| GL |
Report |
Operating EPS |
BEAT |
pred ~$3.75 vs. cons $3.69 |
MEDIUM |
| GL |
Report |
Life underwriting margin |
IN-LINE |
pred ~41.3% vs. cons 41.19% |
LOW |
| GL |
Report |
Health underwriting margin |
BEAT |
pred ~25.7% vs. cons 25.02% |
MEDIUM |
| GL |
Guide |
FY26 operating EPS |
UNCHANGED |
guide ~$15.40-$15.90 vs. cons $15.67 |
MEDIUM |
| GL |
Guide |
FY26 life underwriting margin |
UNCHANGED |
guide ~42%-45% vs. cons 43.64% |
MEDIUM |
| GL |
Guide |
FY26 health underwriting margin |
BETTER |
guide ~23%-27% vs. cons 24.72% |
MEDIUM |
| GL |
Guide |
AIL agent-count / Bermuda commentary (2H26 / 2027) |
UNKNOWN |
guide ~reiterate recovery/progress vs. cons UNVERIFIED |
LOW |
| GL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| GL |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — rich setup and a maintain guide imply modest multiple compression |
LOW |