| EG |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$15.50 vs. cons $14.74 (VA, Jul 29) |
MEDIUM |
| EG |
Report |
Combined Ratio (Q2 2026) |
IN-LINE |
pred ~92.8% vs. cons 91.98% (VA, Jul 29) |
MEDIUM |
| EG |
Report |
Net Premium Written (Q2 2026) |
MISS |
pred ~$3.25B vs. cons $3.367B (VA, Jul 29) |
MEDIUM |
| EG |
Guide |
FY2026 Operating EPS (implied FY) |
BETTER |
guide ~$53-55 implied vs. cons $51.50 (VA, Jul 29) |
MEDIUM |
| EG |
Guide |
Baltimore Bridge Reserve (Q2 2026) |
LOWER |
~$25-35M incremental PYD vs. cons $0 (not in consensus) |
MEDIUM |
| EG |
Guide |
Buyback Floor / Capital Return (Q3 2026) |
BETTER |
reaffirm $300M/qtr floor; possible augmentation commentary |
HIGH |
| EG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| EG |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — beat is real but modest; property cat headwind known; capital return story provides floor; slight fade as sell-side models H2 math |
MEDIUM |