| CB |
Report |
Core operating EPS |
BEAT |
pred ~$7.08 vs. cons $6.72 |
MEDIUM |
| CB |
Report |
P&C current-accident-year combined ratio excluding catastrophes |
BEAT |
pred ~82.2% vs. cons 82.6% |
MEDIUM |
| CB |
Report |
Consolidated net premiums written |
MISS |
pred ~$14.78B vs. cons $14.98B |
MEDIUM |
| CB |
Guide |
Adjusted net investment income |
BETTER |
guide ~$1.87B vs. cons $1.84B (3Q26) |
MEDIUM |
| CB |
Guide |
North America large-account property pricing |
LOWER |
guide ~-30% rate change vs. cons ~-20% (2H26) |
HIGH |
| CB |
Guide |
Core operating effective tax rate |
UNCHANGED |
guide ~19.75% vs. cons 19.70% (FY26) |
HIGH |
| CB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| CB |
Return |
5-day cumulative residual |
+2.8% (FOLLOW-THROUGH) |
A ~$7.08 EPS result versus $6.72 consensus and an ~82.2% underlying combined ratio versus 82.6% should drive modest 2026-27 core-EPS revisions; the ~$14.78B premium result versus $14.98B is acceptable if explicitly tied to deliberate property shrinkage rather than broader demand weakness. |
MEDIUM |