|
Q2 FY2026
As of Jun 30, 2026
|
Q1 FY2026
As of Mar 31, 2026
|
Q4 FY2025
As of Dec 31, 2025
|
Q3 FY2025
As of Sep 30, 2025
|
Q2 FY2025
As of Jun 30, 2025
|
Q1 FY2025
As of Mar 31, 2025
|
Q4 FY2024
As of Dec 31, 2024
|
Q3 FY2024
As of Sep 30, 2024
|
Q2 FY2024
As of Jun 30, 2024
|
|
|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||
| Current assets | |||||||||
| Cash and cash equivalents | |||||||||
| Restricted cash | |||||||||
| Commissions receivable, net | |||||||||
| Accounts receivable | |||||||||
| Deferred offering costs | |||||||||
| Other current assets, net | |||||||||
| Total current assets | |||||||||
| Non-current assets | |||||||||
| Intangible assets, net | |||||||||
| Property and equipment, net | |||||||||
| Lease right-of-use assets, net | |||||||||
| Other non-current assets | |||||||||
| Total assets | |||||||||
| Liabilities, Redeemable Noncontrolling Interest, and Equity | |||||||||
| Current liabilities | |||||||||
| Commissions payable | |||||||||
| Carrier liabilities | |||||||||
| Operating lease liabilities | |||||||||
| Short-term bank debt | |||||||||
| Deferred acquisition payables | |||||||||
| Other current liabilities | |||||||||
| Total current liabilities | |||||||||
| Non-current liabilities | |||||||||
| Operating lease liabilities | |||||||||
| Long-term bank debt | |||||||||
| Deferred acquisition payables | |||||||||
| Other non-current liabilities | |||||||||
| Total liabilities | |||||||||
| Redeemable noncontrolling interest | |||||||||
| Stockholders' Equity | |||||||||
| Class A, B and C common units (631,750 units issued and outstanding at December 31, 2023) | |||||||||
| Class A | |||||||||
| Class B Common Stock | |||||||||
| Class C Common Stock | |||||||||
| Total class A, B and C common units (631,750 units issued and outstanding at December 31, 2023) | |||||||||
| Common stock | |||||||||
| Class A | |||||||||
| Class B Common Stock | |||||||||
| Class C Common Stock | |||||||||
| Additional paid-in capital | |||||||||
| Retained earnings | |||||||||
| Accumulated other comprehensive income | |||||||||
| Total stockholders' equity attributable to TWFG, Inc. | |||||||||
| Noncontrolling interests | |||||||||
| Total stockholders' equity | |||||||||
| Total liabilities, redeemable noncontrolling interest, and equity |
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