Earnings summaries and quarterly performance for American Integrity Insurance Group.
Research analysts who have asked questions during American Integrity Insurance Group earnings calls.
TM
Tommy McJoynt
Keefe, Bruyette & Woods (KBW)
6 questions for AII
Also covers: AGO, AIZ, BWIN +8 more
Mike Phillips
Oppenheimer & Co. Inc.
4 questions for AII
Also covers: HCI, KNSL
PN
Paul Newsome
Piper Sandler Companies
4 questions for AII
Also covers: AHL, ARX, BOW +15 more
GP
Gregory Peters
Raymond James Financial, Inc.
2 questions for AII
Matthew Carletti
Citizens JMP Securities
2 questions for AII
Also covers: AMSF, BOW, FIHL +11 more
Michael Phillips
Oppenheimer & Co. Inc.
2 questions for AII
Also covers: CINF, HCI, IGIC +8 more
Mitchell Rubin
Raymond James
2 questions for AII
Also covers: EVER
Recent press releases and 8-K filings for AII.
Almonty Appoints Chief Development Officer
AII
Management Change
Hiring
New Projects/Investments
- Almonty Industries Inc. appointed Guillaume Wiesenbach de Lamaziere, CFA as its Chief Development Officer on January 6, 2026.
- Mr. Wiesenbach de Lamaziere brings over 30 years of experience in financial and capital markets, having held leadership positions at AIG Asset Management Europe Ltd. and Banque AIG.
- His role will focus on spearheading corporate development strategy and execution, including disciplined capital allocation and leveraging the balance sheet for value creation.
- This appointment coincides with the commencement of mining operations at Almonty's Sangdong Tungsten Mine, marking a transition from development to production.
4 days ago
American Integrity Insurance Group Reports Strong Q3 2025 Results with Significant Growth and Market Expansion
AII
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- American Integrity Insurance Group (AII) reported robust financial performance for Q3 2025, with gross premiums written increasing 49% to $239 million and net income per diluted share of $0.67.
- The company's total policy count grew 49% year-over-year to 406,000 policies as of September 30, 2025, with voluntary policies in force increasing 19%.
- AII is expanding its market reach by growing policies in Florida's Tri-County region and middle-aged homes, launching a Commercial Residential Product in October, and planning to enter North Carolina in December 2025.
- Profitability improved, with the combined ratio at 79% for Q3 2025, down from 94% in Q3 2024. The year-to-date underlying gross non-CAT loss ratio was 17.4%, with expectations for a modest increase of approximately one point over the next 12 months.
Nov 12, 2025, 2:30 PM
American Integrity Insurance Group Reports Strong Q3 2025 Results and Strategic Growth
AII
Earnings
Product Launch
New Projects/Investments
- American Integrity Insurance Group reported strong financial results for Q3 2025, with gross premiums written increasing 49% to $239 million and a combined ratio improving to 79% compared to 94% in Q3 2024. Net income per diluted share was $0.67.
- The company's total policy count grew 49% year-over-year to 406,000 policies as of September 30, 2025, with voluntary policies in force increasing 19% to 315,000.
- Strategic initiatives include expanding in Florida's Tri-County region, targeting middle-aged homes, and launching a new Commercial Residential Product in October 2025. The company also plans to begin writing policies in North Carolina in December 2025, building on growth in Georgia and South Carolina.
- The underlying loss and loss adjustment expense ratio for Q3 2025 was 50%, with year-to-date gross non-CAT losses at 17.4%, aligning with expectations. Management anticipates a favorable reinsurance market in 2026 and intends to gradually reduce its quota share.
Nov 12, 2025, 2:30 PM
American Integrity Insurance Group Reports Strong Q3 2025 Results and Strategic Growth Initiatives
AII
Earnings
Product Launch
New Projects/Investments
- American Integrity Insurance Group reported strong Q3 2025 financial results, with gross premiums written increasing 49% to $239 million and a combined ratio of 79%, down from 94% in Q3 2024. Net income per diluted share was $0.67, and adjusted net income per diluted share was $0.71.
- The company's total policy count grew 49% year-over-year to 406,000 policies as of September 30, 2025, driven by both voluntary growth and Citizens' takeouts. Voluntary policies in force increased 19% to 315,000 over the past year.
