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.
AI industry top-down
The specialty insurance industry maintained an overall favorable revenue trend in FY2026 Q1, posting median revenue growth of 6.84%. AGO and OSG recorded strong double-digit revenue growth, while FAF and NMIH showed solid growth in both revenue and EPS. However, some companies showed mixed results, with EPS declining despite revenue growth, and companies like EIG, AMSF, and JRVR experienced declines in both revenue and EPS, indicating significant performance disparities among companies.
- Most companies maintain YoY revenue growth (median 6.84%)
- Some companies show high growth in both revenue and EPS (AGO, FAF, NMIH)
- Despite revenue growth, EPS shows mixed trends (e.g., FNF, AXS)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
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).