Growth Metrics

Twfg (TWFG) Retained Earnings (2023 - 2026)

Twfg (TWFG) reported Retained Earnings of $26000.0 for Q1 2026, down 60.0% year-over-year from $65000.0 in Q1 2025, and down 99.89% on a QoQ basis from $23.3 million in Q4 2025.

Twfg (TWFG) has 4 years of Retained Earnings data on file, last reported at $26000.0 in Q1 2026.

  • Quarterly Retained Earnings fell 60.0% year-over-year to $26000.0 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $26000.0 (down 60.0% YoY) and the FY2025 annual result came in at $23.3 million, up 52.09% from the prior year.
  • Retained Earnings slipped to $26000.0 in Q1 2026 per TWFG's latest filing, from $23.3 million in the prior quarter.
  • Across five years, Retained Earnings topped out at $23.3 million in Q4 2025 and bottomed at $26000.0 in Q1 2026.
  • The 4-year median for Retained Earnings is $500000.0 (2023), against an average of $7.7 million.
  • The widest annual swing landed in 2024, when Retained Earnings surged 2957.6%; it then slumped 60.0% in 2026.
  • Tracing TWFG's Retained Earnings over 4 years: stood at $500000.0 in 2023, then surged by 2957.6% to $15.3 million in 2024, then jumped by 52.09% to $23.3 million in 2025, then plunged by 99.89% to $26000.0 in 2026.
  • Per Business Quant, the three latest TWFG Retained Earnings figures stand at $26000.0 (Q1 2026), $23.3 million (Q4 2025), and $40000.0 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Aon 69.60 Bn 68.21 Bn - -3.93 Bn
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - -566.00 Mn
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn -2.87 Bn
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 128.00 Mn
5 XChange TEC.INC 6.95 Bn 6.95 Bn - -643.43 Mn
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn -1.54 Bn
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 982.40 Mn
8 Baldwin Insurance 1.84 Bn 2.28 Bn - 2.74 Mn
9 Goosehead Insurance 1.01 Bn 899.53 Mn - -128.47 Mn
10 Twfg 279.02 Mn 351.22 Mn - 26,000.00

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 26,000.00
Dec 31, 2025 23.25 Mn
Sep 30, 2025 40,000.00
Jun 30, 2025 18.58 Mn
Mar 31, 2025 65,000.00
Dec 31, 2024 15.29 Mn
Sep 30, 2024 82,000.00
Jun 30, 2024 11.25 Mn
Dec 31, 2023 500,000.00