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TWFG TWFG, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Financials

Scale

Market cap
$1.7bn
Revenue TTM
$295m
Net income TTM
$42m
Free cash flow
$60m
Composite score
Sector rank
#1741

Valuation

P / E
40.1
EV / EBITDA
20.6
EV / sales
5.5
FCF yield
3.54%
Earnings yield vs 10-yr
-2.24pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
14.2%
EBITDA margin
26.5%
ROE
91.0%
ROIC
Revenue growth

Insider activity, last 90 days

Net open-market
$1.43m
Buyers
1
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The PSUs are divided into two tranches: 50 % Adjusted EBIT DA PSUs and 50 % Organic Revenue PSUs. EARNINGS PER SHARE For the three and six months ended June 30, 2026 and June 30, 2025 , basic earnings per share was calculated by dividing net earnings attributable to Class A common stockholder s by the weighted average number of shares of Class A Common Stock outstanding for the same period. The following table summarizes our results of operations for the periods presented (in thousands): Comparison of the Three Months Ended June 30, 2026 and 2025 Total revenues The following table presents the disaggregation of our revenues by offerings (in thousands): Total revenues for th e three months en …TWFG, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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