Octave Specialty (OSG) Tax Rate (2010 - 2023)
Octave Specialty (OSG) recorded Tax Rate of -4.16% in Q2 2026, down 13.61 percentage points from 9.45% a year earlier and down 18.54 percentage points from the prior quarter.
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Analysis
Octave Specialty (OSG) Tax Rate (2010 - 2023) Analysis & Trends
On a TTM basis, Octave Specialty's Tax Rate came in at -10.27% as of Jun 30, 2026, down 12.73 percentage points year-over-year; for FY2025, it came in at -5.16%, down 3.61 percentage points from FY2024.
- Annual Tax Rate has a five-year change of -5.84 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at -1.54% in FY2024 (+2.54 pp), -4.08% in FY2023 (-5.38 pp), 1.29% in FY2022 (-898.71 pp) and 900.00% in FY2021 (+899.32 pp).
- Quarterly Tax Rate has ranged from -29.95% in Q4 2025 to 16.67% in Q2 2022 over the past five years.
- On a year-over-year basis, Tax Rate rose in four of the last eight quarters, with an average year-over-year change of -3.13 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 77.78 percentage points in Q2 2022, against a drop of 34.85 percentage points in Q2 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 14.38% (Q1 2026), -29.95% (Q4 2025) and 3.87% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 140.53 Bn | 87.11 Bn | 9.13 Bn | 20.47% |
| 2 | Progressive | 132.56 Bn | 108.39 Bn | 9.04 Bn | 21.34% |
| 3 | Marsh & Mclennan Companies | 93.84 Bn | 86.00 Bn | - | 21.39% |
| 4 | Travelers Companies | 85.37 Bn | 61.62 Bn | 6.23 Bn | 20.20% |
| 5 | Manulife Financial | 76.87 Bn | -18.01 Bn | - | - |
| 6 | Arthur J. Gallagher | 68.98 Bn | 63.39 Bn | - | 21.74% |
| 7 | Allstate | 65.59 Bn | 26.86 Bn | 8.73 Bn | 21.03% |
| 8 | Metlife | 65.46 Bn | -41.32 Bn | 7.82 Bn | 24.73% |
| 9 | Aon | 65.04 Bn | 58.25 Bn | - | 21.96% |
| 10 | Octave Specialty | 216.06 Mn | -305.74 Mn | 69.65 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2023 | 1.47% |
| Sep 30, 2022 | 0.58% |
| Jun 30, 2022 | 16.67% |
| Sep 30, 2021 | 10.53% |
| Mar 31, 2021 | 10.53% |
| Sep 30, 2019 | 4.35% |
| Jun 30, 2018 | 33.25% |
| Mar 31, 2018 | 0.85% |
| Jun 30, 2017 | 49.19% |
| Sep 30, 2016 | 13.09% |
| Jun 30, 2016 | 5.13% |
| Mar 31, 2016 | 26.75% |
| Jun 30, 2015 | 1.37% |
| Mar 31, 2015 | 0.79% |
| Dec 31, 2014 | 1.34% |
| Sep 30, 2014 | 2.77% |
| Mar 31, 2014 | 2.04% |
| Sep 30, 2013 | 0.26% |
| Jun 30, 2013 | 0.25% |
| Mar 31, 2013 | 0.23% |
API Access
Octave Specialty Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=OSG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "OSG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=OSG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();