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Industry top-down

Insurance - Property & Casualty

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

23 companiesMedian revenue YoY: +6.7%EPS beat rate:

AI industry top-down

The Property and Casualty (P&C) insurance industry is experiencing mixed results. While many companies reported revenue growth, EPS declined for a substantial number of them. However, some firms like PLMR, HCI, HMN, and KMPR delivered robust performance, achieving both high revenue growth and significant EPS increases. Conversely, CINF and MKL saw their revenues decrease, and companies such as CB and ALL experienced sharp drops in EPS, underscoring significant disparities in individual company performance.

  • Most companies experienced revenue growth, but EPS declined.
  • Some companies achieved high double-digit revenue growth rates.
  • Some companies reported positive results with a significant increase in EPS.
Where companies diverge: Revenue growth rates varied significantly across companies. · EPS results were sharply divided, with some companies showing positive performance and others negative.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
CBChubb LtdFY2026 Q1$13.35B+3.6%$3.29-37.1%
PGRPROGRESSIVE CORP/OH/FY2026 Q1$20.41B+18.4%$4.37+10.9%
ALLALLSTATE CORPFY2026 Q1$16.45B+7.8%$2.11-52.7%
ALL-PHALLSTATE CORPFY2026 Q1$16.45B+7.8%$2.11-52.7%
CINFCINCINNATI FINANCIAL CORPFY2026 Q1$2.57B-12.6%$-0.57
MKLMARKEL GROUP INC.FY2026 Q1$3.55B-20.6%$12.08-84.0%
LLOEWS CORPFY2026 Q1$846M+19.2%$1.74-15.1%
AIZASSURANT, INC.FY2026 Q1$3.07B+6.7%$2.83-36.7%
CNACNA FINANCIAL CORPFY2026 Q1$397M-2.5%$1.00-19.4%
AFGAMERICAN FINANCIAL GROUP INCFY2026 Q1$1.86B-2.6%$1.84-36.3%
ORIOLD REPUBLIC INTERNATIONAL CORPFY2026 Q1$2.11B+4.9%$0.98-14.8%
KNSLKinsale Capital Group, Inc.FY2026 Q1$423.4M+13.6%$3.83-9.7%
MCYMERCURY GENERAL CORPFY2026 Q1$1.39B+9.4%$-1.96
LMNDLemonade, Inc.FY2026 Q1$151.2M+27.0%$-0.86
HGTYHagerty, Inc.FY2022 Q3$252.32M$53.09
PLMRPalomar Holdings, Inc.FY2026 Q1$174.63M+47.3%$1.57+51.0%
HCIHCI Group, Inc.FY2026 Q1$216.43M+4.8%$5.35+40.4%
HMNHORACE MANN EDUCATORS CORP /DE/FY2026 Q1$416.4M+7.9%$0.92+43.8%
KMPRKEMPER CorpFY2026 Q1$1.19B+4.4%$1.54+40.0%
PRAPROASSURANCE CORPFY2026 Q1$272.08M-4.4%$-0.11
PRCHPorch Group, Inc.FY2026 Q1$84.55M+0.2%$0.07
ASICAtegrity Specialty Insurance Co HoldingsFY2026 Q1$83.12M$0.20
BOWBowhead Specialty Holdings Inc.FY2026 Q1$122.72M+35.3%$0.34+17.2%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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