HGTYHIGH SIGNALFINANCIAL10-K

HGTY achieved a dramatic turnaround with operating income surging 538% to $66.4M and swinging from a $46.4M net loss to $32.1M profit, while significantly expanding its balance sheet through increased debt financing.

This represents a fundamental transformation in HGTY's profitability profile, moving from operating losses to substantial gains, suggesting the company has successfully scaled its collector car insurance and enthusiast vehicle business model. The simultaneous 69% increase in debt to $177.9M alongside higher cash reserves indicates strategic capital raising to fund this growth trajectory.

Comparing 2026-02-26 vs 2025-03-04View on EDGAR →
FINANCIAL ANALYSIS

HGTY delivered exceptional financial improvement with operating income jumping 538% and achieving profitability after previous losses, while operating cash flow grew a solid 23.7% to $219M. The company significantly expanded its balance sheet, increasing total assets 22.5% to $2.1B through strategic debt financing that boosted cash reserves 53% to $160.2M, though current assets declined 31% suggesting a shift in asset composition. The overall picture signals a maturing business that has achieved operational leverage and is investing heavily for continued expansion in the collector vehicle market.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
+538.1%
$10.4M$66.4M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Net Income
P&L
+169.2%
-$46.4M$32.1M

Net income grew 169.2% — bottom-line growth signals improving overall business health.

Total Debt
Balance Sheet
+69.5%
$105.0M$177.9M

Debt increased 69.5% — substantial leverage increase; assess whether deployed for growth or covering losses.

Cash & Equivalents
Balance Sheet
+52.9%
$104.8M$160.2M

Cash position surged 52.9% — strong cash generation or capital raise providing significant financial cushion.

Stockholders Equity
Balance Sheet
+47.2%
$150.3M$221.3M

Equity base grew 47.2% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Inventory
Balance Sheet
-32.9%
$18.5M$12.4M

Inventory drawn down 32.9% — strong sell-through or deliberate destocking; watch for supply constraints.

Current Assets
Balance Sheet
-31.3%
$1.3B$858.4M

Current assets declined 31.3% — monitor working capital adequacy and short-term liquidity.

Operating Cash Flow
Cash Flow
+23.7%
$177.0M$219.0M

Operating cash flow grew 23.7% — strong conversion of earnings to cash, healthy business fundamentals.

Total Assets
Balance Sheet
+22.5%
$1.7B$2.1B

Asset base grew 22.5% — expansion through organic growth, acquisitions, or capital deployment.

Total Liabilities
Balance Sheet
+22.3%
$1.1B$1.3B

Liabilities increased 22.3% — monitor debt-to-equity ratio and interest coverage.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-03-04
ADDED
The registrant had 101,066,533 shares of Class A Common Stock outstanding and 241,552,156 shares of Class V Common Stock outstanding as of February 20, 2026.
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 44 ITEM 7A.
CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE 134 ITEM 9A.
BUSINESS Company Overview We are a market leader in providing insurance for collector cars and enthusiast vehicles, helping the automotive enthusiast community protect and enjoy their special cars for more than 40 years.
Our insurance products are complemented by our membership product, Hagerty Drivers Club ("HDC"), our renowned car events, and our media and entertainment platforms.
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REMOVED
The registrant had 90,040,663 shares of Class A Common Stock outstanding and 251,033,906 shares of Class V Common Stock outstanding as of February 20, 2025.
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 40 ITEM 7A.
CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURES 126 ITEM 9A.
Where You Can Find More Information Our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, as well as any amendments to those reports, are available free of charge through our website at investor.hagerty.com after we file them with, or furnish them to, the Securities and Exchange Commission ("SEC").
BUSINESS Company Overview We are a market leader in providing insurance for collector cars and enthusiast vehicles.
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