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Consolidated Net IncomeEBITEBITDAEBTEPS (Basic)EPS (Weighted Average and Diluted)Income from Continuing OperationsIncome from Non-Controlling InterestsIncome towards Parent CompanyInterest & Investment IncomeInterest ExpensesInterest ExpensesNet Income towards Common StockholdersNon Operating IncomeOperating ExpensesOperating IncomeOther Non Operating IncomeOther Operating ExpensesProfit After TaxRestructuring CostsRevenueShares OutstandingShares Outstanding (Diluted Average)Shares Outstanding (Weighted Average)Tax ProvisionsTax RateTax RateWages, Salaries and Other
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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% on a QoQ basis from 5.98% in Q4 2025.

Twfg (TWFG) has 3 years of Tax Rate data on file, last reported at 7.97% in Q1 2026.

  • Quarterly Tax Rate fell 135.0% year-over-year to 7.97% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 7.3% (up 21.0% YoY) and the FY2025 annual result came in at 7.42%, up 246.0% from the prior year.
  • Tax Rate grew to 7.97% in Q1 2026 per TWFG's latest filing, from 5.98% in the prior quarter.
  • Across five years, Tax Rate topped out at 11.49% in Q4 2024 and bottomed at 5.96% in Q3 2024.
  • The 3-year median for Tax Rate is 7.97% (2026), against an average of 8.06%.
  • Peak annual rise in Tax Rate reached 347 bps in 2025, while the deepest fall reached 551 bps in 2025.
  • Tracing TWFG's Tax Rate over 3 years: stood at 11.49% in 2024, then slumped by 48 bps to 5.98% in 2025, then jumped by 33 bps to 7.97% in 2026.
  • Per Business Quant, the three latest TWFG Tax Rate figures stand at 7.97% (Q1 2026), 5.98% (Q4 2025), and 9.44% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Aon 69.60 Bn 68.21 Bn - 20.22
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - 21.09
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn 18.62
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 19.89
5 XChange TEC.INC 6.95 Bn 6.95 Bn - -
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn 305.00
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 25.00
8 Baldwin Insurance 1.84 Bn 2.28 Bn - 98.71
9 Goosehead Insurance 1.01 Bn 899.53 Mn - 17.36
10 Twfg 279.02 Mn 351.22 Mn - 7.97

Historic Data

Download Data 🔒
DateValue
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