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Filing Flows › American Integrity Insurance Group (AII) › Q1 2026 › vs Q4 2025

American Integrity Insurance Group (AII) Q1 2026 vs Q4 2025 (quarter over quarter)

American Integrity Insurance Group's revenue rose $22.9M (+34%) from $68.1M in Q4 2025 to $90.9M in Q1 2026. Operating margin 30.0% against 43.0% (-13.0 pts).

American Integrity Insurance Group, Q1 2026: revenue $90.9M (+26% year over year), operating margin 30.0%, net earnings $19.9M, operating cash flow $6.8M. The chart draws each line against Q4 2025, the increases inside each band.

American Integrity Insurance Group: what changed, Q1 2026 vs Q4 2025American Integrity Insurance Group: what changed, Q1 2026 vs Q4 2025Free cash flow (OCF − capex)−$44.7MOperating cash flow−$43.4MWorking capital & other$42.7MCosts & expenses$24.9MOther operating costs$15.6MGeneral & admin$9.3MOperating profit−$2.0MPre-tax earnings−$2.0MCapital expenditures$1.3MIncome tax−$1.1M

Margins

Q1 2026Q4 2025Change
Operating margin30.0%43.0%-13.0 pts
Net margin21.9%30.7%-8.8 pts
Free cash flow margin6.1%73.8%-67.7 pts

Every line

LineQ1 2026Q4 2025Change%
Revenue$90.9M$68.1M$22.9M+34%
Operating profit$27.3M$29.3M−$2.0M-7%
Costs & expenses$63.7M$38.8M$24.9M+64%
Pre-tax earnings$27.3M$29.3M−$2.0M-7%
General & admin$16.0M$6.7M$9.3M+140%
Other operating costs$47.7M$32.1M$15.6M+48%
Net earnings$19.9M$20.9M−$959K-5%
Income tax$7.3M$8.4M−$1.1M-13%
Depreciation & amortization$798K$735K$63K+9%
Share-based compensation$266K$76K$190K+250%
Working capital & other$14.2M−$28.5M$42.7M—
Operating cash flow$6.8M$50.2M−$43.4M-86%
Free cash flow (OCF − capex)$5.5M$50.2M−$44.7M-89%
Capital expenditures$1.3M−$19K$1.3M—

Questions

How much did American Integrity Insurance Group's revenue grow quarter over quarter in Q1 2026?

American Integrity Insurance Group's revenue rose $22.9M (+34%) from $68.1M in Q4 2025 to $90.9M in Q1 2026. Operating margin 30.0% against 43.0% (-13.0 pts).

Q1 2026 results → · Compare in the interactive Sankey →