Twfg (TWFG) Tax Rate (2024 - 2026)
Twfg (TWFG) posted quarterly Tax Rate of 7.74% for Q1 2026, down 100.0% year-over-year from inf% in Q1 2025, and up 32.18% quarter-over-quarter from 5.86% in Q4 2025.
Twfg (TWFG) Tax Rate (2024 - 2026) Analysis & Trends
Twfg (TWFG) has reported Tax Rate for 3 consecutive years, with 7.74% the latest figure, recorded in Q1 2026.
- In Q1 2026, Tax Rate fell 100.0% year-over-year to 7.74%; the TTM figure through Mar 2026 stood at 7.23% (up 29.0% YoY), while the FY2025 annual figure was 7.38%, up 241.0% from the prior year.
- Tax Rate improved to 7.74% in Q1 2026 per TWFG's latest filing, from 5.86% in the prior quarter.
- Across five years, Tax Rate topped out at 11.49% in Q4 2024 and bottomed at 5.86% in Q4 2025.
- Historically, Tax Rate has averaged 7.95% across 3 years, with a median of 7.74% in 2026.
- On a YoY basis, Tax Rate climbed as much as 347 bps in 2025 and fell as far as 563 bps in 2025.
- Twfg's Tax Rate stood at 11.49% in 2024, then plunged by 49 bps to 5.86% in 2025, then soared by 32 bps to 7.74% in 2026.
- Business Quant data shows TWFG's Tax Rate at 7.74% in Q1 2026, 5.86% in Q4 2025, and 9.44% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | XChange TEC.INC | 264.44 Bn | 264.44 Bn | - | - |
| 2 | Marsh & Mclennan Companies | 92.33 Bn | 80.13 Bn | 6.04 Bn | 24.15% |
| 3 | Aon | 75.68 Bn | 74.41 Bn | - | 21.96% |
| 4 | Arthur J. Gallagher | 67.78 Bn | 66.39 Bn | - | 21.74% |
| 5 | Willis Towers Watson | 32.16 Bn | 30.50 Bn | 2.09 Bn | 19.52% |
| 6 | Brown & Brown | 23.96 Bn | 23.04 Bn | 1.41 Bn | 24.54% |
| 7 | Erie Indemnity | 12.19 Bn | 11.84 Bn | - | 20.95% |
| 8 | Neptune Insurance Holdings | 4.60 Bn | 4.58 Bn | - | 31.88% |
| 9 | Accelerant Holdings | 4.29 Bn | 2.63 Bn | 285.20 Mn | 8.47% |
| 10 | Twfg | 379.53 Mn | 286.78 Mn | - | 5.64% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 5.64% |
| Jun 30, 2026 | 5.64% |
| Jun 30, 2026 | 5.64% |
| Mar 31, 2026 | 7.74% |
| Mar 31, 2026 | 7.74% |
| Mar 31, 2026 | 7.74% |
| Dec 31, 2025 | 5.86% |
| Dec 31, 2025 | 5.86% |
| Dec 31, 2025 | 5.86% |
| Sep 30, 2025 | 9.44% |
| Sep 30, 2025 | 9.44% |
| Sep 30, 2025 | 9.44% |
| Jun 30, 2025 | 6.44% |
| Jun 30, 2025 | 6.44% |
| Jun 30, 2025 | 6.44% |
| Mar 31, 2025 | 8.74% |
| Mar 31, 2025 | 8.74% |
| Mar 31, 2025 | 8.74% |
| Dec 31, 2024 | 11.49% |
| Dec 31, 2024 | 11.49% |