Bowhead Specialty

Q2 FY2026 EarningsQ2 FY26 results were largely in-line with consensus on the bottom line, with GAAP EPS of $0.48 matching expectations. Total revenue of $163.9M slightly missed the $168.0M consensus by 2.4%, despite a robust 28.2% YoY growth in gross written premiums. The quarter was overshadowed by the simultaneous announcement of a definitive merger agreement with American Family at $34.00 per share, leading to the cancellation of the earnings call and rendering forward-looking guidance versus consensus secondary to transaction completion.