| CB |
Report |
Core operating EPS |
BEAT |
pred ~$6.85 vs. cons $6.72 |
MEDIUM |
| CB |
Report |
P&C combined ratio |
BEAT |
pred ~85.0% vs. cons 85.9% |
MEDIUM |
| CB |
Report |
Consolidated net premiums written |
IN-LINE |
pred ~$14.86B vs. cons $14.98B |
MEDIUM |
| CB |
Guide |
Adjusted net investment income |
LOWER |
guide ~$1.86B vs. cons $1.87B (2026Q3) |
MEDIUM |
| CB |
Guide |
P&C net-premium growth commentary |
LOWER |
guide ~4.5% vs. cons 5.5% (2026H2) |
MEDIUM |
| CB |
Guide |
Core operating effective tax rate |
UNCHANGED |
guide ~19.75% vs. cons 19.70% (FY2026) |
HIGH |
| CB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| CB |
Return |
5-day cumulative residual |
-0.6% (FADE) |
Day-5 residual ~-0.6% vs. day-1 residual ~+0.8%; an initial EPS and combined-ratio beat fades as softer large-account property volume and slightly lower investment-income guidance pull out-period estimates down. |
LOW |