Filing Flows › American Integrity Insurance Group (AII) › Q1 2026
American Integrity Insurance Group (AII) Q1 2026 earnings results (first quarter 2026)
10-Q filed May 14, 2026
American Integrity Insurance Group (AII) reported revenue of $90.9M for the first quarter 2026 (Q1 2026), +26% from a year earlier and +34% from the quarter before. Operating margin was 30.0%, net earnings $19.9M (21.9% of revenue).
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 follows the revenue to costs, profit and cash.
| Q1 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $90.9M | +34% | +26% |
| Operating profit | $27.3M | -7% | -36% |
| Net earnings | $19.9M | -5% | -48% |
| Operating cash flow | $6.8M | -86% | -90% |
| Free cash flow | $5.5M | -89% | -92% |
What changed
Revenue was $90.9M in Q1 2026, up 26% year over year and up 34% from the previous quarter.
Operating profit was $27.3M, a 30.0% margin (down 29.7 points year over year). Operating profit fell $15.7M even though revenue rose $19.0M versus Q1 2025, so costs grew faster than sales. Total costs grew 120% against revenue growth of 26%. The fastest-growing cost line was General & admin (+219%). Net earnings were $19.9M, down 48% year over year. The effective tax rate was 26.9%.
Operating cash flow was $6.8M (down 90% year over year), 34% of net earnings. Non-cash charges added back $798K of depreciation and amortization and $266K of share-based compensation. Working capital and other items used $14.2M. Capital expenditures of $1.3M left free cash flow of $5.5M.
Questions
What was American Integrity Insurance Group's revenue in the first quarter 2026?
American Integrity Insurance Group (AII) reported revenue of $90.9M for the first quarter 2026 (Q1 2026), +26% from a year earlier and +34% from the quarter before.
Was American Integrity Insurance Group profitable in the first quarter 2026?
Operating profit was $27.3M (30.0% of revenue) and net earnings $19.9M.
Source: American Integrity Insurance Group 10-Q on SEC EDGAR.