| EG |
Report |
Q2 2026 operating EPS |
BEAT |
pred ~$16.85 vs. cons $14.52 |
MEDIUM |
| EG |
Report |
Q2 2026 group combined ratio |
BEAT |
pred ~89.8% vs. cons 91.3% |
MEDIUM |
| EG |
Report |
Q2 2026 Global Wholesale & Specialty attritional combined ratio |
IN-LINE |
pred ~92.4% vs. cons 92.7% |
MEDIUM |
| EG |
Guide |
Total share repurchases |
BETTER |
guide ~$1.30B vs. cons $1.20B (FY2026) |
MEDIUM |
| EG |
Guide |
Treaty Reinsurance gross written premium growth |
LOWER |
guide ~-8% vs. cons -5% (2H 2026) |
MEDIUM |
| EG |
Guide |
Global Wholesale & Specialty attritional combined ratio |
UNCHANGED |
guide ~92.3% vs. cons 92.5% (2H 2026) |
LOW |
| EG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
MEDIUM |
| EG |
Return |
5-day cumulative residual |
+0.2% (FADE) |
5-day residual ~+0.2% vs. day-1 residual +1.6%: a low-catastrophe EPS beat and stronger capital return support the initial move, but softer midyear reinsurance pricing and deliberate casualty-volume reductions imply limited out-period revenue upside and modest 2027 estimate cuts after the print. |
MEDIUM |