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Financial statements

Bowhead Specialty Holdings Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 4 fiscal years, taken from the XBRL data Bowhead Specialty Holdings Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2022FY2024FY2024FY2025
Revenue188283426552
Operating expenses4663.589.1102
Interest expense000.732.01
Pre-tax income14.732.150.567.3
Income tax3.417.0712.313.5
Net income11.32538.253.8
EPS, basic0.471.041.311.64
EPS, diluted0.471.041.291.59
Shares, basic (weighted)242429.332.7
Shares, diluted (weighted)242429.733.7

Balance sheet

FY2022FY2024FY2024FY2025
Cash and equivalents64.711897.5194
Property, plant and equipment7.66.8510.6
Lease right-of-use assets0.542.8
Total assets1,0281,6542,371
Total liabilities8361,2841,922
Total debt0146
Paid-in capital179318326
Retained earnings24.762.9117
Other comprehensive income-11.4-11.25.35
Shareholders' equity192370448
Total equity192370448
Total liabilities and equity1,0281,6542,371
Shares outstanding2432.732.8

Cash flow statement

FY2022FY2024FY2024FY2025
Net income11.32538.253.8
Depreciation and amortization0.732.273.871.78
Stock-based compensation0.370.684.17.24
Deferred income tax-2.97-4.36-6.17-6.53
Cash from operations182236294332
Capital expenditures-3.97-3.82-3.11-5.57
Purchases of investments-153-346-603-828
Cash from investing-187-275-326-464
Debt issued00150
Cash from financing-177.7134145
Net change in cash-6.8139.110211.7
Free cash flow178232291326
Income taxes paid5.291416.423.4

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $33.76 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Pre-tax margin12.7%Pre-tax income / revenue.
Net margin10.1%Net income / revenue.
FCF margin53.5%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin54.3%Cash from operations / revenue.
Effective tax rate20.4%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)13.2%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)2.3%Net income / average total assets.
Stock-based pay / revenue1.8%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue0.9%Capital expenditures / revenue.
D&A / revenue0.4%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y29.6%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y43.3%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income growth, 1y40.6%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 3y68.4%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS growth, 1y23.3%EPS vs the same period a year earlier. Only from a positive base.
EPS CAGR, 3y50.1%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y12.7%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y22.2%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Free cash flow growth, 1y12.0%Free cash flow vs the same period a year earlier. Only from a positive base.
Free cash flow CAGR, 3y22.4%Compound annual growth of free cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y21.1%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y43.4%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y13.7%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y12.0%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Debt / equity0.31xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets5.5%Total debt / total assets.
Liabilities / assets82.3%Total liabilities / total assets.
Net debt$4.8MTotal debt - cash - short-term investments. Negative means more cash than debt.
Tangible book value$472.4MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.23xRevenue / average total assets.
Fixed asset turnover51.5xRevenue / average property, plant and equipment.
FCF conversion528.9%Free cash flow / net income, when net income is positive.
Capex / operating cash flow1.6%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted$1.85Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$18.33Revenue / diluted weighted shares.
FCF per share$9.80Free cash flow / diluted weighted shares.
Operating cash flow per share$9.96Cash from operations / diluted weighted shares.
Book value per share$14.34Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$14.34Tangible book value / shares outstanding.
Cash per share$4.30(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.11BShare price x shares outstanding.
Enterprise value$1.12BMarket cap + total debt - cash - short-term investments.
P/E17.9xMarket cap / net income. Only when net income is positive.
P/S1.81xMarket cap / revenue.
P/B2.35xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book2.35xMarket cap / tangible book value, when positive.
P/FCF3.38xMarket cap / free cash flow. Only when free cash flow is positive.
P/OCF3.33xMarket cap / cash from operations, when positive.
EV/Sales1.82xEnterprise value / revenue.
EV/FCF3.40xEnterprise value / free cash flow, when both are positive.
FCF yield29.6%Free cash flow / market cap.
Earnings yield5.6%Net income / market cap (the inverse of P/E).
PEG0.36xP/E / EPS growth per year over 3 years (in percent). Only when both are positive.
What was Bowhead Specialty Holdings Inc.'s revenue in fiscal 2025?

Bowhead Specialty Holdings Inc. reported revenue of $551.6M for fiscal 2025, 29.6% higher than the year before.

Was Bowhead Specialty Holdings Inc. profitable in fiscal 2025?

Yes. Net income was $53.8M, a net margin of 9.8%.

How much free cash flow did Bowhead Specialty Holdings Inc. generate in fiscal 2025?

Cash from operations of $331.6M minus capital expenditures of $5.6M left free cash flow of $326.0M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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