Twfg (TWFG) Tax Rate (2024 - 2026)
Twfg (TWFG) reported Tax Rate of 7.97% for Q1 2026, down 135.0% year-over-year from 22.78% in Q1 2025, and up 33.29% quarter-over-quarter from 5.98% in Q4 2025.
Twfg (TWFG) Tax Rate (2024 - 2026) Analysis & Trends
Twfg (TWFG) has 3 years of Tax Rate data on file, last reported at 7.97% in Q1 2026.
- Tax Rate for Q1 2026 came in at 7.97%, down 135.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 7.3% (up 21.0% YoY), and the FY2025 annual result was 7.42%, up 246.0% from the prior year.
- Tax Rate rose to 7.97% in Q1 2026 per TWFG's latest filing, from 5.98% in the prior quarter.
- Over five years, Tax Rate peaked at 11.49% in Q4 2024 and troughed at 5.96% in Q3 2024.
- A 3-year average of 8.06% and a median of 7.97% in 2026 frame the typical range for Tax Rate.
- On a YoY basis, Tax Rate climbed as much as 347 bps in 2025 and fell as far as 551 bps in 2025.
- A 3-year view of Tax Rate shows it stood at 11.49% in 2024, then plunged by 48 bps to 5.98% in 2025, then soared by 33 bps to 7.97% in 2026.
- Business Quant data shows TWFG's Tax Rate at 7.97% in Q1 2026, 5.98% in Q4 2025, and 9.44% in Q3 2025.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 79.42 Bn | 67.92 Bn | 5.88 Bn | 24.98% |
| 2 | Aon | 69.98 Bn | 68.59 Bn | - | 20.22% |
| 3 | Arthur J. Gallagher | 55.55 Bn | 54.17 Bn | - | 21.09% |
| 4 | Willis Towers Watson | 24.71 Bn | 22.93 Bn | 1.98 Bn | 18.62% |
| 5 | Brown & Brown | 19.80 Bn | 18.82 Bn | 1.61 Bn | 19.89% |
| 6 | XChange TEC.INC | 6.75 Bn | 6.75 Bn | - | - |
| 7 | Neptune Insurance Holdings | 4.00 Bn | 3.99 Bn | - | 27.06% |
| 8 | Corvel | 2.98 Bn | 2.64 Bn | 54.92 Mn | 25.00% |
| 9 | Accelerant Holdings | 2.93 Bn | 1.42 Bn | 48.00 Mn | 305.00% |
| 10 | Twfg | 308.46 Mn | 380.66 Mn | - | 7.97% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 7.97% |
| Mar 31, 2026 | 7.97% |
| Dec 31, 2025 | 5.98% |
| Dec 31, 2025 | 5.98% |
| Sep 30, 2025 | 9.44% |
| Sep 30, 2025 | 9.44% |
| Jun 30, 2025 | 6.24% |
| Jun 30, 2025 | 6.24% |
| Mar 31, 2025 | 9.32% |
| Mar 31, 2025 | 9.32% |
| Dec 31, 2024 | 11.49% |
| Dec 31, 2024 | 11.49% |
| Sep 30, 2024 | 5.96% |
| Sep 30, 2024 | 5.96% |