| PGR |
Report |
Combined Ratio - P&C (%) |
BEAT |
pred ~90.7 vs. cons 91.9 |
MEDIUM |
| PGR |
Report |
Net Premiums Written ($B) |
MISS |
pred ~$21.9B vs. cons $22.2B |
MEDIUM |
| PGR |
Report |
Operating EPS ($) |
BEAT |
pred ~$3.85 vs. cons $3.65 |
MEDIUM |
| PGR |
Guide |
Combined Ratio target (FY 2026) |
UNCHANGED |
guide 'at or below 96%' reaffirmed vs. cons 89.1 |
MEDIUM |
| PGR |
Guide |
Robinson/Property growth (qualitative, Q3 2026 call) |
BETTER |
incrementally positive tone vs. muted expectations |
LOW |
| PGR |
Guide |
Growth posture / NPW trajectory |
UNCHANGED |
grow as fast as possible maintained vs. cons ~+4% YoY |
MEDIUM |
| PGR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| PGR |
Return |
5-day cumulative residual |
-1.0% (FADE) |
FADE — NPW miss triggers sell-side estimate cuts on growth line; CR beat partially offsets but does not hold |
MEDIUM |