| TRV |
Report |
Core EPS |
BEAT |
pred ~$5.90 vs. cons $5.33 |
MEDIUM |
| TRV |
Report |
Underlying combined ratio |
BEAT |
pred ~85.3% vs. cons ~86.5% (lower=better) |
HIGH |
| TRV |
Report |
Catastrophe losses (pre-tax) |
BEAT |
pred ~$1.2B vs. cons ~$1.6B (lower=better/earnings beat) |
MEDIUM |
| TRV |
Guide |
Fixed-income NII (after-tax, Q2/run-rate) |
BETTER |
guide ~$815M vs. cons ~$800M (Q2 2026, rising into 2H) |
MEDIUM |
| TRV |
Guide |
Business Insurance renewal premium change (pricing) |
LOWER |
guide ~6.5% vs. ~8% prior/cons ~7.5% (Q2 2026 RPC ex-property decelerating) |
MEDIUM |
| TRV |
Guide |
Full-year expense ratio |
UNCHANGED |
guide ~28.5% vs. cons ~28.5% (FY2026) |
MEDIUM |
| TRV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| TRV |
Return |
5-day cumulative residual |
-0.5% (FADE) |
Likely a clean EPS/underlying beat on a light-cat quarter should lift shares day 1, but with the stock +17% off June lows near all-time highs and decelerating pricing (RPC softening, property pricing only slightly positive), the out-period math implies estimate cuts on forward margin/growth. Sell-the-news plus soft pricing commentary pulls the initial pop back toward flat over the week. |
MEDIUM |