NASDAQ$SKWD

Skyward Specialty Insurance Group Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Skyward Specialty Insurance Group Inc reported strong Q2 2025 results with double-digit premium growth and improved underwriting performance.

The company achieved total revenues of $319.9 million and net income of $38.8 million for the three months ended June 30, 2025. Gross written premiums grew 17.9% year-over-year to $584.9 million, driven by strong performance in accident & health, agriculture and credit reinsurance, and specialty programs divisions. The combined ratio improved to 89.4% reflecting disciplined underwriting and favorable business mix.

  • Gross written premiums increased 17.9% to $584.9 million, led by 95.6% growth in agriculture and credit reinsurance and 44.1% growth in specialty programs.
  • Net earned premiums rose 14.7% to $295.5 million while the combined ratio improved 1.3 points to 89.4%.
  • Net income grew 25.4% to $38.8 million and basic EPS increased to $0.96 from $0.79.
  • Book value per share rose to $22.23 at quarter end, up from $19.79 at year-end 2024.

Headline financials

Total Revenue

$320M

Previous: $280M+14.3%
EPS (adj)

$0.96

Previous: $0.75+28.0%
Gross Written Premiums

$585M

No prior period
Net Written Premiums

$339M

No prior period
Combined Ratio

89.4%

No prior period
Loss Ratio

61.3%

No prior period
Expense Ratio

28.1%

No prior period
Underwriting Income

$31.2M

No prior period
Book Value per Share

$22.23

No prior period
Capital Expenditures

-$1.29M

Previous: -$2.77M+53.5%
Net Income

$38.8M

Previous: $31M+25.4%
Operating Income

$180M

Previous: $167M+8.0%

Revenue & EPS history

Skyward Specialty · Revenue · Quarterly

$320M

Q2 2025+14.3%vs Q2 2024
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Revenue by segment

Skyward Specialty · $585M total across 9 segments · Q2 2025

  • Specialty Programs
    $86M
  • Global Property
    $84M
  • Captives
    $77M
  • Construction & Energy Solutions
    $73.6M
  • Agriculture and Credit (Re)insurance
    $71.6M
  • Accident & Health
    $60.5M
  • Transactional E&S
    $53.5M
  • Surety
    $40.7M
  • Professional Lines
    $38.1M

Forward guidance

No explicit forward guidance provided in the filing.

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports

Historical avg

+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
Q2 2025
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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