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Slide Insurance Holdings (SLDE) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Slide Insurance Holdings (SLDE) Q3 2026 earnings results →

Q3 2026 Revenue up 36% year over year to $361M · 38¢ of every $1 of revenue kept as net profit · operating margin 44.8%

Slide Insurance Holdings made $361M in Q3 2026 (+36% Y/Y). Operating margin 44.8%, net earnings $138M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.

Revenue$361M
Year over year+36%
Operating margin44.8%
Net earnings$138M
Operating cash flow−$43.0M

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 $361.1M in Q3 2026, up 36% year over year and down 7% from the previous quarter.

Operating profit was $161.7M, a 44.8% margin (down 10.5 points year over year). Of the extra revenue versus Q3 2025, 15% reached operating profit, below the 55% margin then. Total costs grew 68% against revenue growth of 36%. The fastest-growing cost line was Other operating costs (+104%). Net earnings were $138.2M, up 25% year over year. The effective tax rate was 14.5%.

Operating cash flow was −$43.0M. Non-cash charges added back $1.4M of depreciation and $3.5M of share-based compensation. Working capital and other items used $186.0M. Capital expenditures of $6.3M exceeded it, leaving free cash flow of −$49.3M.

Quarterly history

Slide Insurance Holdings revenue by quarterSlide Insurance Holdings revenue by quarter$262MQ2 2025$266MQ3 2025$347MQ4 2025$389MQ1 2026$387MQ2 2026$361MQ3 2026
Slide Insurance Holdings net earnings by quarterSlide Insurance Holdings net earnings by quarter$70.1MQ2 2025$111MQ3 2025$170MQ4 2025$140MQ1 2026$135MQ2 2026$138MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 29, 2026$361M+36%44.8%$138M−$43.0M
Q2 202610-QJul 30, 2026$387M+48%46.1%$135M$301M
Q1 202610-QApr 30, 2026$389M+38%47.7%$140M$289M
Q4 202510-KMar 2, 2026$347M+46%64.0%$170M$422M
Q3 202510-QNov 6, 2025$266M+33%55.3%$111M$25.3M
Q2 202510-QAug 12, 2025$262M+25%36.8%$70.1M$254M

Charts

Slide Insurance Holdings: revenue growth, year over year and quarter over quarterSlide Insurance Holdings: revenue growth, year over year and quarter over quarterY/YQ/Q+25%Q2 2025+33%+2%Q3 2025+46%+31%Q4 2025+38%+12%Q1 2026+48%-1%Q2 2026+36%-7%Q3 2026
Latest (Q3 2026): Y/Y +36%, Q/Q -7%.
Slide Insurance Holdings: where the cash came from (+) and went (−), TTM to Q3 2026Slide Insurance Holdings: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$969MOther investing−$413MCash drawn (+) / kept (−)−$315MBuybacks−$211MOther financing−$15.9MCapital spending−$7.9MNet borrowing (+) / repaid (−)−$6.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Slide Insurance Holdings: profit against cash, quarter by quarterSlide Insurance Holdings: profit against cash, quarter by quarterNet incomeOperating cash flow$75.1M$158MQ4 2024$92.5M$96.8MQ1 2025$70.1M$254MQ2 2025$111M$25.3MQ3 2025$170M$422MQ4 2025$140M$289MQ1 2026$135M$301MQ2 2026$138M−$43.0MQ3 2026
Latest (Q3 2026): Net income $138M, Operating cash flow −$43.0M.
Slide Insurance Holdings in its industry: growth against margin (56 companies, SIC 6331)Slide Insurance Holdings in its industry: growth against margin (56 companies, SIC 6331)revenue growth, year over year →↑ operating marginmedian +2%median 14%BRK-BPGRALLCBTRVAIGHIGLACGLMKLCNAWRBEGCINFAFGEverest Reinsurance Holdings IncAXSTHGRNRMCYSIGIKMPRSPNTHGWTMTIPTRLISKWDKNSLUVEHMNUFCSPLMRROOTLMNDSAFTHCIDGICAHRTGEIGBOWJRVRHIPOGLREASICAIIGBLIAMSFACICNODKKINSKWYPRHIKGOXBRSLDE (+36%, 45%)
Fire, Marine & Casualty Insurance; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵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 Slide Insurance Holdings

Slide is a technology-enabled insurance company that makes it easy for homeowners to choose the right coverage for their unique needs and budgets. Slide's cutting-edge technology leverages artificial intelligence and big data to optimize and streamline every part of the insurance process. Based in Tampa, Fla., Slide was founded by Bruce and Shannon Lucas, insurance insiders with a deep understanding of how technology can be applied to achieve better underwriting outcomes. For more information, please visit https://www.slideinsurance.com .

In its own words, from its 8-K, filed Jul 28, 2026.

Slide Insurance Holdings against its Fire, Marine & Casualty Insurance peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +36% against the peers' median +3%. Operating margin: 44.8% against the peers' median 15.5%.

CompanyQuarterRevenueY/YOp. margin
SLDE Slide Insurance HoldingsQ3 2026$361M+36%44.8%
BRK-B Berkshire HathawayQ2 2026$101.8B+10%15.5%
PGR ProgressiveQ3 2026$23.2B+3%14.0%
ALL AllstateQ3 2026$17.3B+0.5%15.1%
CB ChubbQ3 2026$16.2B+0.3%21.0%
TRV Travelers CompaniesQ3 2026$12.4B-0.5%19.1%
AIG American International GroupQ3 2026$7.4B+17%15.0%
HIG Hartford Insurance GroupQ3 2026$7.2B+4%21.9%
L LoewsQ3 2026$4.8B+2%8.5%

Source: Slide Insurance Holdings 10-Q on SEC EDGAR · CIK 1886428 · Fire, Marine & Casualty Insurance

13F: who owns SLDE and who is buying

Largest holders of SLDE (13F)Largest holders of SLDE (13F)BlackRock$98.5MVanguard Portfolio Management LLC$96.7MAmerican Century Companies$82.3MCapital World Investors$58.1MArrowstreet Capital, Limited Part…$54.6MVanguard Group$53.8MVanguard Capital Management LLC$44.8MFederated Hermes$44.3MUBS Group AG$41.7MHood River Capital Management LLC$36.5M
Funds' net buying of SLDE by quarter (13F)Funds' net buying of SLDE by quarter (13F)$648M2025-06−$40.1M2025-09$101M2025-12$141M2026-03$76.3M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on SLDE

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results

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