TRUPANION, INC. (TRUP) FY2025 10-K Annual Report

Filed: Feb 13, 2026
Financials
Hospital & Medical Service PlansSEC EDGAR

TRUPANION, INC. (TRUP) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 13, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

TRUPANION, INC. FY2025 10-K Analysis

Business Overview

  • Core business model: vertically-integrated medical insurance for cats and dogs with data-driven, subscription-based pricing personalized to each pet
  • New emphasis on "Powered by Trupanion" third-party marketed products and expansion of low/medium revenue products Furkin and PHI Direct in Canada
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Management Discussion & Analysis

  • Revenue $1.0B subscription segment, with monthly average revenue per pet $80.79 in 2025 vs $72.98 in 2024
  • Subscription cost of paying veterinary invoices 70.5% of subscription revenue in 2025 vs 72.5% in 2024
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Risk Factors

  • Regulatory risk: potential disallowance or delay of subscription price increases by state insurance regulators impacting revenue
  • Macroeconomic threat: inflation and rising interest rates potentially reducing consumer ability or willingness to pay for subscriptions
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TRUPANION, INC. FY2025 Key Financial Metrics
XBRL

Revenue

$1.4B

+11.9% YoY

Net Income

$19M

+301.7% YoY

Operating Margin

1.0%

+170bp YoY

Net Margin

1.4%

+210bp YoY

ROE

5.1%

+804bp YoY

Total Assets

$915M

+13.4% YoY

EPS (Diluted)

$0.45

+295.7% YoY

Operating Cash Flow

$89M

+85.3% YoY

Source: XBRL data from TRUPANION, INC. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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