| ERIE |
Report |
Diluted EPS |
MISS |
pred ~$3.15 vs. cons UNVERIFIED |
LOW |
| ERIE |
Report |
Management-fee revenue |
MISS |
pred ~$847M vs. cons UNVERIFIED |
LOW |
| ERIE |
Report |
Exchange combined ratio |
MISS |
pred ~111% vs. cons UNVERIFIED |
LOW |
| ERIE |
Guide |
DWP / management-fee growth (Q3 2026) |
LOWER |
guide ~low-single-digit growth vs. cons UNVERIFIED |
LOW |
| ERIE |
Guide |
Profitability / product rollout (H2 2026) |
UNCHANGED |
guide: continued rollout, no numerical range vs. cons UNVERIFIED |
LOW |
| ERIE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-7.5% |
— |
LOW |
| ERIE |
Return |
5-day cumulative residual |
-9.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — forward growth concern drives estimate pressure |
LOW |