NYSE$NP

Neptune Insurance Holdings Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close

Briefing

Neptune Insurance Holdings Inc reported strong Q2 2026 results with record revenue and net income driven by premium growth.

Neptune Insurance Holdings Inc. (NP) posted Q2 2026 revenue of $55.9 million, up 33% year-over-year, and net income of $15.8 million, a 36% increase. Adjusted EBITDA reached $34.5 million with a 62% margin, while written premiums grew 31% to $126.9 million. The company also raised its full-year 2026 revenue guidance to $199 million.

  • Revenue grew 33% to a record $55.9 million.
  • Net income rose 36% to $15.8 million with a 28% margin.
  • Adjusted EBITDA increased 36% to $34.5 million (62% margin).
  • Written premiums grew 31% to $126.9 million with a low 19.5% lifetime loss ratio.

Headline financials

Total Revenue

$55.9M

No prior period
EPS (adj)

$0.15

No prior period
Written Premium Growth

31.0%

No prior period
Adjusted Net Income Growth

55.0%

No prior period
Adjusted EBITDA Growth

36.0%

No prior period
Adjusted EBITDA Margin

62.0%

No prior period
Net Income Margin

28.0%

No prior period
Net Income

$15.8M

No prior period

Revenue & EPS history

Neptune Insurance Holdings Inc · Revenue · Quarterly

$55.9M

Q2 2026
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

Company raised full-year 2026 revenue guidance to $199 million following strong Q2 performance.

Tailwinds

  • Record new business sales
  • Low lifetime written loss ratio of 19.5%

Historical earnings impact

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

Avg. return before/after earnings

Based on 3 quarterly earnings reports

Historical avg

+3.9%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+9.2%

Avg return

30 days after

67%

2 / 3 earnings

Positive

+12.7%

Q4 2025

Best reaction

-1.8%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.8%-4.8%-0.9%
Q4 2025+12.7%+12.5%+20.4%
Q3 2025-1.8%-7.1%+8.2%

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