Earnings summaries and quarterly performance for Skyward Specialty Insurance Group.
Executive leadership at Skyward Specialty Insurance Group.
Andrew Robinson
Detailed
Chief Executive Officer
CEO
DB
Daniel Bodnar
Detailed
Chief Information and Technology Officer
JB
John Burkhart
Detailed
Executive Vice President and President, Specialty Lines & Industry Solutions
KH
Kirby Hill
Detailed
Executive Vice President and President, Captives, Programs, and Alternative Risk
LS
Leslie Shaunty
Detailed
General Counsel and Secretary
MH
Mark Haushill
Detailed
Chief Financial Officer and Executive Vice President
SK
Sandip Kapadia
Detailed
Executive Vice President, Chief Actuary and Analytics Officer
SD
Sean Duffy
Detailed
Executive Vice President and Chief Claims Officer
TS
Thomas Schmitt
Detailed
Chief People and Administrative Officer
SS
S. Shakoor Khan
Senior Vice President, Corporate Development & Strategy
Board of directors at Skyward Specialty Insurance Group.
Research analysts who have asked questions during Skyward Specialty Insurance Group earnings calls.
MH
Mark Hughes
Truist Securities
6 questions for SKWD
Also covers: AIZ, AJG, AMBC +42 more
AK
Andrew Kligerman
TD Cowen
5 questions for SKWD
Also covers: ABL, ACGL, AJG +22 more
Matthew Carletti
Citizens JMP Securities
5 questions for SKWD
Also covers: AII, AMSF, BOW +12 more
Meyer Shields
Keefe, Bruyette & Woods
5 questions for SKWD
Also covers: ACGL, AFG, AIG +24 more
Alex Scott
Barclays PLC
4 questions for SKWD
Also covers: ACGL, AFL, AIG +30 more
CG
C. Gregory Peters
Raymond James
4 questions for SKWD
Also covers: ACIC, AFG, AII +20 more
Michael Phillips
Oppenheimer & Co. Inc.
4 questions for SKWD
Also covers: ACIC, AII, CINF +10 more
Michael Zaremski
BMO Capital Markets
4 questions for SKWD
Also covers: ACGL, AFG, AIG +25 more
Andrew Andersen
Jefferies
3 questions for SKWD
Also covers: ACGL, AFG, AHL +21 more
TS
Taylor Scott
BofA Securities
2 questions for SKWD
Also covers: ACGL, AFL, AJG +12 more
TB
Tracy Benguigui
Wolfe Research
2 questions for SKWD
Also covers: ACGL, AJG, BRO +8 more
Charlie Rodgers
Jefferies
1 question for SKWD
Also covers: LMND, ROOT
GP
Gregory Peters
Raymond James Financial, Inc.
1 question for SKWD
Also covers: AFG, AII, AJG +7 more
Matt Carletti
Citizens JMP
1 question for SKWD
Also covers: AHL, AMSF, BOW +8 more
PN
Paul Newsome
Piper Sandler Companies
1 question for SKWD
Also covers: AFG, AHL, AIG +17 more
RM
Rowland Mayor
Oppenheimer & Co. Inc.
1 question for SKWD
Also covers: ARX, AXS, BOW +2 more
YK
Yaron Kinar
Oppenheimer & Co. Inc.
1 question for SKWD
Also covers: ACGL, ALL, AXS +13 more
Recent press releases and 8-K filings for SKWD.
Skyward Specialty Insurance Group Reports Record Q4 and Full-Year 2025 Results, Highlights Apollo Acquisition and Uber Partnership
SKWD
Earnings
M&A
New Projects/Investments
- Skyward Specialty Insurance Group reported strong Q4 2025 financial results, with adjusted operating income increasing 47% to $49 million and underwriting income reaching $41 million, both all-time highs. The combined ratio improved 7.3 points to 88.5%.
- For the full year 2025, gross written premiums grew 24%, and the company achieved an 18.9% return on equity and a 20.9% return on tangible equity. Fully diluted book value per share grew 26% for the year to $23.87.
- The recent Apollo acquisition, which closed on January 1st, 2026, is expected to increase fully diluted book value per share to between $26 and $26.10. Apollo's 2025 financial results were comparable to Skyward's, with approximately 20% growth and a combined ratio around 89%.
- A key strategic outcome of the Apollo acquisition is the partnership with Uber, making Apollo the sole carrier partner for Uber's autonomous vehicle insurance policy (AVIP), an embedded liability product for the Uber AV platform.
- The company has strategically diversified its portfolio, with nearly 50% of its business now in less cyclical lines and 48% in lines less exposed to P&C cycles, alongside a 62% reduction in commercial auto exposure over the last 12 quarters. The material weakness in IT controls has also been remediated.
4 days ago
Skyward Specialty Insurance Group Reports Strong Q4 2025 Results, Highlights Apollo Acquisition and Uber Partnership
SKWD
Earnings
M&A
Product Launch
- Skyward Specialty Insurance Group reported strong Q4 2025 financial results, with adjusted operating income increasing 47% to $49 million and underwriting income reaching $41 million, both all-time highs. Gross written premiums grew 13% in the quarter, contributing to 24% growth for the full year. The combined ratio improved 7.3 points to 88.5% compared to the prior year quarter.
- The company's fully diluted book value per share grew to $23.87, up 26% for the year. Following the Apollo transaction close on January 1st, the fully diluted book value per share is expected to be in the range of $26-$26.10.
- Skyward's 2026 guidance remains unchanged. The company highlighted the Apollo acquisition and its role as the sole carrier partner for Uber's Autonomous Vehicle Insurance Policy (AVIP), a comprehensive liability product for the Uber AV platform, which is launching in 15 cities.
- Strategically, Skyward has evolved nearly 50% of its business portfolio to less cyclical lines and reduced its commercial auto exposure by more than 62% over the last 12 quarters. The company also reported that the material weakness in IT controls has been remediated.
4 days ago
SKWD Reports Record Q4 2025 Results, Details Apollo Acquisition and Uber Partnership
SKWD
Earnings
M&A
Product Launch
- Skyward Specialty Insurance Group (SKWD) reported a strong Q4 2025, with adjusted operating income increasing 47% to $49 million and underwriting income reaching an all-time high of $41 million. For the full year, gross written premiums grew 24%, and the company achieved an 18.9% return on equity and 20.9% return on tangible equity.
- The company's combined ratio improved 7.3 points year-over-year to 88.5% in Q4 2025. Fully diluted book value per share grew to $23.87, representing a 26% increase for the year.
- The Apollo acquisition closed on January 1, 2026, with the fully diluted book value per share expected to increase to $26-$26.10 post-transaction. Apollo has also become the sole carrier partner for Uber's new autonomous rideshare platform (AVIP), a comprehensive liability product for autonomous vehicles.
- SKWD has strategically diversified its business, with nearly 50% of its portfolio now in less cyclical lines and 58% in short-tail lines. The company has also significantly reduced its commercial auto exposure by over 62% in the last 12 quarters.
4 days ago
Skyward Specialty Insurance Group Reports Strong Q4 and Full-Year 2025 Results
SKWD
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- For the fourth quarter of 2025, Skyward Specialty Insurance Group reported net income of $43.2 million, or $1.03 per diluted share, and adjusted operating income of $48.9 million, or $1.17 per diluted share.
- For the full year 2025, net income was $170.0 million, or $4.07 per diluted share, and adjusted operating income was $167.4 million, or $4.00 per diluted share.
- Gross written premiums increased by 13.2% to $439.5 million in Q4 2025 compared to the same period in 2024, and increased by 24.3% to $2.166 billion for the full year 2025.
- The company achieved a combined ratio of 88.5% for Q4 2025 and 89.3% for the full year 2025, demonstrating an improvement from 95.8% and 92.3% respectively in 2024.
- Book value per share increased by 26% to $24.92 at December 31, 2025, and the return on equity for the year ended 2025 was 18.9%.
5 days ago
Skyward Specialty Insurance Group Reports Strong Fourth Quarter and Full-Year 2025 Results
SKWD
Earnings
Revenue Acceleration/Inflection
- Skyward Specialty Insurance Group reported net income of $43.2 million and diluted earnings per share of $1.03 for the fourth quarter of 2025, with full-year 2025 net income reaching $170.0 million and diluted EPS of $4.07.
- Gross written premiums increased by 13.2% to $439.5 million in Q4 2025, and by 24.3% to $2.166 billion for the full year 2025.
- The company achieved a strong underwriting performance with a combined ratio of 88.5% for Q4 2025 and 89.3% for the full year 2025.
- For the year ended December 31, 2025, the return on equity was 18.9%, and book value per share increased by 26% to $24.92.
5 days ago
Skyward Group Expands Life Sciences Solution Globally Following Apollo Acquisition
SKWD
M&A
Product Launch
New Projects/Investments
- Skyward Group (SKWD) announced the global expansion of Skyward Specialty’s Life Sciences insurance solution, leveraging Apollo’s Lloyd’s Syndicate 1969.
- This expansion provides enhanced multinational placements for U.S.-domiciled life sciences companies with international operations.
- The initiative marks the first strategic collaboration between Skyward Specialty and Apollo since the acquisition closed earlier this month, demonstrating the combined organization's ability to unlock new opportunities.
Jan 13, 2026, 1:30 PM
Skyward Specialty Completes Apollo Acquisition
SKWD
M&A
Debt Issuance
New Projects/Investments
- Skyward Specialty Insurance Group, Inc. (SKWD) completed the acquisition of Apollo Group Holdings Limited on January 1, 2026.
- The total consideration for acquiring 100% of Apollo's issued share capital was $555.0 million.
- To finance the acquisition, the company entered into a Term Loan Credit Agreement on December 30, 2025, for an aggregate principal amount of $300.0 million, comprising a $150.0 million Tranche A Term Facility and a $150.0 million Tranche B Term Facility.
- Apollo is an innovation-inspired insurance platform operating at Lloyd's of London, offering data-driven solutions across various insurance products.
Jan 6, 2026, 10:06 PM
Skyward Specialty Introduces Skyward Group as New Holding Company Brand
SKWD
M&A
- Skyward Specialty Insurance Group, Inc. announced the introduction of Skyward Group as the unified holding company brand on January 5, 2026, following the successful acquisition of Apollo which closed on January 1, 2026.
- Skyward Specialty and Apollo will continue to operate as distinct market-facing brands under the new Skyward Group umbrella, with Andrew Robinson serving as Chairman and CEO.
- Skyward Specialty's insurance companies are rated A (Excellent) with a stable outlook by A.M. Best Company.
Jan 5, 2026, 2:00 PM
Skyward Specialty Completes Apollo Acquisition
SKWD
M&A
- Skyward Specialty Insurance Group, Inc. (SKWD) has completed its acquisition of Apollo Group Holdings Limited at the previously agreed-upon terms as of January 2, 2026.
- Apollo is now a U.K. subsidiary of Skyward Specialty and operates as an innovation-inspired insurance platform at Lloyd\u2019s of London.
- Skyward Specialty is a rapidly growing specialty insurance company that delivers commercial property and casualty products and solutions.
Jan 2, 2026, 2:00 PM
Skyward Specialty receives approvals for Apollo acquisition, provides 2026 guidance
SKWD
M&A
Guidance Update
- Skyward Specialty Insurance Group, Inc. has received regulatory and minority shareholder approvals for its acquisition of Apollo Group Holdings Limited, with the transaction anticipated to close early in the first quarter of 2026.
- For the 2026 fiscal year, the company provided pro forma guidance, including gross written premiums between $2.65 billion and $2.8 billion, a combined ratio between 90.5% and 91.5%, net income between $207 million and $216 million (or $4.50 to $4.70 per diluted share), and adjusted operating income between $221 million and $230 million (or $4.80 to $5.00 per diluted share).
Dec 3, 2025, 9:43 PM
Quarterly earnings call transcripts for Skyward Specialty Insurance Group.
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