NASDAQ$SKWD

Skyward Specialty Insurance Group Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Skyward Specialty Insurance reported Q1 2025, revenue of $328.5M, net income of $42.1M, diluted EPS of $1.01.

For Q1 2025, Skyward Specialty Insurance reported revenue of $328.5M, net income of $42.1M, diluted EPS was $1.01. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $328.5M.
  • Net income $42.1M.
  • Diluted EPS $1.01.

Headline financials

Total Revenue

$329M

Previous: $265M+24.0%
EPS (adj)

$1.01

Previous: $0.90+12.2%
Gross Written Premiums

$535M

No prior period
Net Written Premiums

$343M

No prior period
Net Investment Income

$19.3M

No prior period
Combined Ratio

90.5%

No prior period
Ex-Cat Combined Ratio

88.3%

No prior period
Book Value Per Share

$21.06

No prior period
Capital Expenditures

-$202K

Previous: -$260K+22.3%
Net Income

$42.1M

Previous: $36.8M+14.3%
Operating Income

$37.3M

Previous: $172M-78.3%

Revenue & EPS history

Skyward Specialty · Revenue · Quarterly

$329M

Q1 2025+24%vs Q1 2024
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

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 2025

Historical avgQ1 2025

+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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