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Bowhead Specialty Holdings BOW Valuation allowance for uncollectible reinsurance

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Other financials

Income statement

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Revenue$155.7M+26.9%
Net income$16.0M+40.1%
EPS (diluted)$0.48+41.2%

Balance sheet

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Cash & equivalents$141.5M+14.6%
Total debt$146.5M
Total equity$457.9M+17.1%
Total assets$2.5B+41.4%

Cash flow

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Operating cash flow$65.5M+37.2%
CapEx$1.3M+4.5%
Free cash flow$64.2M+38.0%

Valuation

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Market cap$1.1B+8.5%
Enterprise value$1.11B
P/E18.9×-1.7×
P/S1.9×-0.2×

Profitability

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Net margin10%+0.7pp
FCF margin58.8%-6.0pp

Returns & leverage

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Return on equity13.8%
Debt / equity0.3×

Where this comes from

Reported directly by Bowhead Specialty Holdings in its filing.

Tagged under the XBRL concept us-gaap:ReinsuranceRecoverablesAllowance.

The source filing: Bowhead Specialty Holdings’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 4:25 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-030616
As ofMarch 31,2026December 31,2025
Reinsurance recoverable on unpaid losses and loss adjustment expenses$412,908$381,697
Reinsurance recoverable on paid losses and loss adjustment expenses20,60418,202
Allowance for credit losses(247)(223)
Reinsurance recoverable, net$433,265$399,676

Item 1. Financial Statements (unaudited)

FAQ

What is Bowhead Specialty Holdings's valuation allowance for uncollectible reinsurance?
Bowhead Specialty Holdings (BOW) reported valuation allowance for uncollectible reinsurance of $247K in Q1 2026.
How has Bowhead Specialty Holdings's valuation allowance for uncollectible reinsurance changed year-over-year?
Bowhead Specialty Holdings's valuation allowance for uncollectible reinsurance increased by 53.4% year-over-year, from $161K to $247K.

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