Twfg (TWFG) Retained Earnings (2023 - 2026)
Twfg (TWFG) posted quarterly Retained Earnings of $26000.0 for Q1 2026, down 99.84% year-over-year from $16.6 million in Q1 2025, and down 99.96% quarter-over-quarter from $60.0 million in Q4 2025.
Twfg (TWFG) Retained Earnings (2023 - 2026) Analysis & Trends
Twfg (TWFG) has reported Retained Earnings for 4 consecutive years, with $26000.0 the latest figure, recorded in Q1 2026.
- In Q1 2026, Retained Earnings fell 99.84% year-over-year to $26000.0; the TTM figure through Mar 2026 stood at $26000.0 (down 99.84% YoY), while the FY2025 annual figure was $60.0 million, up 292.14% from the prior year.
- Retained Earnings declined to $26000.0 in Q1 2026 per TWFG's latest filing, from $60.0 million in the prior quarter.
- Across five years, Retained Earnings topped out at $60.0 million in Q4 2025 and bottomed at $26000.0 in Q1 2026.
- Historically, Retained Earnings has averaged $13.1 million across 4 years, with a median of $4.8 million in 2023.
- Annual changes were most pronounced in 2025 — Retained Earnings surged 24662.2% — and 2026, when it plunged 99.84%.
- Twfg's Retained Earnings stood at $4.8 million in 2023, then soared by 218.17% to $15.3 million in 2024, then jumped by 292.14% to $60.0 million in 2025, then tumbled by 99.96% to $26000.0 in 2026.
- Business Quant data shows TWFG's Retained Earnings at $26000.0 in Q1 2026, $60.0 million in Q4 2025, and $20.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | XChange TEC.INC | 264.13 Bn | 264.13 Bn | - | -670.21 Mn |
| 2 | Marsh & Mclennan Companies | 92.14 Bn | 79.94 Bn | 6.04 Bn | 29.30 Bn |
| 3 | Aon | 75.64 Bn | 74.38 Bn | - | -3.99 Bn |
| 4 | Arthur J. Gallagher | 67.51 Bn | 66.13 Bn | - | 6.59 Bn |
| 5 | Willis Towers Watson | 32.11 Bn | 30.45 Bn | 2.09 Bn | -2.85 Bn |
| 6 | Brown & Brown | 24.01 Bn | 23.10 Bn | 1.41 Bn | 7.59 Bn |
| 7 | Erie Indemnity | 12.22 Bn | 11.87 Bn | - | 3.66 Bn |
| 8 | Neptune Insurance Holdings | 4.58 Bn | 4.56 Bn | - | -491.21 Mn |
| 9 | Accelerant Holdings | 4.28 Bn | 2.62 Bn | 285.20 Mn | 2.19 Bn |
| 10 | Twfg | 380.19 Mn | 287.44 Mn | - | 27.38 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 27.38 Mn |
| Mar 31, 2026 | 26,000.00 |
| Dec 31, 2025 | 59.95 Mn |
| Sep 30, 2025 | 20.31 Mn |
| Jun 30, 2025 | 52,000.00 |
| Mar 31, 2025 | 16.63 Mn |
| Dec 31, 2024 | 15.29 Mn |
| Sep 30, 2024 | 82,000.00 |
| Jun 30, 2024 | 467,000.00 |
| Dec 31, 2023 | 4.81 Mn |