Skyward Specialty Insurance

Q2 FY2026 EarningsFY26 Q2 results showed a significant top-line beat with revenue of $489.5M vs. $471.6M expected (+3.80%), driven by strong organic growth and the integration of Apollo. GAAP EPS of $1.07 slightly exceeded the $1.06 consensus mean (+0.94%), while net income GAAP of $49.0M beat the $48.5M estimate. Cash from operations of $184.2M for the six-month period suggests strong liquidity, though the effective tax rate of 22.8% was slightly higher than the 21.9% consensus.