| GL |
Report |
2Q26 net operating EPS |
BEAT |
pred ~$3.80 vs. cons $3.74 |
MEDIUM |
| GL |
Report |
Health underwriting margin |
BEAT |
pred ~$114M (25.4% of premium) vs. cons $111M (25.0% of premium) |
MEDIUM |
| GL |
Report |
American Income average producing-agent count |
MISS |
pred ~10,950 vs. cons 11,100 |
MEDIUM |
| GL |
Guide |
FY26 net operating EPS guidance |
UNCHANGED |
guide ~$15.65 vs. cons $15.65 (FY26) |
MEDIUM |
| GL |
Guide |
FY26 share-repurchase guidance |
UNCHANGED |
guide ~$585M vs. cons $585M (FY26) |
HIGH |
| GL |
Guide |
3Q26 life-assumption-update pre-tax benefit |
UNCHANGED |
guide ~$90M vs. cons $90M (3Q26) |
MEDIUM |
| GL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| GL |
Return |
5-day cumulative residual |
+0.5% (FADE) |
An EPS and health-margin beat should initially outweigh the still-weak American Income field-force metric, but unchanged FY26 EPS, buyback, and 3Q assumption-update guidance leave little incremental out-period upside. Revisions should remain restrained as investors focus on whether agent-count stabilization arrives in 2H26. |
MEDIUM |