NMI Holdings, Inc. (NMIH) Q2 FY26 Earnings Call

Record profitability and embedded portfolio growth remain strong, but management expects defaults to rise seasonally in the second half [4][33].

Q2 FY26 results, source: company transcript and SEC filings
QuarterQ2 FY26
Call date2026-07-30
Length33 minutes
EPS$1.38
EPS consensus$1.28
Revenue$187.9M

What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.

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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.