Radian Q2 2026 Earnings: Inigo Lifts Revenue as GAAP Profit Declines

Radian Group’s Q2 2026 revenue rose 93% year over year to $575 million as the first full quarter of Inigo expanded the Specialty business, which supplied 53% of net premiums earned. Diluted EPS from continuing operations declined to $0.87 from $1.11, even as adjusted diluted net operating EPS increased to $1.14. Acquisition-related items and Specialty loss provisions, including reserves tied to the Middle East conflict, explain much of the gap between rapid premium growth and weaker GAAP profitability during the quarter.