American Integrity Insurance

Q2 FY2026 EarningsQ2 FY26 beat consensus across all headline metrics: total revenue of $115.2M exceeded the $93.4M estimate by 23.37%, while GAAP EPS of $1.74 significantly outperformed the $0.87 expected mean. Net premiums earned surged 58.2% YoY, driven by strong Voluntary Market growth and a reduction in quota share reinsurance ceding. Despite a 26.4% effective tax rate coming in slightly above the 24.0% consensus, the underlying profitability remained robust with a combined ratio of 63.4% and a BVPS of $18.86 vs. $18.02 expected.