$19.09
-0.049%TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. Its personal and commercial insurance products include auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers' compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits. The company was founded in 2001 and is based in The Woodlands, Texas. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.
Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.
Acceptable margins but limited operational leverage. Operating expense control is important.
Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.
Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.
Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.
TWFG • NASDAQ
| TWFG, Inc. Common Stock Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 |
|---|---|---|---|---|
REVENUE | ||||
248.3M | 193.7M | 167M | 147.8M | |
GROSS PROFIT | ||||
(170.2M) | (147.2M) | (130.8M) | (117.2M) | |
78.1M | 46.6M | 36.2M | 30.6M | |
OPERATING INCOME | ||||
(41M) | (18.6M) | (10.8M) | (6.9M) | |
(10.1M) | (16.7M) | (11M) | (9.7M) | |
37.1M | 27.9M | 25.4M | 23.7M | |
PRE-TAX INCOME | ||||
(155K) | (2.2M) | (1M) | (398K) | |
6.5M | 2.2M | -112K | -352K | |
(30.9M) | (2M) | -191K | -2.8M | |
7.3M | 2.2M | -129K | -370K | |
44.4M | 30.1M | 25.3M | 23.3M | |
NET INCOME | ||||
(3.3M) | (1.5M) | (0.0) | (0.0) | |
8M | 2.7M | 0.0 | 0.0 |
TWFG - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
8-K 8-K 2026 N/A | May 28, 2026 | May 28, 2026 | 2026 | |
10-Q 10-Q 2026 Q1 Q1 | May 08, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 07, 2026 | May 04, 2026 | 2026 | |
DEF 14A DEF 14A 2026 N/A | April 10, 2026 | May 27, 2026 | 2026 | |
10-K 10-K 2025 FY FY | March 10, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | February 25, 2026 | February 25, 2026 | 2026 | |
10-Q 10-Q 2025 Q3 Q3 | November 12, 2025 | September 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | November 12, 2025 | November 12, 2025 | 2025 | |
10-Q 10-Q 2025 Q2 Q2 | August 13, 2025 | June 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | August 12, 2025 | August 12, 2025 | 2025 |
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