| ACGL |
Report |
Operating EPS |
MISS |
pred ~$2.40 vs. cons $2.46 |
MEDIUM |
| ACGL |
Report |
Consolidated Combined Ratio |
MISS |
pred ~85.0% vs. cons 83.5% |
MEDIUM |
| ACGL |
Report |
Reinsurance Segment Net Premiums Written Growth (YoY) |
MISS |
pred ~-9% vs. cons -5% |
MEDIUM |
| ACGL |
Guide |
Insurance Segment Underwriting Expense Ratio |
BETTER |
guide ~37.5% vs. cons 38.5% (H2 2026) |
MEDIUM |
| ACGL |
Guide |
Reinsurance Net Premiums Written Growth |
LOWER |
guide ~-7% vs. cons -4% (Q3 2026) |
LOW |
| ACGL |
Guide |
Full-Year Operating ROE |
LOWER |
guide ~14% vs. cons 15% (FY2026) |
LOW |
| ACGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
MEDIUM |
| ACGL |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
Reinsurance property-cat softening into 6/1-7/1 renewals plus continued Iran/political-violence loss emergence and elevated H1 SCS activity (CINF's cat miss as a read-through) point to downward FY26/27 estimate revisions on both top-line (reinsurance NPW) and combined ratio; negative Earnings ESP and pre-print downward revisions suggest sell-side cuts extend for several days post-print rather than reverse, especially since expense-ratio normalization and buyback support are already largely priced in after the stock's ~20% run into the print, leaving more room for disappointment to compound than for a snap-back. |
LOW |