Inferra AI / Company / BOW

Bowhead Specialty Holdings Inc.

BOW · Financials

Last earnings Aug 3, 2026

Key results

Net incomequarter

$16.0 million

Net income of $16.0 million, or $0.48 per diluted share.

SEC original ↗Bowhead Specialty Holdings Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted net incomequarter

$16.0 million

Adjusted net income (2) of $16.0 million, or $0.48 per diluted share (2) .

SEC original ↗Bowhead Specialty Holdings Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

AI analysis

Q1 2026 · reported May 5, 2026

Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held

Diluted EPS · Q1 2026
$0.48
EX-99 · May 5, 2026
Net income · Q1 2026
$16.0M
EX-99 · May 5, 2026
Adjusted net income · Q1 2026
$16.0M
EX-99 · May 5, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
Net income$16.0 million——
Adjusted net income$16.0 million——

EX-99 · May 5, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Adjusted net income is defined as net income excluding the impact of net realized investment losses, non-operating expenses, loss on extinguishment of credit facility, foreign exchange losses (gains), and certain strategic initiatives.

Debt and Financing Arrangements a) Debt On November 25, 2025, BSHI issued $ 150 million aggregate principal amount of 7.75 % senior unsecured debt ( Senior Notes ), generating net proceeds of $ 146.4 million.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Reports First Quarter 2026 Results NEW YORK, New York

Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Adjusted net income is defined as net income excluding the impact of net realized investment losses, non-operating expenses, loss on extinguishment of credit facility, foreign exchange losses (gains), and certain strategic initiatives.

SEC original ↗Bowhead Specialty Holdings Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Debt and Financing Arrangements a) Debt On November 25, 2025, BSHI issued $ 150 million aggregate principal amount of 7.75 % senior unsecured debt ( Senior Notes ), generating net proceeds of $ 146.4 million.

SEC original ↗Bowhead Specialty Holdings Inc. — 10-Q Quarterly report10-QAug 3, 2026

As of June 30, 2026, the Senior Notes had a carrying value of $ 146.6 million, net of $ 3.4 million of unamortized debt issuance costs.

SEC original ↗Bowhead Specialty Holdings Inc. — 10-Q Quarterly report10-QAug 3, 2026

The 2024 Credit Agreement provided for a senior secured revolving credit facility (the 2024 Facility ) in the aggregate principal amount of $ 75 million, which included a $ 5 million sub-facility for letters of credit.

SEC original ↗Bowhead Specialty Holdings Inc. — 10-Q Quarterly report10-QAug 3, 2026

The Company did not have any borrowings under the 2024 Facility prior to its termination.

SEC original ↗Bowhead Specialty Holdings Inc. — 10-Q Quarterly report10-QAug 3, 2026

The 2025 Credit Agreement provides for a senior secured revolving credit facility (the 2025 Facility ) in the aggregate principal amount of $ 35 million, which includes a $ 5 million sub-facility for letters of credit, and an accordion feature permitting the Company to request a one-time increase in total commitments of up to $ 15 million, subject to lender participation.

SEC original ↗Bowhead Specialty Holdings Inc. — 10-Q Quarterly report10-QAug 3, 2026

Strategy & priorities

As we look ahead, we remain focused on our strategy of building a balanced portfolio of craft and digital solutions to deliver sustainable and profitable growth across market cycles.

SEC original ↗Bowhead Specialty Holdings Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Brandon Mezick, our Head of Digital, will join today s earnings call to share how our digital underwriting platform supports this strategy and strengthens our competitive position.

SEC original ↗Bowhead Specialty Holdings Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted net income is defined as net income excluding the impact of net realized investment losses, non-operating expenses, loss on extinguishment of credit facility, foreign exchange losses (gains), and certain strategic initiatives.

SEC original ↗Bowhead Specialty Holdings Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations or financial condition, business strategy and plans, and objectives of management for future operations are forward-looking statements.

SEC original ↗Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit)EX-99May 5, 2026

They appear in a number of places throughout this presentation and include statements regarding our intentions, beliefs or current expectations concerning, among other things, our consolidated results of operations, financial condition, liquidity, prospects and growth strategies and the industries in which we operate, and include, without limitation, statements relating to our future performance.

SEC original ↗Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit)EX-99May 5, 2026

Risks & headwinds

Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those contemplated by the forward-looking statements.

SEC original ↗Bowhead Specialty Holdings Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Forward-looking statements are subject to known and unknown risks and uncertainties, many of which are beyond our control.

SEC original ↗Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit)EX-99May 5, 2026

This data involves a number of assumptions and limitations which are necessarily subject to a high degree of uncertainty and risk due to a variety of factors.

SEC original ↗Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit)EX-99May 5, 2026

Legal Proceedings 58 Item 1A.

SEC original ↗Bowhead Specialty Holdings Inc. — 10-Q Quarterly report10-QAug 3, 2026

Entities must also assess whether significant development uncertainty exists.

SEC original ↗Bowhead Specialty Holdings Inc. — 10-Q Quarterly report10-QAug 3, 2026

Documents

Earnings deck slides

0 decks with slide view

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Bowhead Specialty Holdings Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

25 documents

Earnings releases

4 documents

Presentations

11 documents

Transcripts

0 documents

No transcripts for Bowhead Specialty Holdings Inc. are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Bowhead Specialty Holdings Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.