Assured Guaranty Ltd. (AGO) Revenue History
Annual and quarterly revenue from 2003 to present
AGO Revenue Over Time (2003–2025)
AGO Revenue Growth History
11 of 22 years with positive growth- FY2003 revenue growth
- N/A
- FY2004 revenue growth
- -32.1%
- FY2005 revenue growth
- -15.3%
- FY2006 revenue growth
- +9.3%
- FY2007 revenue growth
- -193.6%
- FY2008 revenue growth
- +283.4%
- FY2009 revenue growth
- +65.8%
- FY2010 revenue growth
- +73.0%
- FY2011 revenue growth
- +22.9%
- FY2012 revenue growth
- -60.9%
- FY2013 revenue growth
- +65.4%
- FY2014 revenue growth
- +37.8%
- FY2015 revenue growth
- +12.4%
- FY2016 revenue growth
- -29.4%
- FY2017 revenue growth
- +19.6%
- FY2018 revenue growth
- -40.2%
- FY2019 revenue growth
- -6.4%
- FY2020 revenue growth
- +17.3%
- FY2021 revenue growth
- -35.6%
- FY2022 revenue growth
- -2.0%
- FY2023 revenue growth
- +48.4%
- FY2024 revenue growth
- -19.8%
- FY2025 revenue growth
- -3.2%
| Quarter | Revenue | YoY |
|---|---|---|
| Q1 2026 | $261.0M | -19.7% |
| Q4 2025 | $213.0M | +40.1% |
| Q3 2025 | $199.0M | -21.0% |
| Q2 2025 | $278.0M | +43.3% |
| Q1 2025 | $325.0M | +43.8% |
| Q4 2024 | $152.0M | -46.1% |
| Q3 2024 | $252.0M | +63.6% |
| Q2 2024 | $194.0M | -45.7% |
Multi-year avg. share of annual revenue by fiscal quarter
Revenue Breakdown (FY 2025)
AGO's revenue distribution by segment and geography for fiscal year 2025
By Product/Segment
By Geography
AGO Revenue Analysis (2003–2025)
Current Revenue & Growth
As of June 23, 2026, Assured Guaranty Ltd. (AGO) generated trailing twelve-month (TTM) revenue of $951.0 million, reflecting significant decline in growth of -19.7% year-over-year. The most recent quarter (Q1 2026) recorded $261.0 million in revenue, up 22.5% sequentially.
Historical Growth Trajectory
AGO's 5-year compound annual growth rate (CAGR) stands at -6.2%, indicating revenue contraction over this period. The 3-year CAGR of +4.8% exceeds the 5-year average, indicating an acceleration in the most recent period. Assured Guaranty Ltd.'s highest annual revenue of $1.96 billion was recorded in 2015.
Revenue by Segment
AGO's revenue is primarily driven by Insurance Segment (97%), and Asset Management Segment (3%). With over half of revenue concentrated in Insurance Segment, the company has a focused business model while developing other growth vectors.
