Skyward Specialty Insurance

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across key profitability metrics, driven by robust premium growth and the integration of the Apollo acquisition. Total revenue reached $489.5M, slightly above the $471.6M estimate, while Diluted Operating EPS of $1.30 surged 46% YoY and outperformed the $1.17 consensus. Despite a slight shift in business mix affecting loss ratios, the combined ratio remained strong at 89.5%, supported by enhanced operating efficiencies and a 29% increase in fee-generating premiums.