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NMI Holdings, Inc. (NMIH) Q2 2026 Earnings Call Transcript

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NMI Holdings, Inc. (NMIH) Q2 2026 Earnings Call July 30, 2026 5:00 PM EDT

Company Participants

John Swenson – Vice President of Investor Relations & Treasury
Bradley Shuster – Executive Chairman
Adam Pollitzer – President, CEO & Director
Aurora Swithenbank – Executive VP & CFO

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Conference Call Participants

Bose George – Keefe, Bruyette, & Woods, Inc., Research Division
Richard Shane – JPMorgan Chase & Co, Research Division
Mihir Bhatia – BofA Securities, Research Division
Mark Hughes – Truist Securities, Inc., Research Division
Riley Sandom – RBC Capital Markets, Research Division

Presentation

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Operator

Good day, and welcome to the NMI Holdings, Inc. 2026 Second Quarter Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to John Swenson, Vice President of Investor Relations and Treasury. Please go ahead.

John Swenson
Vice President of Investor Relations & Treasury

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Thank you, operator. Good afternoon, and welcome to the 2026 Second Quarter Conference Call for National MI. I’m John Swenson, Vice President of Investor Relations and Treasury. Joining us on the call today are Brad Shuster, Executive Chairman; Adam Pollitzer, President and Chief Executive Officer; and Aurora Swithenbank, Chief Financial Officer.

Financial results for the quarter were released after the close today. The press release may be accessed on NMI’s website located at nationalmi.com under the Investors tab. During the course of this call, we may make comments about our expectations for the future. Actual results could differ materially from those contained in these forward-looking statements. Additional information about the factors that could cause actual results or trends to differ materially from those discussed on the call can be found on our website or through our filings with the SEC. If and to the extent the company makes forward-looking statements, we do not undertake any obligation to update those statements in the future in light

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