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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Cincinnati Financial (CINF) is 7/10.
Cincinnati Financial surged back from last year's Q1 wildfire loss with non-GAAP operating income of $330 million versus a $37 million operating loss a year ago, as the combined ratio improved 17.7 points to 95.6% with an impressive 87.5% accident year ex-cat ratio. Consolidated NWP grew 7%, including a favorable 2% effect from net reinstatement premiums recorded in the prior year, with continued segment diversification. Investment income grew 14% on strong operating cash flow deployment, though commercial pricing softening and social inflation remained ongoing headwinds.
Scored from Cincinnati Financial’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.54B | -24.4% | $2.57 | -65.7% | 18.9% | 16.0% |
| FY2025 Q1 | $2.57B | -12.6% | $-0.58 | -112.1% | -5.0% | -3.5% |
| FY2025 Q2 | $3.25B | +27.7% | $4.34 | +119.2% | 26.3% | 21.1% |
| FY2025 Q3 | $3.73B | +12.2% | $7.11 | +36.7% | 37.9% | 30.1% |
| FY2025 Q4 | $3.09B | +21.8% | $4.30 | +67.3% | 27.2% | 21.9% |
| FY2026 Q1 | $2.86B | +11.6% | $1.75 | +401.7% | 11.4% | 9.6% |
| FY2026 Q2 | $4.27B | +31.6% | $8.05 | +85.5% | 37.0% | 29.4% |
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