Industry top-down
Insurance - Specialty
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
15 companiesMedian revenue YoY: +6.8%EPS beat rate: —
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| FNFFidelity National Financial, Inc. | FY2026 Q1 | $455M | +8.1% | $0.30 | -67.0% | — |
| AXSAXIS CAPITAL HOLDINGS LTD | FY2026 Q1 | $1.52B | +6.8% | $2.26 | -50.1% | — |
| FAFFirst American Financial Corp | FY2026 Q1 | $1.58B | +11.1% | $0.71 | +57.8% | — |
| ACTEnact Holdings, Inc. | FY2026 Q1 | $306.78M | +5.2% | $1.08 | +6.9% | — |
| ESNTEssent Group Ltd. | FY2026 Q1 | $317.56M | +6.4% | $1.69 | -0.6% | — |
| MTGMGIC INVESTMENT CORP | FY2026 Q1 | $306.23M | +4.0% | $0.75 | +17.2% | — |
| AGOASSURED GUARANTY LTD | FY2026 Q1 | $345M | +40.8% | $3.44 | +82.0% | — |
| NMIHNMI Holdings, Inc. | FY2026 Q1 | $173.25M | +10.9% | $1.28 | +18.5% | — |
| EIGEmployers Holdings, Inc. | FY2026 Q1 | $202.6M | -9.2% | $0.52 | -53.2% | — |
| AMSFAMERISAFE INC | FY2026 Q1 | $72.6M | -9.8% | $0.47 | -46.6% | — |
| ITICINVESTORS TITLE CO | FY2026 Q1 | $8.5M | +5.9% | $1.67 | -30.4% | — |
| MBIMBIA INC | FY2026 Q1 | $14M | +7.7% | $-1.28 | — | — |
| OSGOCTAVE SPECIALTY GROUP INC | FY2026 Q1 | $36.77M | +107.4% | $-1.21 | — | — |
| JRVRJames River Group Holdings, Inc. | FY2026 Q1 | $172.29M | -14.3% | $0.16 | -54.3% | — |
| AXS-PEAXIS CAPITAL HOLDINGS LTD | FY2026 Q1 | $1.52B | +6.8% | $2.26 | -50.1% | — |
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).