Neptune Insurance Holdings Inc. (NP) held its first quarter 2026 earnings conference call, bringing together top executives and analysts from leading financial firms to discuss performance and outlook.
Key Participants
Company Executives
- Jonathan Carlon, Director of Corporate Development
- Trevor Burgess, CEO and Chairman
- Matthew Duffy, President and Chief Risk Officer of Neptune Flood
- James Steiner, CFO, Secretary, and Director
Analyst Attendees
- Robert Cox, Goldman Sachs Group, Inc., Research Division
- Joshua Shanker, BofA Securities, Research Division
- Charles Peters, Raymond James & Associates, Inc., Research Division
- David Motemaden, Evercore ISI Institutional Equities, Research Division
- Thomas Mcjoynt-Griffith, Keefe, Bruyette, & Woods, Inc., Research Division
- Andrew Kligerman, TD Cowen, Research Division
- Pablo Singzon, JPMorgan Chase & Co, Research Division
- Yaron Kinar, Mizuho Securities USA LLC, Research Division
- Cave Montazeri, Deutsche Bank AG, Research Division
Call Kickoff
Operator Angela opened the session, stating, “Thank you for standing by. My name is Angela, and I will be your conference operator today. At this time, I would like to welcome everyone to the Neptune Insurance Holdings First Quarter Earnings Call.”
After providing standard operator instructions, she introduced Jonathan Carlon to lead the discussion.
Jonathan Carlon’s Opening Statement
Carlon greeted participants: “Thank you, and good afternoon. With me here today is Trevor Burgess, Chairman and CEO; Matt Duffy, President and Chief Risk Officer; and Jim Steiner, CFO and COO.”
Carlon highlighted forward-looking statements in the discussion, covering expectations for financial performance, growth opportunities, business strategy, market trends, and capital allocation. These rely on current assumptions but face risks and uncertainties that may alter outcomes. Participants were directed to recent SEC filings for risk details. The company holds no obligation to revise such statements absent new developments.
