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OSG

Octave Specialty·NYSE
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OSG fundamentals

Octave Specialty (OSG) released its earnings on Nov 10, 2025: revenue was 66.61M (YoY -41.57%), beat estimates; EPS was -2.35 (YoY -410.87%), missed estimates.
Revenue / YoY
66.61M
-41.57%
EPS / YoY
-2.35
-410.87%
Report date
Nov 10, 2025
OSG Earnings Call Summary for Q3,2025
  • Brand Transformation: Relaunch as Octave Specialty Group, transitioning from runoff to high-growth insurance platform.
  • Strategic Acquisitions: $420M sale of Legacy business and ArmadaCare acquisition, expanding MGA portfolio to 22.
  • Revenue Growth: Insurance Distribution segment revenue up 80% YoY to $43M, with 23% EBITDA margin.
  • Cost Efficiency: $10M+ annualized expense reductions, targeting $30M 2026 adjusted expenses.
  • Capital Allocation: 3.1M shares repurchased Q3, prioritizing buybacks and disciplined debt management.
  • Everspan Challenges: 112.9% combined ratio due to runoff programs, but improving in-force loss ratio to mid-60s.
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Key Indicators

Octave Specialty (OSG) key financial stats and ratios, covering profitability, financial health, and leverage.
Octave Specialty (OSG)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Octave Specialty (OSG)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Octave Specialty (OSG)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Octave Specialty (OSG) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Octave Specialty (OSG) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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