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Q2 FY2026 EarningsQ2 FY2026 results showed significant top-line pressure due to accounting transitions, with revenue of $314.17M largely in line with consensus. Despite a reported GAAP net loss of -$20.32M (vs. -$20.32M expected), underlying performance was robust with Written Premiums up 19% and Adjusted EBITDA growing 32% to $160M. The transition to 100% premium assumption under the Markel arrangement caused temporary GAAP optics issues, but management raised full-year guidance, signaling strong momentum in the flywheel business model.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Hagerty(HGTY) the Revenue is 354.82 M (-3.76%), Beat estimate;the EBIT is 2.26 M (-95.26%), Beat estimate;the EPS is -0.02 (-112.5%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.35B3.76%
0.31B14.79%
+0.04B11.03%
EBITExceed expectations
0.00B95.26%
-0.02B149.54%
+0.03B54.28%
EPSExceed expectations
-0.02112.50%
-0.0782148.87%
+0.058236.37%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf
