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TWFG, Inc.
TWFGUnited States
16 filed reports · 287 financial concepts · 1 earnings calls · 0 media appearances
Filed reports
16 reports · Jun 2024 to Jun 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 22 guidance figures.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Current · 8-KSEC EDGAR | 7 | 22 | Dec 2024 to Jun 2026 |
| Quarterly · 10-QSEC EDGAR | 7 | 1,535 | Jun 2024 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 2 | 1,205 | Dec 2024 to Dec 2025 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Aug 6, 2026 | 382 | Open |
| FY2026 Q2 | 8-K | Jun 30, 2026 | Aug 5, 2026 | 2 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | May 8, 2026 | 255 | Open |
| FY2026 Q1 | 8-K | Mar 31, 2026 | May 7, 2026 | 6 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Mar 10, 2026 | 895 | Open |
| FY2025 Q4 | 8-K | Dec 31, 2025 | Feb 25, 2026 | 4 | Open |
| FY2025 Q3 | 8-K | Sep 30, 2025 | Nov 12, 2025 | 2 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Nov 12, 2025 | 263 | Open |
| FY2025 Q2 | 10-Q | Jun 30, 2025 | Aug 13, 2025 | 151 | Open |
| FY2025 Q2 | 8-K | Jun 30, 2025 | Aug 12, 2025 | 2 | Open |
| FY2025 Q1 | 10-Q | Mar 31, 2025 | May 13, 2025 | 153 | Open |
| FY2025 Q1 | 8-K | Mar 31, 2025 | May 13, 2025 | 2 | Open |
Financial data
287 concepts · 2,762 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial269 concepts · 2,362 facts · Dec 2022 to Jun 2026
- Deferred acquisition payables26 · Dec 2023 to Jun 2026
- Members equity19 · Dec 2022 to Jun 2026
- Cash cash equivalents restricted cash and restricted cash equivalents including disposal group and discontinued operations18 · Dec 2022 to Jun 2026
- Cash and cash equivalents at carrying value17 · Dec 2022 to Jun 2026
- Comprehensive income net of tax17 · Dec 2022 to Jun 2026
- Defined contribution plan cost recognized17 · Dec 2022 to Jun 2026
- Depreciation and amortization17 · Dec 2022 to Jun 2026
- Labor and related expense17 · Dec 2022 to Jun 2026
- Noninterest expense commission expense17 · Dec 2022 to Jun 2026
- Operating expenses (US GAAP)17 · Dec 2022 to Jun 2026
- Operating income loss17 · Dec 2022 to Jun 2026
- Other comprehensive income loss cash flow hedge gain loss before reclassification after tax17 · Dec 2022 to Jun 2026
- Other comprehensive income loss cash flow hedge gain loss reclassification after tax17 · Dec 2022 to Jun 2026
- Other general and administrative expense17 · Dec 2022 to Jun 2026
- Other nonoperating income expense17 · Dec 2022 to Jun 2026
- Revenue17 · Dec 2022 to Jun 2026
- Additions to intangible assets and offsetting additions to deferred acquisition payable16 · Dec 2022 to Jun 2026
- Amortization of intangible assets16 · Jun 2023 to Jun 2026
- Cash cash equivalents restricted cash and restricted cash equivalents period increase decrease including exchange rate effect16 · Dec 2022 to Jun 2026
- Commissions payable16 · Dec 2022 to Jun 2026
- Commissions receivable, net16 · Dec 2022 to Jun 2026
- Comprehensive income net of tax attributable to noncontrolling interest16 · Dec 2022 to Jun 2026
- Comprehensive income net of tax including portion attributable to noncontrolling interest16 · Dec 2022 to Jun 2026
- Depreciation depletion and amortization16 · Dec 2022 to Jun 2026
Product1 concepts · 202 facts · Dec 2022 to Jun 2026
- Revenue202 · Dec 2022 to Jun 2026
Segment14 concepts · 176 facts · Dec 2022 to Jun 2026
- Depreciation and amortization14 · Dec 2022 to Jun 2026
- Income tax expense benefit14 · Dec 2022 to Jun 2026
- Interest expense nonoperating14 · Dec 2022 to Jun 2026
- Investment income nonoperating14 · Dec 2022 to Jun 2026
- Labor and related expense14 · Dec 2022 to Jun 2026
- Noninterest expense commission expense14 · Dec 2022 to Jun 2026
- Other cost and expense operating14 · Dec 2022 to Jun 2026
- Professional fees14 · Dec 2022 to Jun 2026
- Research and development expense14 · Dec 2022 to Jun 2026
- Revenue14 · Dec 2022 to Jun 2026
- Other nonoperating income expense12 · Dec 2023 to Jun 2026
- Profit loss12 · Dec 2022 to Dec 2025
- Income loss from continuing operations8 · Dec 2022 to Jun 2026
- Income loss from discontinued operations net of tax attributable to reporting entity4 · Dec 2022 to Dec 2025
Guidance3 concepts · 22 facts · Mar 2025 to Aug 2026
- Revenue Guidance14 · Mar 2025 to Aug 2026
- Revenue Growth Guidance6 · Mar 2025 to May 2026
- Revenue Growth Guidance (Adjusted (non-GAAP))2 · May 2026
Segments
378 factsFigures broken down by business line, region, product or another axis the company reports on.
Product or service12 members · 202 facts
- Agency17 · Dec 2022 to Jun 2026
- Branch Fees17 · Dec 2022 to Jun 2026
- Commission Income17 · Dec 2022 to Jun 2026
- Contingent Income17 · Dec 2022 to Jun 2026
- Corporate Branches17 · Dec 2022 to Jun 2026
- Fee Income17 · Dec 2022 to Jun 2026
- License17 · Dec 2022 to Jun 2026
- Policy Fees17 · Dec 2022 to Jun 2026
- TPA Fees17 · Dec 2022 to Jun 2026
- TWFGMGA17 · Dec 2022 to Jun 2026
- Product And Service Other16 · Dec 2022 to Jun 2026
- Service Other16 · Dec 2022 to Jun 2026
Statement business segments1 member · 176 facts
- Reportable176 · Dec 2022 to Jun 2026
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
No commentary or risk-factor text for this company.
Earnings calls
1 calls · Aug 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q2Aug 5, 2026
Executive media
Podcasts, interviews and conference appearances by the company's executives, with their claims.
No media appearances for this company.
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.