of corporate stores and TWFG MGA FL, LLC

DIVERSIFIED PLATFORM - Strong performance attributed to diversified distribution platform combining agency operations, MGA programs, and technology systems

Company press release: ID:nGNX6RrNNz

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$68.80 mln
$61.92 mln (5 Analysts)
Q4 Adjusted EPS
Beat
$0.30
$0.19 (7 Analysts)
Q4 EPS
$0.18
Q4 Adjusted Net Income
Beat
$16.70 mln
$10.33 mln (5 Analysts)
Q4 Adjusted EBITDA
Beat
$21.70 mln
$14.06 mln (4 Analysts)
Q4 Organic Growth
11.70%


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 $31.00, about 81.9% above its February 24 closing price of $17.04

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 30 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.)