| GL |
Report |
Net Operating EPS (Q2 2026) |
BEAT |
pred ~$3.75 vs. cons $3.695 |
MEDIUM |
| GL |
Report |
Health Underwriting Margin % (Q2 2026) |
BEAT |
pred ~25.8% vs. cons 25.0% |
MEDIUM |
| GL |
Report |
Life Underwriting Margin % (Q2 2026) |
IN-LINE |
pred ~41.5% vs. cons 41.2% |
HIGH |
| GL |
Guide |
Net Operating EPS (FY 2026) |
BETTER |
guide ~$15.75 mid vs. cons $15.67 |
MEDIUM |
| GL |
Guide |
Health Underwriting Margin (FY 2026) |
UNCHANGED |
reaffirm 23%-27%; tone more confident vs. cons 24.7% |
HIGH |
| GL |
Guide |
American Income Agent Count (qualitative) |
UNKNOWN |
early positive signs from Q2 comp fix; H2 recovery on track |
LOW |
| GL |
Guide |
Bermuda Entity Update (qualitative) |
UNKNOWN |
reciprocal jurisdiction confirmed; 2027 cash flow detail provided |
LOW |
| GL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| GL |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE - modest sell-the-news on high run-up; small raise absorbed quickly; agent count uncertainty keeps a lid on re-rating |
MEDIUM |