Twfg (TWFG) Tax Rate (2024 - 2026)
Twfg's (TWFG) quarterly Tax Rate came in at 7.74% in Q1 2026, down 100.0% year-on-year from inf% in Q1 2025, and up 32.18% on a QoQ basis from 5.86% 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 7.74% in Q1 2026.
- On a quarterly basis, Tax Rate fell 100.0% year-over-year to 7.74% in Q1 2026; TTM through Mar 2026 was 7.23%, a 29.0% increase from a year earlier, with the FY2025 full-year figure at 7.38%, up 241.0% from the prior year.
- Tax Rate for Q1 2026 stood at 7.74%, up from 5.86% in the prior quarter.
- Over the last five years, Tax Rate for TWFG reached as high as 11.49% in Q4 2024 and fell as low as 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.
- Year by year, Tax Rate stood at 11.49% in 2024, then plunged by 49 bps to 5.86% in 2025, then surged by 32 bps to 7.74% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 7.74% in Q1 2026, 5.86% in Q4 2025, and 9.44% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 84.27 Bn | 72.32 Bn | 6.04 Bn | 24.15% |
| 2 | Aon | 75.99 Bn | 74.60 Bn | - | 20.22% |
| 3 | Arthur J. Gallagher | 62.23 Bn | 60.85 Bn | - | 21.09% |
| 4 | Willis Towers Watson | 27.24 Bn | 25.46 Bn | 1.98 Bn | 18.62% |
| 5 | Brown & Brown | 23.60 Bn | 22.62 Bn | 1.61 Bn | 19.89% |
| 6 | Neptune Insurance Holdings | 4.12 Bn | 4.11 Bn | 26.44 Mn | 27.06% |
| 7 | Accelerant Holdings | 3.06 Bn | 1.55 Bn | 48.00 Mn | 305.00% |
| 8 | Corvel | 3.03 Bn | 2.68 Bn | 54.92 Mn | 25.00% |
| 9 | Baldwin Insurance | 2.43 Bn | 2.87 Bn | - | 98.69% |
| 10 | Twfg | 382.73 Mn | 454.93 Mn | - | 7.74% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 11.49% |
| Sep 30, 2024 | 5.96% |
| Sep 30, 2024 | 5.96% |