Heritage Insurance Quarterly Income Statement
NYSE: HRTGFinanceProperty-Casualty InsurersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Heritage Insurance revenue and earnings
In the quarter ended Jun 30, 2026, Heritage Insurance generated $214.2 million in revenue, up 3.0% from the same quarter a year earlier. Net income was $61.7 million (+28.5% year over year), for a net margin of 28.8% versus a median of 23.1% in the prior 5 quarters. Operating margin was 39.1%.
Diluted earnings per share came in at $2.05, up from $1.55.
Summary generated from market data by MetaCap's automated system. Methodology
Heritage Insurance income statement (quarterly)
| Quarter (USD) | Q2 20262026-06-30 | Q1 20262026-03-31 | Q4 20252025-12-31 | Q3 20252025-09-30 | Q2 20252025-06-30 | Q1 20252025-03-31 | Q4 20242024-12-31 | Q3 20242024-09-30 | Q2 20242024-06-30 | Q1 20242024-03-31 | Q4 20232023-12-31 | Q3 20232023-09-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 214.19M | 212.66M | 215.32M | 212.46M | 208.03M | 211.52M | 210.26M | 211.85M | 203.57M | 191.30M | 186.96M | 186.30M |
| Revenue growth (YoY) | +2.96% | +0.54% | +2.40% | +0.29% | +2.19% | +10.57% | +12.46% | +13.71% | +9.85% | +8.13% | +7.09% | +12.57% |
| Selling, General & Admin | 23.78M | 24.91M | 22.37M | 22.34M | 24.40M | 23.86M | 21.15M | 21.57M | 22.78M | 19.63M | 16.75M | 21.91M |
| Operating Income | 83.85M | 50.82M | 89.68M | 70.17M | 64.87M | 42.44M | 31.52M | 11.75M | 27.64M | 22.70M | 36.17M | -9.44M |
| Interest Expense | 1.69M | 1.78M | 1.73M | 1.85M | 1.88M | 2.43M | 2.57M | 2.75M | 2.78M | 2.83M | 3.00M | 2.59M |
| Pretax Income | 82.16M | 49.04M | 87.95M | 68.32M | 62.99M | 40.01M | 28.95M | 8.99M | 24.86M | 19.87M | 33.17M | -12.03M |
| Income Tax | 20.45M | 12.56M | 21.27M | 17.89M | 14.97M | 9.54M | 8.65M | 842.00K | 5.99M | 5.65M | 2.23M | -4.60M |
| Net Income | 61.71M | 36.48M | 66.67M | 50.42M | 48.02M | 30.47M | 20.29M | 8.15M | 18.87M | 14.22M | 30.94M | -7.42M |
| Net Income growth (YoY) | +28.50% | +19.72% | +228.56% | +518.51% | +154.51% | +114.23% | -34.42% | — | +142.56% | +1.55% | +147.53% | — |
| EPS (Basic) | 2.06 | 1.19 | 2.16 | 1.63 | 1.55 | 0.99 | 0.66 | 0.27 | 0.62 | 0.47 | 1.15 | -0.28 |
| EPS (Diluted) | 2.05 | 1.19 | 2.15 | 1.63 | 1.55 | 0.99 | 0.66 | 0.27 | 0.61 | 0.47 | 1.15 | -0.28 |
| Shares Outstanding (Basic) | 30.02M | 30.68M | — | 30.96M | 31.00M | 30.70M | — | 30.68M | 30.65M | 30.38M | — | 26.70M |
| Shares Outstanding (Diluted) | 30.08M | 30.74M | — | 31.02M | 31.06M | 30.76M | — | 30.74M | 30.71M | 30.44M | — | 26.70M |
| EBITDA | 85.25M | 52.42M | 91.68M | 72.27M | 65.97M | 43.74M | 32.82M | 12.45M | 28.36M | 23.38M | 38.39M | -7.24M |
| Operating Margin | 39.15% | 23.90% | 41.65% | 33.03% | 31.18% | 20.06% | 14.99% | 5.55% | 13.58% | 11.87% | 19.34% | -5.06% |
| Net Margin | 28.81% | 17.16% | 30.97% | 23.73% | 23.08% | 14.41% | 9.65% | 3.85% | 9.27% | 7.44% | 16.55% | -3.98% |
This table shows 12 quarterly periods of Heritage Insurance's income statement, from Q2 2026 back to Q3 2023, across 16 line items including revenue, operating expenses, selling, general & admin. Values in USD; B = billions, M = millions. Fiscal periods follow HRTG's reporting calendar. What is a income statement?