| ACGL |
Report |
Operating EPS |
MISS |
pred ~$2.36 vs. cons $2.46 |
MEDIUM |
| ACGL |
Report |
Consolidated combined ratio |
MISS |
pred ~87.1% vs. cons 85.8% |
MEDIUM |
| ACGL |
Report |
Net investment income |
IN-LINE |
pred ~$415M vs. cons $417M |
MEDIUM |
| ACGL |
Guide |
Implied 3Q26 operating EPS outlook / Street revision |
LOWER |
guide ~$1.70 vs. cons $1.83 (3Q26) |
MEDIUM |
| ACGL |
Guide |
Underlying consolidated combined-ratio outlook |
LOWER |
guide ~84.5% vs. cons 83.5% (2H26) |
MEDIUM |
| ACGL |
Guide |
Share-repurchase pace |
BETTER |
guide ~$1.4B vs. cons $1.2B (2H26) |
MEDIUM |
| ACGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.8% |
— |
MEDIUM |
| ACGL |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
A ~$2.36 versus $2.46 EPS miss, a ~87.1% versus 85.8% combined-ratio miss, and softer property-cat renewal commentary should drive 3Q26 EPS math toward ~$1.70 versus $1.83 consensus. Buybacks cushion valuation but do not fully offset negative out-period underwriting and margin revisions. |
MEDIUM |