Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key profitability metrics: GAAP EPS was $10.26 vs. $5.40 expected, and Total Revenues reached $12.15B vs. $10.99B expected. The outperformance was primarily driven by lower-than-anticipated catastrophe losses ($518M vs. $927M YoY) and substantial net favorable prior year reserve development of $578M. Additionally, net investment income grew 14% YoY to $883M (after-tax), reflecting higher yields. Book value per share rose to $158.81, beating the $152.29 consensus by 4.28%.
Financial report interval: 2026.03.30 - 2026.06.30
Preview: Travellers(TRV) predict that the Revenue is 10.75 B (-1.54%), Miss estimate;the EBIT is 2.82 B (+42.86%), Beat estimate;the EPS is 10.26 (+57.12%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
10.75B1.54%
10.99B0.61%
-0.24B2.15%
EBITExceed expectations
2.82B42.86%
1.50B24.01%
+1.32B66.87%
EPSExceed expectations
10.2657.12%
5.403117.26%
+4.856974.38%
Revenue
ActualEstimateUnit: USD
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EBIT
ActualEstimateUnit: USD
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Net income
ActualEstimateUnit: USD
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EPS
ActualEstimateUnit: USD
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