Peer Comparison
Compared to Financial Services sector peers — including MBI (+109.3% YoY), AGM, and RDN (+9.5% YoY) — AGO has underperformed the peer group in revenue growth. Compare AGO vs MBI →
AGO Revenue vs Peers
Revenue metrics vs comparable public companies
| Company | TTM Revenue | YoY Growth | 5Y CAGR | Op. Margin | Compare |
|---|---|---|---|---|---|
| AGOCurrent | $951M | -19.7% | -6.2% | 84.0% | |
 MBI | $80M | +109.3% | -22.3% | -226.3% | |
 AGM | $1.3B | - | - | 19.4% | |
 RDN | $1.2B | +9.5% | -2.8% | 61.2% | |
 MTG | $1.2B | -1.2% | +0.2% | 76.5% | |
 ESNT | $1.3B | -0.9% | +5.7% | 65.2% |
AGO Historical Revenue Data (2003–2025)
| Year | Revenue | YoY % | Gross Profit | Gross Margin | Op. Income | Op. Margin |
|---|---|---|---|---|---|---|
| 2025 | $788.0M | -3.2% | $732.0M | 92.9% | $662.0M | 84.0% |
| 2024 | $814.0M | -19.8% | $820.0M | 100.7% | $488.0M | 60.0% |
| 2023 | $1.01B | +48.4% | $840.0M | 82.8% | $668.0M | 65.8% |
| 2022 | $684.0M | -2.0% | $654.0M | 95.6% | $148.0M | 21.6% |
| 2021 | $698.0M | -35.6% | $904.0M | 129.5% | $477.0M | 68.3% |
| 2020 | $1.08B | +17.3% | $865.0M | 79.8% | $413.0M | 38.1% |
| 2019 | $924.0M | -6.4% | $813.0M | 88.0% | $464.0M | 50.2% |
| 2018 | $987.0M | -40.2% | $907.0M | 91.9% | $580.0M | 58.8% |
| 2017 | $1.65B | +19.6% | $1.24B | 75.3% | $991.0M | 60.0% |
| 2016 | $1.38B | -29.4% | $1.07B | 77.3% | $1.02B | 73.7% |
| 2015 | $1.96B | +12.4% | $1.51B | 77.3% | $1.43B | 73.2% |
| 2014 | $1.74B | +37.8% | $1.59B | 91.3% | $1.53B | 88.0% |
| 2013 | $1.26B | +65.4% | $1.10B | 86.8% | $1.14B | 90.5% |
| 2012 | $763.0M | -60.9% | $245.0M | 32.1% | $132.0M | 17.3% |
| 2011 | $1.95B | +22.9% | $1.49B | 76.2% | $1.03B | 52.7% |
Intrinsic Valuation
DCF models, multiple analysis, and analyst estimates.
Historical Returns
23+ years return with dividends reinvested.
DCA Calculator
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Peer Comparison
Compare growth, multiples, and margins vs sector.
AGO — Frequently Asked Questions
Quick answers to the most common questions about buying AGO stock.
Is AGO's revenue growth accelerating or slowing?
AGO revenue is declining -19.7% year-over-year. TTM revenue fell to $951M, contrasting with the 5-year CAGR of -6.2%. The reversal reflects either macro headwinds or company-specific challenges.
What is AGO's revenue history from 2003 to 2026?
Assured Guaranty Ltd. (AGO) revenue history spans 2003 to 2026. TTM revenue as of 2026 is $951M, growing at -19.7% YoY. The 5-year CAGR is -6.2%. Complete annual and quarterly revenue figures are available on this page, including gross profit, operating income, and margin trends.
What is AGO's long-term revenue growth rate (CAGR)?
Assured Guaranty Ltd.'s 5-year revenue CAGR of -6.2% reflects the variable nature of its business expansion. As of 2026, the current YoY growth rate of -19.7% is below this long-term average. CAGR is the most reliable measure of sustained revenue momentum for AGO.
Why does AGO's quarterly revenue fluctuate?
AGO quarterly revenue can fluctuate significantly between periods. A quarter-over-quarter (QoQ) change does not always indicate a trend; comparing the same quarter year-over-year (YoY) is a more reliable signal for underlying growth. Assured Guaranty Ltd.'s revenue data from 2003 to 2026 shows full historical quarterly detail on this page.
How is AGO's revenue distributed by segment?
AGO reports revenue broken down by product line and geographic region. The segment breakdown on this page shows which business units contribute the most to total revenue as of the latest fiscal year. Concentration in a single segment above 50% indicates category dependence, while a diversified mix signals more resilient revenue streams.
How does AGO's revenue compare to industry peers?
Assured Guaranty Ltd. (AGO) with TTM revenue of $951M and -19.7% YoY growth can be benchmarked against sector peers using the comparison table on this page. Revenue growth relative to peers indicates market share gains or losses. The peer section shows TTM revenue, YoY growth, and operating margin for direct comparisons.