PRESS-RELEASE ·Filed May 6, 2026
Press release · Earnings
Actionable Insight ▲ Bullish
The strong beat and upbeat commentary support a positive near-term reaction. Monitor for further margin improvement and Apollo integration updates.
Final — all horizons settled through T+60d ⚠ clustered
SKWD ▲ +33.75% at T+60d
LONG call ✓ call won +33.75% · α vs SPY +29.92% · entry $45.51 → $60.87
T+1d
0.00%
call 0.00% · α -0.83%
$45.51
settled 6mo ago
T+5d
-3.25%
call -3.25% · α -4.76%
$44.03
settled 6mo ago
T+20d
-6.11%
call -6.11% · α -9.24%
$42.73
settled 5mo ago
T+60d
+33.75%
call +33.75% · α +29.92%
$60.87
settled 3mo ago
Price Chart
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Executive Summary
Skyward Specialty reported Q1 2026 adjusted operating EPS of $1.25, 12.6% above consensus of $1.11, and total revenues of $475.9M, 17.1% above the $406.4M estimate. The combined ratio improved to 89.5% (87.7% ex-cat) reflecting strong underwriting results and accretion from the Apollo acquisition.
Key Financial Metrics
EPS
$1.25
est $1.11 · +12.6%
Revenue
$475.9M
est $406.4M · +17.1%
Rating
strong beat
Key Facts
- Operating diluted EPS of $1.25 vs consensus of $1.11 (beat by $0.14)
- Total revenues of $475.9M vs consensus of $406.4M (beat by 17.1%)
- Combined ratio of 89.5% (87.7% ex-cat) vs 90.5% in prior year
- Gross written premiums up 9.9% on a pro forma basis
- Managed premiums grew 19.6% year-over-year
- Annualized operating ROE of 20.3%
Financial Impact
EPS beat of $0.14 (12.6%) vs consensus; revenue beat of $69.5M (17.1%)
epsrevenuecombined ratiobook value per share
Risk Factors
- Catastrophe losses could pressure future combined ratios
- Integration of Apollo may present operational challenges
- Investment portfolio volatility from alternative investments
Market Snapshot
Exchange
Nasdaq
Sector
Fire, Marine & Casualty Insurance
Analyst Consensus
74% bullish (19 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289307 |
12 reports for SKWD
25% Hit rate @ T+60 Went positive at some point 1 of 5 best @ T+60▲ +33.75%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $62.16 | awaiting T+60 | — | $58.59 (−5.74%) |
Aug 20, 2026 9w ago | 8-K | $55.86 | awaiting T+60 | — | $58.59 (+4.89%) |
Aug 7, 2026 11w ago | 3 | $62.00 | awaiting T+60 | — | $58.59 (−5.50%) |
Jul 15, 2026 14w ago | 8-K | $58.47 $58.32 | ▼ −0.26% | ▼ −3.97% | $58.59 (+0.21%) |
Jun 12, 2026 19w ago | Institutional Cluster | $50.05 $56.53 | ▲ +12.95% | ▲ +9.68% | $58.59 (+17.06%) |
Jun 11, 2026 19w ago | Institutional Cluster | $50.80 $57.34 | ▲ +12.87% | ▲ +8.48% | $58.59 (+15.33%) |
May 6, 2026 24w ago | 8-K | $45.51 $60.87 | ▲ +33.75% | ▲ +29.92% | $58.59 (+28.74%) |
May 6, 2026 24w ago | Press Release | $45.51 $60.87 | ▲ +33.75% | ▲ +29.92% | $58.59 (+28.74%) |
Mar 25, 2026 30w ago | DEFA14A | $43.15 $51.02 | ▲ +18.23% | ▲ +4.77% | $58.59 (+35.78%) |
Feb 27, 2026 34w ago | Insider Cluster | $48.58 $45.79 | ▼ −5.74% | ▼ −15.08% | $58.59 (+20.61%) |
Showing 10 of 12
US Market Status
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