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Earnings history
implied in pale · realized in full ink
Q2 FY26—
▲ +2.66%—
3-quarter memory
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
TWFG kept 19.71% of Q2 FY2026 revenue as profit. Revenue +20.14% on Q1 FY2026, +45.11% on Q2 FY2025.
Revenue
$88M▲ +20.14% q/q
Gross profit
$76M▲ +20.32% q/q
86.54% margin
Cost of revenue
$12M▲ +18.99% q/q
Operating income
$18M▲ +42.39% q/q
20.10% margin
Operating expenses
$58M▲ +14.93% q/q
Other operating $42M
SG&A $9M
Depreciation $7M
Pre-tax income
$18M▲ +28.64% q/q
Net income
$17M▲ +31.90% q/q
19.71% margin
Tax
$1M▼ −9.00% q/q
Other income
$695,000▼ −62.65% q/q
Revenue$88M
Gross profit$76M86.54%
Operating income$18M20.10%
Pre-tax income$18M
Net income$17M19.71%
Cost of revenue
$12M · 13.46%
Operating expenses
$58M · 66.44%
Tax
$1M · 1.18%
Other income joins
$695,000 · 0.79%
Standardized lines from TWFG’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
CPIconsumer prices1.7×up 2 of 9±3.5% vs ±2.1% · 9
NFPjobs report1.4×up 4 of 9±3.0% vs ±2.1% · 9
FOMCrate decision1.2×up 8 of 17±2.5% vs ±2.1% · 17
PPIproducer prices1.0×up 5 of 9±2.1% vs ±2.1% · 9
CPROFcorporate profits0.8×up 6 of 11±1.6% vs ±2.1% · 11
PCEpersonal income & outlays0.7×up 11 of 18±1.6% vs ±2.1% · 18
GDPgross domestic product0.7×up 10 of 18±1.4% vs ±2.1% · 18
Past release days against TWFG’s ordinary ±2.1% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Intraday
▲ +1.23% since 9 AM
26.599 AM11 AM2 PM4 PM
26.626.826.927.0prev26.7027.12
High 27.12 at 4:00 pm ET, low 26.59 at 3:30 pm ET.