Skyward Specialty Insurance

Business

Skyward Specialty Insurance Posts Record Underwriting Performance in 2025, Fueling Growth Ambitions

Skyward Specialty Insurance Group (SKWD) reported robust full-year 2025 results, with revenue reaching $1.42 billion and net income of $170.03 million, driven by a record-low combined ratio of 88.5%. The strong underwriting outcome bolsters the company's strategic pivot towards less cyclical specialty lines and provides a solid foundation for its expansion into new risk areas, even as it navigates a competitive market and recent debt financing.

Business

Palomar Holdings: The Specialty Insurer Defying Market Expectations

Amid a volatile market, specialty insurer Palomar Holdings (PLMR) presents a compelling growth story. With a disciplined underwriting strategy, robust risk management, and a track record of doubling profits every few years, the company trades at multiples that may significantly undervalue its consistent execution and expansion potential.