| CB |
Report |
Core Operating EPS (Q2 2026) |
BEAT |
pred ~$6.90 vs. cons $6.736 |
MEDIUM |
| CB |
Report |
P&C Combined Ratio (Q2 2026) |
BEAT |
pred ~85.5% vs. cons 85.84% |
MEDIUM |
| CB |
Report |
Adj. NII — P&C (Q2 2026) |
BEAT |
pred ~$1,845M total vs. guided $1,825-1,850M |
HIGH |
| CB |
Guide |
Q3 2026 Adj. NII (Q3 2026) |
BETTER |
guide ~$1.85-1.875B vs. extrapolated cons |
MEDIUM |
| CB |
Guide |
FY 2026 EPS qualitative (FY 2026) |
BETTER |
guide >$27.27 implied vs. cons $27.07 |
MEDIUM |
| CB |
Guide |
Property market tone (qualitative) |
UNCHANGED |
cautious/unchanged; deliberate shrinkage continues |
HIGH |
| CB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| CB |
Return |
5-day cumulative residual |
+2.5% (STABILIZE) |
STABILIZE — FY guide revisions provide a floor; pre-run limits follow-through ceiling |
MEDIUM |