vs
Side-by-side financial comparison of Skyward Specialty Insurance Group, Inc. (SKWD) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $385.6M, roughly 1.5× Skyward Specialty Insurance Group, Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs 11.2%, a 3.8% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (26.7% vs 9.1%). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (20.6% CAGR vs -0.8%).
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
SKWD vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $385.6M | $588.0M |
| Net Profit | $43.2M | $88.2M |
| Gross Margin | — | 45.2% |
| Operating Margin | 14.2% | 19.5% |
| Net Margin | 11.2% | 15.0% |
| Revenue YoY | 26.7% | 9.1% |
| Net Profit YoY | 200.1% | 13.3% |
| EPS (diluted) | $1.03 | $2.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $588.0M | ||
| Q4 25 | $385.6M | $539.3M | ||
| Q3 25 | $382.5M | $623.5M | ||
| Q2 25 | $319.9M | $631.1M | ||
| Q1 25 | $328.5M | $538.9M | ||
| Q4 24 | $304.4M | $517.4M | ||
| Q3 24 | $300.9M | $587.2M | ||
| Q2 24 | $279.9M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $43.2M | $56.2M | ||
| Q3 25 | $45.9M | $107.4M | ||
| Q2 25 | $38.8M | $103.5M | ||
| Q1 25 | $42.1M | $77.9M | ||
| Q4 24 | $14.4M | $55.4M | ||
| Q3 24 | $36.7M | $93.5M | ||
| Q2 24 | $31.0M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 14.2% | 13.9% | ||
| Q3 25 | 15.8% | 22.6% | ||
| Q2 25 | 15.6% | 22.2% | ||
| Q1 25 | 15.7% | 19.0% | ||
| Q4 24 | 6.1% | 14.8% | ||
| Q3 24 | 15.6% | 21.3% | ||
| Q2 24 | 14.4% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 11.2% | 10.4% | ||
| Q3 25 | 12.0% | 17.2% | ||
| Q2 25 | 12.1% | 16.4% | ||
| Q1 25 | 12.8% | 14.5% | ||
| Q4 24 | 4.7% | 10.7% | ||
| Q3 24 | 12.2% | 15.9% | ||
| Q2 24 | 11.1% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $1.03 | $1.34 | ||
| Q3 25 | $1.10 | $2.58 | ||
| Q2 25 | $0.93 | $2.47 | ||
| Q1 25 | $1.01 | $1.85 | ||
| Q4 24 | $0.33 | $1.31 | ||
| Q3 24 | $0.89 | $2.21 | ||
| Q2 24 | $0.75 | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $168.5M | $341.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $2.1B |
| Total Assets | $4.8B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $168.5M | $384.1M | ||
| Q3 25 | $160.1M | $297.3M | ||
| Q2 25 | $136.6M | $190.4M | ||
| Q1 25 | $112.9M | $150.3M | ||
| Q4 24 | $121.6M | $239.4M | ||
| Q3 24 | $105.6M | $339.4M | ||
| Q2 24 | $73.0M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $961.4M | $2.0B | ||
| Q2 25 | $899.9M | $1.9B | ||
| Q1 25 | $850.7M | $1.9B | ||
| Q4 24 | $794.0M | $1.8B | ||
| Q3 24 | $797.5M | $1.9B | ||
| Q2 24 | $723.6M | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.8B | $3.1B | ||
| Q3 25 | $4.6B | $3.0B | ||
| Q2 25 | $4.3B | $3.0B | ||
| Q1 25 | $4.0B | $2.8B | ||
| Q4 24 | $3.7B | $2.7B | ||
| Q3 24 | $3.6B | $2.9B | ||
| Q2 24 | $3.4B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $408.1M | — |
| Free Cash FlowOCF − Capex | $402.6M | — |
| FCF MarginFCF / Revenue | 104.4% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | 9.44× | — |
| TTM Free Cash FlowTrailing 4 quarters | $755.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $408.1M | $155.7M | ||
| Q3 25 | $171.4M | $170.2M | ||
| Q2 25 | $88.2M | $125.2M | ||
| Q1 25 | $96.8M | $7.6M | ||
| Q4 24 | $305.1M | $115.8M | ||
| Q3 24 | $168.0M | $103.3M | ||
| Q2 24 | $21.0M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $402.6M | $119.0M | ||
| Q3 25 | $168.9M | $133.9M | ||
| Q2 25 | $87.1M | $87.3M | ||
| Q1 25 | $96.6M | $-42.6M | ||
| Q4 24 | $300.9M | $60.3M | ||
| Q3 24 | $167.6M | $58.1M | ||
| Q2 24 | $18.4M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 104.4% | 22.1% | ||
| Q3 25 | 44.2% | 21.5% | ||
| Q2 25 | 27.2% | 13.8% | ||
| Q1 25 | 29.4% | -7.9% | ||
| Q4 24 | 98.8% | 11.7% | ||
| Q3 24 | 55.7% | 9.9% | ||
| Q2 24 | 6.6% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 6.8% | ||
| Q3 25 | 0.6% | 5.8% | ||
| Q2 25 | 0.3% | 6.0% | ||
| Q1 25 | 0.1% | 9.3% | ||
| Q4 24 | 1.4% | 10.7% | ||
| Q3 24 | 0.1% | 7.7% | ||
| Q2 24 | 0.9% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 9.44× | 2.77× | ||
| Q3 25 | 3.73× | 1.58× | ||
| Q2 25 | 2.27× | 1.21× | ||
| Q1 25 | 2.30× | 0.10× | ||
| Q4 24 | 21.18× | 2.09× | ||
| Q3 24 | 4.58× | 1.10× | ||
| Q2 24 | 0.68× | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
