Filing Flows › Financials › American Integrity Insurance Group (AII)
American Integrity Insurance Group (AII) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 13, 2026 · American Integrity Insurance Group (AII) Q2 2026 earnings results →
Q2 2026 Revenue up 55% year over year to $115M · 30¢ of every $1 of revenue kept as net profit · operating margin 40.3%
American Integrity Insurance Group made $115M in Q2 2026 (+55% Y/Y). Operating margin 40.3%, net earnings $34.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 13, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $115.2M in Q2 2026, up 55% year over year and up 27% from the previous quarter.
Operating profit was $46.4M, a 40.3% margin (up 8.0 points year over year). Of the extra revenue versus Q2 2025, 55% reached operating profit, above the 32% margin then. Total costs grew 36% against revenue growth of 55%. The fastest-growing cost line was Other operating costs (+84%). Net earnings were $34.1M, up 24% year over year. The effective tax rate was 26.4%.
Operating cash flow was $123.1M (up 349% year over year), 360% of net earnings. Non-cash charges added back $293K of depreciation and amortization and $614K of share-based compensation. Working capital and other items added $88.0M. Capital expenditures of $3.2M left free cash flow of $119.8M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 13, 2026 | $115M | +55% | 40.3% | $34.1M | $123M |
| Q1 2026 | 10-Q | May 14, 2026 | $90.9M | +26% | 30.0% | $19.9M | $6.8M |
| Q4 2025 | 10-K | Feb 27, 2026 | $68.1M | +1% | 43.0% | $20.9M | $50.2M |
| Q3 2025 | 10-Q | Nov 13, 2025 | $62.0M | +33% | 30.3% | $13.2M | −$7.5M |
| Q2 2025 | 10-Q | Aug 13, 2025 | $74.5M | +61% | 32.3% | $27.5M | $27.4M |
| Q1 2025 | 10-Q | Jun 10, 2025 | $71.9M | +62% | 59.7% | $38.1M | $68.1M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About American Integrity Insurance Group
subsidiary, American Integrity Insurance Company (“AIIC”), we provide personal residential property insurance for single- predominantly in Florida. Florida represented 93.7% of our policies in-force as of December 31, 2025 and 96.5% of our in-
In its own words, from its 10-K, filed Feb 27, 2026.
American Integrity Insurance Group against its Fire, Marine & Casualty Insurance peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +55% against the peers' median +3%. Operating margin: 40.3% against the peers' median 15.5%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| AII American Integrity Insurance Group | Q2 2026 | $115M | +55% | 40.3% |
| BRK-B Berkshire Hathaway | Q2 2026 | $101.8B | +10% | 15.5% |
| PGR Progressive | Q3 2026 | $23.2B | +3% | 14.0% |
| ALL Allstate | Q3 2026 | $17.3B | +0.5% | 15.1% |
| CB Chubb | Q3 2026 | $16.2B | +0.3% | 21.0% |
| TRV Travelers Companies | Q3 2026 | $12.4B | -0.5% | 19.1% |
| AIG American International Group | Q3 2026 | $7.4B | +17% | 15.0% |
| HIG Hartford Insurance Group | Q3 2026 | $7.2B | +4% | 21.9% |
| L Loews | Q3 2026 | $4.8B | +2% | 8.5% |
Source: American Integrity Insurance Group 10-Q on SEC EDGAR · CIK 2007587 · Fire, Marine & Casualty Insurance
13F: who owns AII and who is buying
More on AII
- How American Integrity Insurance Group makes money: revenue by segment
- American Integrity Insurance Group next earnings date and what analysts expect
- American Integrity Insurance Group stock forecast, price target and fair value
- Who owns American Integrity Insurance Group stock: holders, funds and Congress trades
History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results