- Strategic growth initiatives include expanding into the Tri-County region of Florida, reorienting sales to middle-aged homes, launching a Commercial Residential Product in October, and beginning writings in North Carolina in December.
- Management plans to gradually reduce its quota share reinsurance to retain more profitable premium and expects the gross non-CAT loss ratio to increase by approximately one point over the next 12 months from its current year-to-date 17%. The company also affirmed the stability of Florida's legislative reforms, which are expected to remain intact.
Nov 12, 2025, 2:30 PM
American Integrity Insurance Group, Inc. Reports Strong Q3 2025 Results
AII
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- American Integrity Insurance Group, Inc. reported net income of $13.2 million, or $0.67 per diluted share, and adjusted net income of $14.0 million, or $0.71 per diluted share, for the third quarter of 2025.
- The company achieved significant growth in Q3 2025, with gross premiums written increasing by 48.5% to $239.1 million and policies-in-force rising by 48.6% to 406,094 compared to the third quarter of 2024.
- Profitability improved, with the combined ratio decreasing by 15.4 percentage points to 78.9% from 94.3% in Q3 2024, and the annualized return on equity increasing to 17.0% from 11.9% in the prior year period.
- Strategic growth initiatives include re-entry into Florida's Tri-County region, a focus on the middle-aged home segment, and entry into the commercial residential market, with the first policies expected in the fourth quarter of 2025.
Nov 12, 2025, 11:10 AM
American Integrity Insurance Group, Inc. Reports Strong Third Quarter 2025 Results
AII
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- American Integrity Insurance Group, Inc. reported net income available to common shareholders of $13.2 million, or $0.67 per diluted share, for the third quarter of 2025.
- Gross premiums written increased by 48.5% to $239.1 million in the third quarter of 2025 compared to the third quarter of 2024.
- Policies-in-force grew by 48.6% to 406,094 as of September 30, 2025, compared to September 30, 2024.
- The combined ratio improved to 78.9%, a decrease of 15.4 percentage points from 94.3% in the third quarter of 2024.
- The company is re-entering Florida's Tri-County region and recently entered the commercial residential market.
Nov 11, 2025, 9:15 PM
Almonty Industries Details Tungsten Production Plans, US Relocation, and Market Strategy
AII
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Almonty Industries (AII), a key player in the tungsten market with a $1.5 billion market cap, is set to begin Phase 1 production at its Sangdong Tungsten Mine in South Korea by the end of Q4 2025, with initial output and data expected in the fourth quarter. This project features a 15-year off-take agreement with a floor price of $235 per MTU.
- The company is strategically positioned to address global tungsten supply chain risks, particularly due to China's export restrictions and upcoming US Department of Defense restrictions on tungsten from certain nations. Almonty plans to re-domicile its headquarters to the United States by January 1, 2026, aiming to become the only US-based tungsten producer.
- Almonty projects strong financial performance, anticipating gross margins of 50% to 60% and net income margins of 30% to 40% based on a conservative tungsten price of $350 per MTU, significantly below the current market price of over $600 per MTU.
- Additionally, the company is developing a molybdenum asset in South Korea with an off-take agreement featuring a $19 per pound floor price.
Oct 8, 2025, 2:00 PM
American Integrity Insurance Group Reports Strong Q2 2025 Financials and Outlines Growth Strategy
AII
Earnings
New Projects/Investments
Revenue Acceleration/Inflection
- American Integrity Insurance Group (AII) reported strong financial results for Q2 2025 and 1H 2025, with Policies In-Force reaching 399K at June 30, 2025, a 50% increase from June 30, 2024. Adjusted Net Income for Q2 2025 was $31M, up 113% from Q2 2024.
- The company is shifting its growth strategy from Citizens take-out opportunities, which are now largely diminished, to voluntary, organic growth.
- Key organic growth initiatives include expanding into the Tri-County area, targeting middle-aged roofs, entering the commercial residential insurance market (with first writings expected in Q1 2026), and strategic regional expansion with NC writings expected in Q4 2025.
- AII holds a strong market position, ranked #3 among domestic carriers for policies-in-force in Florida as of June 30, 2025, and maintains a sophisticated reinsurance program providing comprehensive coverage up to $1.97 billion for a single event.
Sep 3, 2025, 8:07 PM
Quarterly earnings call transcripts for American Integrity Insurance Group.
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