The earnings call showcased strong revenue growth and profitability with successful strategic partnerships and marketplace expansion. However, increased expenses and lower attach rates for new partnerships are concerns. The seasonality of the business also impacts profitability forecasts.

Company Guidance

During Hagerty's Third Quarter 2025 Earnings Call, the company provided robust guidance, highlighting an 18% increase in total revenue for the first nine months of the year. This growth was driven by a 13% rise in written premium and a 14% increase in commission revenue, largely due to ramped-up State Farm policy conversions. Hagerty also reported a significant 54% growth in membership, marketplace, and other revenue, fueled by the launch of their European auction business. On the profitability front, operating margins increased by 350 basis points, net income surged by 73% to $121 million, and adjusted EBITDA grew by 46% to $153 million. The company aims to double its policies in force to 3 million by 2030, leveraging its strong brand and high Net Promoter Score of 82. Hagerty's strategic priorities include expanding specialty insurance offerings, enhancing member experiences, and growing their international marketplace business. Additionally, the company announced a new partnership with Liberty Mutual and Safeco, marking a significant strategic development.

Record Revenue Growth

Total revenue increased by 18% to $380 million, driven by new business count gains, a 16% increase in written premium, and 18% growth in commission and fee revenue.

Strong Profitability

Operating margins increased by 590 basis points to 9%, resulting in a 240% increase in operating profit to $34 million. Net income grew by 143% to $46 million.

Expanded Partnerships

New partnerships announced with Liberty Mutual and Safeco to expand distribution channels and engage more customers.

Marketplace Expansion

Marketplace and other revenue jumped 34% to $56 million, with successful auctions and private sales contributing significantly.

Increased 2025 Outlook

Hagerty increased its full-year expectations for revenue growth to 14%-15% and adjusted EBITDA to $170-$176 million.

Hagerty Inc Class A (HGTY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HGTY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 17, 2026	2025 (Q4)	0.04 / -	0.02	―	―	―
Nov 04, 2025	2025 (Q3)	0.08 / 0.13	0.05	160.00% (+0.08)
Aug 04, 2025	2025 (Q2)	0.11 / 0.13	0.12	8.33% (+0.01)
May 07, 2025	2025 (Q1)	0.02 / 0.08	0.04	100.00% (+0.04)
Mar 04, 2025	2024 (Q4)	0.01 / 0.02	-0.01	300.00% (+0.03)
Nov 07, 2024	2024 (Q3)	0.08 / 0.05	0.05	0.00% (0.00)
Aug 06, 2024	2024 (Q2)	0.08 / 0.12	0.05	140.00% (+0.07)
May 07, 2024	2024 (Q1)	0.03 / 0.04	-0.044	190.91% (+0.08)
Mar 12, 2024	2023 (Q4)	-0.01 / -0.01	-0.1	90.00% (+0.09)
Nov 08, 2023	2023 (Q3)	0.03 / 0.05	0.07	-28.57% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HGTY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$11.29	$11.14	-1.33%
Aug 04, 2025	$10.02	$10.75	+7.29%
May 07, 2025	$8.88	$9.75	+9.80%
Mar 04, 2025	$10.01	$9.90	-1.10%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Hagerty Inc Class A (HGTY) report earnings?

Hagerty Inc Class A (HGTY) is schdueled to report earning on Mar 17, 2026, After Close (Confirmed).

What is Hagerty Inc Class A (HGTY) earnings time?

Hagerty Inc Class A (HGTY) earnings time is at Mar 17, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HGTY EPS forecast?

HGTY EPS forecast for the fiscal quarter 2025 (Q4) is 0.04.

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