Twfg TWFG
NASDAQ TWFG
$29.03 +0.59 (+2.08%)
As of: Aug 21, 2026 · 1:03 PM EDT

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
DateValue
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