Bowhead Specialty

BOW
34.1600.62% ( +0.210 )
Closed: Nov 3, 16:00:00 (EDT)

Q3 FY2026 EarningsQ3 FY26 results were mixed relative to consensus: revenue of $171.8M missed the $178.0M expectation by 3.5%, primarily due to higher-than-expected ceded premiums. However, Adjusted EPS of $0.54 beat the $0.51 consensus, driven by strong investment income and disciplined expense management. The Digital underwriting model remains a high-growth bright spot, with Baleen Specialty premiums surging 155% YoY, though the overall loss ratio widened 1.4pct to 67.3% due to lower ceded loss activity.

Financial report interval: 2026.06.30 - 2026.09.30

Overview: Bowhead Specialty(BOW) the Revenue is 171.77 M (+19.34%), Miss estimate;the EPS is 0.38 (-15.56%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.17B19.34%
0.18B23.68%
-0.01B4.34%
EPSMiss expectations
0.3815.56%
0.524316.52%
-0.144332.08%

Upcoming earnings report - FY2026 Annual Earning Release

Available dateFeb 24, 2027
Estimate Revenue672.56 M
Estimate EBIT100.15 M
Estimate EPS2.0305

Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
Quarterly

EPS

ActualEstimateUnit: USD
Quarterly