NASDAQ$SKWD

Skyward Specialty Insurance Group Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported net income of $15.6 million and adjusted operating income of $15.5 million.

Skyward Specialty Insurance Group reported a strong first quarter in 2023, marked by a 27.5% increase in gross written premiums and a combined ratio of 90.2%. The company's underwriting income rose to $17.8 million, driven by growth in transactional E&S, global property and agriculture, professional lines, surety, and captives underwriting divisions, despite a high industry catastrophe quarter.

  • Gross written premiums increased 27.5%.
  • Underwriting income of $17.8 million compared to $11.4 million for the first quarter of 2022.
  • Combined ratio of 90.2% compared to 91.9% for the first quarter of 2022.
  • Current accident year non-cat loss and LAE ratio of 61.1% compared to 63.5% for the first quarter of 2022.

Headline financials

Total Revenue

$190M

Previous: $153M+24.4%
EPS (adj)

$0.42

Previous: $2.08-79.8%
Capital Expenditures

-$614K

Previous: $431K-242.5%
Free Cash Flow

$14.9M

Previous: $45.5M-67.1%
Net Income

$15.6M

Previous: $16.3M-4.6%
Operating Income

$113M

No prior period
Gross Profit

$146M

Previous: $143M+2.0%
Cash & Equivalents

$41.2M

Previous: $97.7M-57.8%
Total Assets

$2.62B

No prior period

Revenue & EPS history

Skyward Specialty · Revenue · Quarterly

$190M

Q1 2023+24.4%vs Q1 2022
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Forward guidance

Skyward Specialty is well positioned to continue to deliver value to its shareholders and business partners throughout 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.8%

Avg return

Earnings day

+3.7%

Avg return

5 days after

+6.9%

Avg return

30 days after

65%

11 / 17 earnings

Positive

+9.5%

Q1 2023

Best reaction

-4.5%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%-1.5%+4.7%
Q4 2025-4.5%-1.5%-8.3%
Q3 2025+1.5%+1.9%+8.8%
Q1 2025+9.2%+9.9%+18.3%
Q4 2024-0.8%+5.3%+2.3%
Q3 2024-3.0%-4.7%+17.1%
Q2 2024-3.6%-8.5%+2.0%
Q1 2024+2.4%+7.7%+6.9%
Q4 2023+0.0%+3.5%+7.8%
Q3 2022-1.5%+3.8%+6.4%
Q3 2023+9.3%+9.3%+17.4%
Q2 2023+2.1%+3.8%-0.9%
Q1 2022+2.5%+1.2%+0.0%
Q1 2023+9.5%+12.2%+10.9%
Q2 2022+4.1%+8.1%+6.6%
Q4 2021+4.1%+8.1%+6.6%
Q4 2022+1.2%+4.9%+11.5%
Q3 2021
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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