| EG |
Report |
Operating EPS |
MISS |
pred ~$14.25 vs. cons $14.74 |
LOW |
| EG |
Report |
Gross written premium |
MISS |
pred ~$3.75B vs. cons $3.819B |
LOW |
| EG |
Report |
Underwriting margin |
MISS |
pred ~7.60% vs. cons 8.02% |
LOW |
| EG |
Guide |
Legacy combined ratio (FY2026) |
UNCHANGED |
guide >110% vs. cons UNVERIFIED |
LOW |
| EG |
Guide |
Buyback floor (2H26) |
UNCHANGED |
guide >=$300M per quarter vs. cons UNVERIFIED |
LOW |
| EG |
Guide |
Property-cat adequacy (2H26) |
UNCHANGED |
guide: adequate returns despite further pressure vs. cons UNVERIFIED |
LOW |
| EG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.5% |
— |
LOW |
| EG |
Return |
5-day cumulative residual |
-5.0% (FADE) |
FADE — weaker out-period earnings signal, partly cushioned by buybacks |
LOW |