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Financial statements

Skyward Specialty Insurance Group, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data Skyward Specialty Insurance Group, 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

FY2022FY2022FY2023FY2024FY2025
Revenue5506428861,1501,417
Interest expense4.626.41109.57.92
Pre-tax income48.349.8110153216
Income tax9.9910.424.133.946.4
Income from continuing operations38.339.486119170
Net income38.339.486119170
EPS, basic1.211.242.342.974.21
EPS, diluted1.181.212.242.874.07
Shares, basic (weighted)16.316.63640.140.4
Shares, diluted (weighted)32.532.738.341.441.8

Balance sheet

FY2022FY2022FY2023FY2024FY2025
Cash and equivalents42.145.465.9122169
Property, plant and equipment9.638.679.0712.215.1
Lease right-of-use assets10.58.214.913.14
Goodwill65.765.765.765.765.7
Intangible assets25.624.122.721.622.3
Total assets2,1182,3632,9533,7294,792
Total liabilities1,6921,9422,2922,9353,782
Paid-in capital575577711719731
Retained earnings-145-105-21.797.1267
Treasury stock-0-000
Other comprehensive income4.64-43.5-23-22.111.5
Shareholders' equity4264226617941,010
Total equity4264226617941,010
Total liabilities and equity2,1182,3632,9533,7294,792
Shares outstanding39.940.140.5

Cash flow statement

FY2022FY2022FY2023FY2024FY2025
Net income38.339.486119170
Depreciation and amortization5.64.13.893.363.54
Stock-based compensation0.522.298.539.412
Deferred income tax9.9810.39.38-8.71-6.4
Change in payables1.157.582.2919.237
Cash from operations175209338305408
Capital expenditures-2.15-2.33-3.11-4.22-5.45
Acquisitions-10.60-0.05
Purchases of investments-255-269-460-618-910
Sales and maturities of investments15.144.549123184
Cash from investing-183-193-494-244-367
Debt issued05010743.4
Debt repaid0-50-117-43
Stock issued0129
Cash from financing1.382.18131-4.230.41
Net change in cash-6.3517.7-24.757.241.6
Free cash flow173207335301403
Interest paid4.675.7610.78.576.15
Income taxes paid015.83751

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 $54.78 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Pre-tax margin13.9%Pre-tax income / revenue.
Net margin10.8%Net income / revenue.
Operating cash flow margin23.5%Cash from operations / revenue.
Effective tax rate22.0%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)14.8%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)2.8%Net income / average total assets.

Growth

MetricValueHow it is calculated
Revenue growth, 1y23.2%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y30.2%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income growth, 1y43.1%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 3y62.8%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS growth, 1y41.8%EPS vs the same period a year earlier. Only from a positive base.
EPS CAGR, 3y49.8%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y33.7%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y25.0%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, 1y33.8%Free cash flow vs the same period a year earlier. Only from a positive base.
Free cash flow CAGR, 3y24.9%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, 1y27.1%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y33.8%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y28.5%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y26.6%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y1.0%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y8.6%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
Liabilities / assets81.3%Total liabilities / total assets.
Goodwill and intangibles / assets6.9%(Goodwill + intangible assets) / total assets.
Tangible book value$796.4MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.26xRevenue / average total assets.

Per share

MetricValueHow it is calculated
EPS, diluted$4.11Net 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$37.94Revenue / diluted weighted shares.
Operating cash flow per share$8.91Cash from operations / diluted weighted shares.
Book value per share$28.55Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$17.94Tangible book value / shares outstanding.
Cash per share$4.94(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$2.43BShare price x shares outstanding.
Enterprise value$2.21BMarket cap + total debt - cash - short-term investments.
P/E12.9xMarket cap / net income. Only when net income is positive.
P/S1.40xMarket cap / revenue.
P/B1.92xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book3.05xMarket cap / tangible book value, when positive.
P/OCF5.97xMarket cap / cash from operations, when positive.
EV/Sales1.28xEnterprise value / revenue.
Earnings yield7.7%Net income / market cap (the inverse of P/E).
PEG0.26xP/E / EPS growth per year over 3 years (in percent). Only when both are positive.
What was Skyward Specialty Insurance Group, Inc.'s revenue in fiscal 2025?

Skyward Specialty Insurance Group, Inc. reported revenue of $1.42B for fiscal 2025, 23.2% higher than the year before.

Was Skyward Specialty Insurance Group, Inc. profitable in fiscal 2025?

Yes. Net income was $170.0M, a net margin of 12%.

How much free cash flow did Skyward Specialty Insurance Group, Inc. generate in fiscal 2025?

Cash from operations of $408.1M minus capital expenditures of $5.5M left free cash flow of $402.6M.

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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