NMI

Q2 FY2026 EarningsQ2 FY26 results beat consensus estimates across key profitability metrics: revenue reached $187.9M (+1.6% vs. $185.0M expected), and diluted GAAP EPS was $1.38 vs. $1.28 expected. Strong performance was driven by a 29% YoY increase in NIW to $16.1B and improved investment income from higher book yields. Management maintained a robust capital position with a PMIERs sufficiency ratio of 174% and executed $59.1M in share repurchases, further supporting EPS growth.