# Octave Specialty Group Inc: overview

OSG · NYSE · CIK 874501 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/osg.md) · [Financials](/companies/osg/financials.md) · [Filings](/companies/osg/filings.md) · [Insiders](/companies/osg/insiders.md)

Latest reported revenue: [$49.7m](/filings/0001628280-26-054446.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-054446).

## Last eight quarters

| Line item | Unit | Q1 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q2 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [23.1](/filings/0001628280-25-051136.md) | [38.0 d](/filings/0001628280-26-014653.md) | [36.8](/filings/0001628280-26-031393.md) | [30.3](/filings/0001628280-26-054446.md) | [36.1](/filings/0001628280-25-051136.md) | [40.2 d](/filings/0001628280-26-014653.md) | [68.2](/filings/0001628280-26-031393.md) | [49.7](/filings/0001628280-26-054446.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [(119.2%)](/filings/0001628280-25-051136.md) | [(1442.5%) d](/filings/0000874501-25-000032.md) | [(126.2%)](/filings/0001628280-26-031393.md) | [(240.6%)](/filings/0001628280-26-054446.md) | [(312.3%)](/filings/0001628280-25-051136.md) | [(68.1%) d](/filings/0001628280-26-014653.md) | [(10.0%)](/filings/0001628280-26-031393.md) | [(24.4%)](/filings/0001628280-26-054446.md) |
| Diluted EPS | $ per share | [(0.63)](/filings/0001628280-25-051136.md) | [(10.23)](/filings/0000874501-25-000032.md) | [(1.21)](/filings/0001628280-26-031393.md) | [(1.51)](/filings/0001628280-26-054446.md) | [(2.35)](/filings/0001628280-25-051136.md) | not reported | [(0.13)](/filings/0001628280-26-031393.md) | [(0.33)](/filings/0001628280-26-054446.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivitiesContinuingOperations. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY (2021-12-31) | FY (2022-12-31) | FY (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [26.0](/filings/0000874501-24-000040.md) | [30.7](/filings/0000874501-25-000032.md) | [51.3](/filings/0001628280-26-014653.md) | [92.0](/filings/0001628280-26-014653.md) | [143](/filings/0001628280-26-014653.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [(65.4%)](/filings/0000874501-24-000040.md) | [1701.0%](/filings/0000874501-25-000032.md) | [9.7%](/filings/0001628280-26-014653.md) | [(604.3%)](/filings/0001628280-26-014653.md) | [(180.7%)](/filings/0001628280-26-014653.md) |
| Diluted EPS | $ per share | [(0.61)](/filings/0000874501-24-000040.md) | [11.48](/filings/0000874501-25-000032.md) | [0.18](/filings/0001628280-26-014653.md) | [(11.96)](/filings/0001628280-26-014653.md) | [(5.93)](/filings/0001628280-26-014653.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivitiesContinuingOperations.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/osg/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $28.5m | 4,572,516 |  | Added +654,718 |
| [Western Standard LLC](/funds/1517666.md) | 2026-06-30 | $14.0m | 2,247,591 |  | Unchanged |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $12.3m | 1,972,619 |  | Added +27,543 |
| [Prescott Group Capital Management, L.L.C.](/funds/1166152.md) | 2026-06-30 | $10.3m | 1,647,793 |  | Added +55,206 |
| [THIRD AVENUE MANAGEMENT LLC](/funds/1099281.md) | 2026-06-30 | $8.4m | 1,341,879 |  | Added +668 |
| [Bain Capital Credit, LP](/funds/1317947.md) | 2026-06-30 | $6.9m | 1,108,012 |  | Unchanged |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $6.9m | 1,106,335 |  | Added +83,897 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $5.6m | 898,673 |  | Reduced −42,731 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $4.5m | 716,947 |  | Reduced −593,185 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $4.2m | 676,800 | Put | Added +301,000 |

## Recent filings

[All 1,151 filings](/companies/osg/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-06 | 17:03 ET | [10-Q](/filings/0001628280-26-054446.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054446 |
| 2026-08-06 | 16:58 ET | [8-K](/filings/0001628280-26-054440.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-054440 |
| 2026-05-29 | 16:56 ET | [8-K](/filings/0001628280-26-039234.md) | 5.07 Shareholder vote results | 0001628280-26-039234 |
| 2026-05-06 | 16:50 ET | [10-Q](/filings/0001628280-26-031393.md) | Quarterly report, period 2026-03-31 | 0001628280-26-031393 |
| 2026-05-06 | 16:41 ET | [8-K](/filings/0001628280-26-031377.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-031377 |
| 2026-04-10 | 16:10 ET | [DEF 14A](/filings/0001628280-26-024684.md) | Proxy statement, period 2025-12-31 | 0001628280-26-024684 |
| 2026-04-07 | 16:08 ET | [8-K](/filings/0001628280-26-024072.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001628280-26-024072 |
| 2026-03-04 | 16:29 ET | [10-K](/filings/0001628280-26-014653.md) | Annual report, period 2025-12-31 | 0001628280-26-014653 |
| 2026-02-23 | 16:19 ET | [8-K](/filings/0001628280-26-010639.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-010639 |
| 2026-01-06 | 16:03 ET | [8-K](/filings/0001628280-26-000870.md) | 9.01 Financial statements and exhibits | 0001628280-26-000870 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-014653.md), filed Mar 4, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/4b76e789-cc37-411b-9e49-27990fbdd2ae)

## About the filer

- CIK: 874501
- Tickers: OSG
- Exchange: NYSE
- SIC code: 6351 Surety Insurance
- State of incorporation: DE
- Filer category: Accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 12:35 ET. No prices; not investment advice.