Exzeo (XZO) Tax Rate (2024 - 2026)
Exzeo (XZO) posted Tax Rate of 26.03% for Q1 2026, down 37.15% sequentially from 41.42% in Q4 2025, and up 22.0% YoY from 21.34% in Q1 2025.
Exzeo (XZO) Tax Rate (2024 - 2026) Analysis & Trends
Exzeo has reported Tax Rate for 3 years, with the latest figure at 26.03% in Q1 2026.
- Quarterly Tax Rate rose 22.0% year-over-year to 26.03% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 29.89% (changed N/A YoY) and the FY2025 annual result came in at 29.59%, up 790.0% from the prior year.
- Tax Rate retreated to 26.03% in Q1 2026 per XZO's latest filing, from 41.42% in the prior quarter.
- Over five years, Tax Rate peaked at 41.42% in Q4 2025 and troughed at 16.19% in Q4 2024.
- A 3-year average of 26.47% and a median of 25.61% in 2025 frame the typical range for Tax Rate.
- The sharpest annual moves came in 2025 and 2026: Tax Rate soared 2522 bps in 2025, then advanced 22 bps in 2026.
- Over 3 years, Tax Rate stood at 16.19% in 2024, then surged by 156 bps to 41.42% in 2025, then sank by 37 bps to 26.03% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 26.03%, 41.42%, and 25.4% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,070.84 Bn | 743.86 Bn | 55.86 Bn | 19.62% |
| 2 | Sun Life Financial | 43.38 Bn | 32.15 Bn | - | 20.91% |
| 3 | American International | 40.15 Bn | 2.33 Bn | 3.50 Bn | 25.00% |
| 4 | Hartford Insurance | 37.52 Bn | 21.20 Bn | 3.18 Bn | 20.39% |
| 5 | Arch Capital | 34.10 Bn | 32.99 Bn | 2.47 Bn | 13.96% |
| 6 | Aegon | 28.26 Bn | 28.26 Bn | - | -3.46% |
| 7 | Pelagos Insurance Capital | 2.02 Bn | 1.57 Bn | 357.40 Mn | 16.07% |
| 8 | Exzeo | 1.42 Bn | 1.29 Bn | 36.84 Mn | 25.96% |
| 9 | International General Insurance Holdings | 1.14 Bn | 901.84 Mn | -5.60 Mn | 0.48% |
| 10 | Waterdrop | 359.74 Mn | 230.42 Mn | 109.06 Mn | -6.25% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 25.96% |
| Jun 30, 2026 | 25.96% |
| Jun 30, 2026 | 25.96% |
| Mar 31, 2026 | 26.03% |
| Mar 31, 2026 | 26.03% |
| Mar 31, 2026 | 26.03% |
| Dec 31, 2025 | 41.42% |
| Dec 31, 2025 | 41.42% |
| Dec 31, 2025 | 41.42% |
| Sep 30, 2025 | 25.40% |
| Sep 30, 2025 | 25.40% |
| Sep 30, 2025 | 25.40% |
| Mar 31, 2025 | 25.81% |
| Mar 31, 2025 | 25.81% |
| Mar 31, 2025 | 25.81% |
| Dec 31, 2024 | 16.19% |
| Dec 31, 2024 | 16.19% |
| Dec 31, 2024 | 16.19% |
| Sep 30, 2024 | 23.94% |
| Sep 30, 2024 | 23.94% |