Kinsale Capital Group, Inc. (KNSL) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. Thank you for joining us and welcome to the second quarter 2026 Kinsale Capital Group, Inc. earnings conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. Before we get started, let me remind everyone that through the course of the teleconference, Kinsales Management may make comments that reflect their intentions, beliefs, and expectations for the future. As always, these forward-looking statements are subject to certain risk factors, which could cause actual results to differ materially. These risk factors are listed in the company's various SEC filings, including the 2025 Annual Report on Form 10-K, which should be reviewed carefully. The company has furnished a Form 8-K with the Securities and Exchange Commission that contains the press release announcing its second quarter results. Kinsale's management may also reference certain non-GAAP financial measures in the call today. A reconciliation of GAAP to these measures can be found in the press release, which is available at the company's website at www.kinsalecapitalgroup.com. I will now turn the conference over to Kinsale's chairman, president and CEO, Mr. Michael Kehoe. Please go ahead, sir. Thank you, operator, and good morning, everyone. Today I'm joined by Bryan Petrucelli, our Chief Financial Officer, Stuart Winston, our Chief Underwriting Officer, and Salmaan Allibhai, our Chief Analytics and Technology Officer. In the second quarter, 2026, Kinsale's diluted operating earnings per share increased by 15.9% over the second quarter of 2025. generating an annualized operating return on equity of 24.4%. Gross written premium was d...