Hagerty, Inc.

Annual Trend FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
REVENUE:
Revenue from contract with customer, including finance revenue, excluding assessed tax $384.5m $468.3m $556.7m $568.8m
Earned premium, net $220.5m $295.8m $403.1m $531.9m $643.3m $726.7m
Marketplace revenue $28.1m $54.5m $119.2m
Net investment income $26.9m $39.2m $38.6m
Net investment gains $0 $2.2m $3.1m
Ceding commissions, net $106.0m $141.0m $191.2m $251.8m $301.7m $337.1m
Salaries and benefits $137.5m $171.9m $199.5m $216.9m $221.5m $263.6m
Depreciation and amortization $11.8m $22.1m $33.9m $45.8m $38.9m $37.5m
Restructuring, impairment and related charges, net $0 $18.3m $8.8m $0 $0
Gains, losses, and impairments related to divestitures $0 $0 $4.0m ($87k) $0
Loss (gain) related to warrant liabilities, net $41.9m $11.5m ($8.5m) $0
Income tax benefit ($4.8m) ($6.8m) ($7.0m) ($16.6m) ($15.4m) $10.0m
Accretion of Series A Convertible Preferred Stock $0 $0 ($3.7m) ($7.4m) ($7.6m)
INCOME BEFORE TAXES $14.9m ($54.6m) $44.8m $93.7m $139.2m
NET INCOME $10.0m ($61.4m) $2.4m $28.2m $78.3m $149.2m
Net income attributable to non-controlling interest $127k $398k $29.7m ($7.9m) ($61.3m) ($100.2m)
NET INCOME ATTRIBUTABLE TO CLASS A COMMON STOCKHOLDERS $10.2m ($46.4m) $32.1m $16.6m $9.6m $41.5m
Basic (in dollars per share) $1.27 ($0.75) $0.03 $0.33 $0.89 $1.58
Diluted (in dollars per share) $1.27 ($0.75) $0.01 $0.08 $0.88 $0.43
Losses and loss adjustment expenses $91.0m $122.1m $182.4m $220.7m $298.6m $285.4m
Sales expense $86.2m $107.5m $140.8m $156.4m $190.5m $258.2m
General and administrative expenses $51.2m $64.6m $89.1m $85.4m $82.5m $94.5m
Interest expense and other, net ($987k) ($2.0m) $2.0m $22.8m $35.8m $40.9m
Total expenses $483.7m $629.1m $855.2m $989.8m $1.1b $1.3b

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.