Jun 2026 (Q2 FY26) — Aug 6, 2026
TWFG Q2 FY26 — Strong Organic Growth and MGA Platform Expansion Drive Profitability
Read the full callTWFG (TWFG) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
TWFG earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 87.5 | +45.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 20.1 | +7.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 2.4 | +21.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$25.02 +3.77% · +$0.91
Performance −7.5% 1Y
1Y: $27.06 on 14 Oct 2025 → $25.02. High $31.15 (25 Aug 2026), low $17.04 (24 Feb 2026).
- Previous close
- $24.11
- 52-week range
- $17.04 – $31.15
- One year
- −4.65%
Overview
- Symbol
- TWFG
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
TWFG earnings calls (TWFG)
Financials
What the filings say
Net profit, year on year: +21% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 53 | 52 | 54 | 60 | 64 | 70 | 73 | 88 |
| Operating profit | 6 | 7 | 6 | 7 | 9 | 15 | 12 | 18 |
| Operating margin | 11.3% | 13.8% | 10.7% | 12.2% | 14.1% | 21.1% | 17.0% | 20.1% |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | 7 | 9 | 8 | 10 | 11 | 17 | 14 | 18 |
| Tax rate | 6.0% | 11.5% | 8.7% | 6.4% | 9.2% | 6.1% | 8.0% | 5.6% |
| Net profit | 1 | 8 | 1 | 2 | 2 | — | 2 | 2 |
| EPS ($ per share) | 0.08 | — | 0.09 | 0.13 | 0.11 | — | 0.12 | 0.18 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Reserves | — | 5 | 15 | 23 |
| Total liabilities | — | 84 | 48 | 56 |
| Fixed assets | — | 1 | 3 | 3 |
| Total assets | — | 115 | 323 | 372 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | 26 | 30 | 40 | 54 |
| Cash from investing | -15 | -15 | -25 | -70 |
| Cash from financing | -15 | -10 | 143 | -21 |
| Net cash flow | -4 | 6 | 159 | -37 |
| Capital expenditure | -0 | -0 | -3 | -0 |
| Free cash flow | 26 | 30 | 37 | 53 |
Insider filings
55 filings between Dec 1, 2025 and Jul 17, 2026.
Open market
decisions to buy or sellPurchases
$3.35M
12 purchases by 1 insider
Sales
None
No insider sold shares.
Compensation
not trading decisions- 16
- Award — granted as compensation
- 13
- Tax withheld — shares kept back by the company to cover tax
Also filed: 14 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| DOAK MICHAEL | $3.35M | — | Jun 5, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 17, 2026 | Nolan Katherine C Chief Operating Officer | Tax withheld | 11,559 | $304.6K |
| Jul 17, 2026 | Benes Julie E. General Counsel and Secretary | Tax withheld | 6,171 | $162.6K |
| Jul 17, 2026 | Bunch Richard F. III President and CEO | Tax withheld | 17,733 | $467.3K |
| Jul 17, 2026 | Bunch Michelle Caroline Director | Tax withheld | 17,733 | $467.3K |
| Jul 17, 2026 | Bunch Charles Alexander Chief Creative & Marketing Off | Tax withheld | 6,163 | $162.4K |
| Jul 17, 2026 | Zwinggi Janice E. Chief Financial Officer | Tax withheld | 7,710 | $203.2K |
| Jun 5, 2026 | Bunch Richard F. III President and CEO | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Richard F. III President and CEO | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Michelle Caroline Director | Gift | 529,568 | $0 |
| Jun 5, 2026 | Bunch Michelle Caroline Director | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Michelle Caroline Director | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Michelle Caroline Director | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Michelle Caroline Director | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Michelle Caroline Director | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Michelle Caroline Director | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Richard F. III President and CEO | Gift | 529,568 | $0 |
| Jun 5, 2026 | Bunch Richard F. III President and CEO | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Richard F. III President and CEO | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Richard F. III President and CEO | Gift | 264,784 | $0 |
| Jun 5, 2026 | Bunch Richard F. III President and CEO | Gift | 264,784 | $0 |
| Jun 5, 2026 | DOAK MICHAEL Director | Purchase | 7,865 | $153.0K |
| Jun 4, 2026 | DOAK MICHAEL Director | Purchase | 11,000 | $210.0K |
| Jun 3, 2026 | DOAK MICHAEL Director | Purchase | 22,994 | $428.1K |
| Jun 2, 2026 | DOAK MICHAEL Director | Purchase | 16,500 | $317.6K |
| Jun 1, 2026 | DOAK MICHAEL Director | Purchase | 16,500 | $318.9K |
| May 29, 2026 | DOAK MICHAEL Director | Purchase | 11,330 | $213.8K |
| May 28, 2026 | DOAK MICHAEL Director | Purchase | 11,000 | $207.6K |
| May 27, 2026 | DOAK MICHAEL Director | Purchase | 24,880 | $463.3K |
| May 26, 2026 | DOAK MICHAEL Director | Purchase | 11,000 | $211.5K |
| May 22, 2026 | DOAK MICHAEL Director | Purchase | 11,000 | $207.8K |
| May 21, 2026 | DOAK MICHAEL Director | Purchase | 17,538 | $324.8K |
| May 20, 2026 | DOAK MICHAEL Director | Purchase | 15,745 | $295.8K |
| Mar 31, 2026 | Bunch Richard F. III President and CEO | Award | 27,500 | $0 |
| Mar 31, 2026 | Ferracone Robin A Director | Award | 4,000 | $0 |
| Mar 31, 2026 | Wong Janet S. Director | Award | 4,000 | $0 |
| Mar 31, 2026 | DOAK MICHAEL Director | Award | 4,000 | $0 |
| Mar 31, 2026 | Anderson Jonathan James Director | Award | 4,000 | $0 |
| Mar 31, 2026 | Nolan Katherine C Chief Operating Officer | Award | 12,500 | $0 |
| Mar 31, 2026 | Nolan Katherine C Chief Operating Officer | Tax withheld | 828 | $15.2K |
| Mar 31, 2026 | Vijaya Gopal Mohan Babu Chief Technology Officer | Award | 3,250 | $0 |
| Mar 31, 2026 | McGuire Andrew Vincent Chief Underwriting Officer | Award | 4,000 | $0 |
| Mar 31, 2026 | Zwinggi Janice E. Chief Financial Officer | Award | 12,500 | $0 |
| Mar 31, 2026 | Zwinggi Janice E. Chief Financial Officer | Tax withheld | 839 | $15.4K |
| Mar 31, 2026 | Padgett Gene Chief Accounting Officer | Award | 3,250 | $0 |
| Mar 31, 2026 | Padgett Gene Chief Accounting Officer | Tax withheld | 224 | $4.1K |
| Mar 31, 2026 | Benes Julie E. General Counsel and Secretary | Award | 5,000 | $0 |
| Mar 31, 2026 | Benes Julie E. General Counsel and Secretary | Tax withheld | 337 | $6.2K |
| Mar 31, 2026 | Bunch Charles Alexander Chief Creative & Marketing Off | Award | 5,000 | $0 |
| Mar 31, 2026 | Bunch Charles Alexander Chief Creative & Marketing Off | Tax withheld | 326 | $6.0K |
| Mar 31, 2026 | Bunch Michelle Caroline Director | Award | 4,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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