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Root Inc
NASDAQ:ROOT

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Root Inc
NASDAQ:ROOT
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Price: 49.58 USD -2.38% Market Closed
Market Cap: $784.9m

Root Inc
Investor Relations

Root Inc. sells auto insurance, but it does it through a mobile-first model that starts with data from a customer’s driving behavior instead of relying only on traditional credit scores and demographics. People get quotes, manage policies, and file claims through Root’s app and website, while the company uses software and telematics to price risk and handle much of the insurance process digitally. Its main customers are individual drivers who want a fast, app-based way to buy car insurance, plus partners that help it acquire customers through embedded or referral channels. Root makes money mainly from insurance premiums, and it also earns income from related fees and services tied to policy administration and claims handling. What makes Root different is that it is not just a traditional insurer with a digital front end. It is built like a technology company that tries to use driving data, automation, and direct customer relationships to underwrite and service auto policies more efficiently than older insurers that depend more heavily on agents and broad demographic pricing.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 5, 2026
AI Summary
Q2 2026

Profitability held up: Root reported net income of $25 million, up 15% year over year, with a 31% annualized return on equity and a 92.1% net combined ratio.

Growth slowed: Revenue rose 2% to $389 million, while policies in force increased 6% to 484,000, but management said the direct channel got more competitive and growth was deliberately constrained by discipline on pricing and returns.

Outlook softer: Management said if the current competitive backdrop continues, 2026 policies in force are expected to end the year roughly flat year over year.

AI focus: Executives framed Root as an “AI-era” insurer and said more than 90% of the code base has been meaningfully touched by AI, with a new predictive pricing model planned for later this year.

Distribution diversification: Partnership and independent agent channels made up about 51% of new writings, up from about 44% a year ago, and the company continued expanding into new states and partner ecosystems.

Capital and costs: Root refinanced its $200 million debt facility, repurchased more than $20 million of shares, and said Q2 expense ratio benefits were helped by lower performance-based equity compensation.

Key Financials
Net income
$25 million
Revenue
$389 million
Policies in force
484,000
Gross written premium
$340 million
Gross earned premium
$368 million
Net combined ratio
92.1%
Net combined ratio
92%
Net expense ratio
26%
Net loss and LAE ratio
66%
Annualized return on equity
31%
Debt facility
$200 million
Share repurchases
more than $20 million
R&D investment
approximately $10 million
Private equity impairment
$4.4 million
Investment income
around $10 million
New states
37 states
Addressable population coverage
over 80%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Alexander Edward Timm
Co-Founder, CEO & Chairman
No Bio Available
Mr. Mahtiyar Bonakdarpour
President & CTO
No Bio Available
Mr. Jonathan Alexander Allison
Chief Administrative Officer
No Bio Available
Ms. Megan Nicole Binkley
Chief Financial Officer
No Bio Available
Mr. Ryan William Forish
Chief Accounting Officer
No Bio Available
Mr. Matthew Patrick LaMalva
Head of Investor Relations
No Bio Available
Jodi Emmert Baker
VP, General Counsel & Secretary
No Bio Available
Ms. Kelly Ruoff
Chief Communications Officer
No Bio Available
Ms. Jill Kellett
Vice President of Product & Marketing
No Bio Available
Katelynn Sandy
Chief Information Security Officer
No Bio Available

Contacts

Address
OHIO
Columbus
80 E Rich St Ste 500
Contacts
+18669809431
joinroot.com