| ACGL |
Report |
Operating EPS |
BEAT |
pred ~$2.52 vs. cons $2.46 |
MEDIUM |
| ACGL |
Report |
Consolidated combined ratio |
BEAT |
pred ~82.8% vs. cons 84.0% |
MEDIUM |
| ACGL |
Report |
Reinsurance net premiums earned |
MISS |
pred ~$1.86B vs. cons $1.93B |
MEDIUM |
| ACGL |
Guide |
Reinsurance net premiums written growth |
LOWER |
guide ~-8% vs. cons -4% (2H 2026) |
HIGH |
| ACGL |
Guide |
Insurance underlying combined ratio |
BETTER |
guide ~91.5% vs. cons 92.0% (2H 2026) |
MEDIUM |
| ACGL |
Guide |
Share repurchases |
BETTER |
guide ~$3.2B vs. cons $2.8B (FY 2026) |
MEDIUM |
| ACGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| ACGL |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Day-5 residual ~+0.5% vs. day-1 ~+1.8%: favorable catastrophe experience, reserve development and buybacks support the initial beat, but weaker reinsurance premiums and July-renewal commentary imply lower 2027 earned-premium and EPS estimates. |
MEDIUM |