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Income Taxes
6 Months Ended
Jun. 30, 2026
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
The Company was incorporated as a Delaware corporation on January 15, 2025 and is subject to U.S. federal and
state corporate income tax. From January 1, 2025 through May 7, 2025, the Company and its non-insurance
subsidiaries were included in a single partnership return and were not subject to entity-level U.S. income tax. The
Company’s insurance subsidiary, AIIC, was subject to U.S. federal and state corporate income tax and filed on a
stand-alone basis. Effective May 7, 2025, the Company and its non-insurance corporate subsidiaries became subject
to U.S. federal and state income tax. Beginning in 2026, the Company filed a consolidated federal corporate income
tax return with its eligible subsidiaries. Taxes will be settled among the subsidiaries in accordance with the
Company’s tax sharing agreement.
In accordance with ASC 740, each interim period is considered integral to the annual period and tax expense is
generally determined using an estimate of the annual effective income tax rate (“AETR”). The Company records
income tax expense each quarter using the estimated AETR to provide for income taxes on a current year-to-date
basis, adjusted for discrete items that are noted in the relevant period. During the three and six months ended
June 30, 2026, there were no discrete items identified. During the three and six months ended June 30, 2025, the
Company’s non-taxable subsidiaries reduced the overall effective tax rate by (3.2)% and (8.6)%, respectively. The
change in tax status of a non-taxable subsidiary further reduced the effective rate by (40.3)% and (14.5)%,
respectively.
The provision for income taxes for the three and six months ended June 30, 2026 was $12.3 million and $19.6
million, respectively, based on pretax income of $46.4 million and $73.7 million, respectively, compared with the
provision for income taxes for the three and six months ended June 30, 2025 of $(3.4) million and $1.4 million,
respectively, based on pretax income of $24.1 million and $67.0 million, respectively. The Company’s effective tax
rates for the three and six months ended June 30, 2026 were 26.4% and 26.6%, respectively, compared with (14.1)%
and 2.1% for the three and six months ended June 30, 2025, respectively.
The difference between the effective tax rate and the U.S. federal statutory tax rate of 21% for the three and six
months ended June 30, 2026 was primarily due to state income taxes and non-deductible compensation related to
employee stock awards granted and fully vested during the quarter. The effective tax rate also reflects the
unfavorable impact of certain other nondeductible expenses.