Palomar Holdings just shattered expectations with a 54.7% revenue surge to $314.4M in Q2 2026, beating estimates by 6.6%—and this is their 15th straight quarter exceeding earnings forecasts. Their net premiums earned jumped nearly 60% YoY to $287M, proving their catastrophe-focused underwriting engine is firing on all cylinders. Despite the strong numbers, shares dipped slightly as investors eye the long game.

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