Ategrity Specialty Holdings LLC

Q2 FY2026 EarningsQ2 FY26 results beat consensus across all key metrics: total revenue reached $148.5M vs. $140.9M expected, and GAAP Diluted EPS of $0.67 significantly exceeded the $0.54 mean estimate. Growth was driven by a 23.4% YoY increase in Gross Written Premiums (GWP) to $206.8M, supported by both Casualty and Property lines. The combined ratio improved to 85.9% (vs. 88.9% in Q2 FY25), reflecting strong operating leverage and a 3.5pct reduction in the expense ratio. BPS of $13.86 also outperformed the $13.51 consensus, bolstered by robust retained earnings growth.