Every 10-Q that Accelerant Holdings (ARX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ARX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARX filings page.
Accelerant Holdings reported much stronger results for the quarter ended June 30, 2026. Total revenues rose to $356.9 million from $219.1 million a year earlier, and net income attributable to common shareholders increased to $78.7 million from $8.8 million. For the first six months, revenues were $630.2 million and net income to common shareholders was $73.5 million, both higher than in 2025.
Total assets grew to $8.94 billion and total equity to $744.0 million. The company executed loss portfolio transfer reinsurance contracts covering $363.2 million of net loss reserves on business written from July 2022 to June 2025, producing a corresponding increase in reinsurance recoverables and funds held under reinsurance.
Operating cash flow turned negative at $(90.0) million for the first half of 2026, compared with $309.3 million in the prior-year period, while cash, cash equivalents and restricted cash declined to $1,656.3 million. Accelerant also realized significant investment gains from a partial sale of a third‑party claims administrator stake and repurchased 5.55 million Class A shares for $77.3 million under its share repurchase program.
Accelerant Holdings reports Q1 2026 results with total revenues of $273.3 million and a net loss attributable to common shareholders of $5.2 million, or $(0.02) per share, compared with net income of $6.5 million a year earlier.
Revenue rose strongly from $178.0 million, driven by higher ceding commission income, direct commission income, and net earned premiums, while losses and loss adjustment expenses also increased. General and administrative expenses jumped to $123.8 million, including $32.1 million of share-based compensation.
Cash used in operating activities was $21.4 million and cash, cash equivalents and restricted cash declined to $1,536.5 million. The company executed a loss portfolio transfer covering 2022–2023 business and began a share repurchase program, buying back 828,333 Class A shares for $10.9 million in the quarter, with additional repurchases after March 31, 2026. A subsequent partial sale of a TPA investment is expected to generate $51.6 million of cash and a $54.5 million gain in Q2 2026.
Accelerant Holdings (ARX) reported Q3 2025 results with rapid top-line growth but a GAAP loss driven by a one-time, non-cash item tied to its IPO. Total revenues were $267.4 million, up from $153.7 million a year ago, as ceding commission income rose to $92.3 million, direct commission income to $43.4 million, and net earned premiums to $82.1 million. Net loss attributable to common shareholders was $1,439.7 million, compared with income of $8.1 million in Q3 2024.
The loss reflects $1,379.7 million of non-cash profits interest distribution expenses recognized upon settlement of awards at the July 25, 2025 IPO. The company states this was equity neutral, as an equal capital contribution from Accelerant Holdings LP offset the expense. General and administrative expenses increased, and other expenses included a $25.0 million termination fee and $12.0 million of professional costs, including $4.3 million related to the IPO that were not capitalized.
Total assets were $7,859.4 million versus $6,094.9 million at year-end 2024, and cash, cash equivalents and restricted cash were $1,675.9 million. As of November 10, 2025, common shares outstanding were 221,820,044, split between 114,578,616 Class A and 107,241,428 Class B.
Accelerant Holdings (ARX) presented interim US GAAP condensed consolidated financials for the six months ended June 30, 2025. The company reported 248 Members on its Risk Exchange and $2.06 billion of Exchange Written Premium for the six months ended June 30, 2025, with 77% written by Accelerant Underwriting and 23% by Risk Exchange Insurers. On July 25, 2025 (subsequent event), the company completed an IPO selling 20,276,280 Class A shares at $21.00, generating net proceeds of $393.4 million; proceeds funded a $175.3 million redemption of Class C convertible preference shares and a $25.0 million termination fee to an affiliate of Altamont. At IPO, the company recognized $1.38 billion of non-cash stock-based compensation related to settlement of profit interest awards, recorded as equity-neutral (capital contribution offset). As of June 30, 2025, 219,986,563 common shares were outstanding (112,745,135 Class A; 107,241,428 Class B) and Altamont-controlled funds held 90,916,841 Class B shares, representing 76.7% of combined voting power.