Q2 FY2026 EarningsQ2 FY26 beat consensus on both top and bottom lines: revenue $1,387M vs. $1,367M expected, and GAAP EPS $2.11 vs. $1.76 expected. Strong investment income growth of 18% YoY and the absence of prior-year casualty reserve development drove the earnings beat. Management raised full-year after-tax net investment income guidance to $480M while narrowing the GAAP combined ratio target to 96.5%–97.5%.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Selective Insurance(SIGI) the Revenue is 1.387 B (+4.55%), Beat estimate;the EPS is 2.11 (+55.15%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.39B4.55%
1.37B3.07%
+0.02B1.48%
EPSExceed expectations
2.1155.15%
1.763329.66%
+0.346725.49%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf