NP Neptune (NP) Q2 FY26 earnings call
Neptune delivered its best quarter ever, driven by strong distribution momentum, AI-powered tools for agents, and expanded product offerings. The company is leveraging technology to enhance efficiency and scale without proportional headcount growth, leading to record per-employee metrics. While the outlook is positive, the company's guidance prudently accounts for a benign hurricane season and does not factor in potential future FEMA policy changes.
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NP operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Employees | 62Q1 was a very strong quarter for our system and our team of 62 exceptional employees.Source: earnings call transcript | 59I think we're at 59 today.Source: earnings call transcript | 59Over this past year, I'm incredibly proud that we have grown our revenue by 34%, our adjusted EBITDA by 38%, our premium in force by 32%, our policies in force by 29%, all while our number of employees has actually fallen from 60 to 59.Source: earnings call transcript | 0% |
| Policies in force | — | 316K+Premium in force reached 419 million, up 32%, and we now have over 316,000 policies in force, up 29%.Source: earnings call transcript | 336K+Premium in force reached $450 million, up 32%, and we now have more than 336,000 policies in force, up 29%.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.