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Reporting soon: earnings call Wednesday, Oct 28
A pre-earnings brief is ready for EG: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dave Motemaden | Evercore ISI | 14 questions · 7% challenging |
| Meyer Shields | KBW | 14 questions · 0% challenging |
| Alex Scott | Barclays | 14 questions · 21% challenging |
| Josh Shanker | Bank of America | 13 questions · 38% challenging |
| Mike Zaremski | BMO Capital Markets | 12 questions · 8% challenging |
| Elyse Greenspan | Wells Fargo | 12 questions · 8% challenging |
| Greg Peters | Raymond James | 12 questions · 17% challenging |
| Brian Meredith | UBS | 12 questions · 8% challenging |
| Andrew Andersen | Jefferies | 10 questions · 0% challenging |
| Tracy Benguigui | Wolfe Research | 8 questions · 38% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 3 analysts | 16 questions · 6% challenging |
| Evercore ISI | 1 analyst | 14 questions · 7% challenging |
| KBW | 1 analyst | 14 questions · 0% challenging |
| Barclays | 1 analyst | 14 questions · 21% challenging |
| Bank of America | 1 analyst | 13 questions · 38% challenging |
| UBS | 1 analyst | 12 questions · 8% challenging |
| BMO Capital Markets | 1 analyst | 12 questions · 8% challenging |
| Raymond James | 1 analyst | 12 questions · 17% challenging |
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Everest reported Q1 2026 operating EPS of $16.08 with a 91.2% combined ratio, a significant improvement from the prior year despite an 18.5% decline in gross written premiums in constant dollars. The portfolio transformation continued with the hostile U.S. tort environment forcing further casualty pullback, while treaty reinsurance delivered strong underwriting results. Management raised the quarterly buyback floor from $200M to $300M but provided no forward earnings guidance.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin |
|---|---|---|---|---|---|
| FY2024 Q4 | $4.64B | +26.7% | $-13.96 | -175.3% | -12.8% |
| FY2025 Q1 | $4.26B | +3.1% | $4.90 | -71.0% | 4.9% |
| FY2025 Q2 | $4.49B | +6.2% | $16.10 | -3.6% | 15.1% |
| FY2025 Q3 | $4.32B | +0.8% | $6.09 | -48.4% | 5.9% |
| FY2025 Q4 | $4.42B | -4.6% | $10.77 | +177.1% | 10.1% |
| FY2026 Q1Selected | $4.07B | -4.6% | $16.21 | +230.8% | 16.1% |
| FY2026 Q2 | $3.96B | -11.8% | $14.22 | -11.7% | 14.1% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Capital Allocation | Pricing | Competitive Dynamics | Credit | Margin | Guidance Reliability | Revenue Growth | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 9 | 2 | 4 | 3 | 1 | 4 |
| 2025Q1 | 4 | 8 | 6 | 5 | 4 | 3 | 3 | 1 |
| 2025Q2 | 6 | 7 | 5 | 6 | 8 | 3 | 1 | |
| 2025Q3 | 10 | 3 | 4 | 10 | 4 | 5 | 1 | 1 |
| 2025Q4 | 7 | 5 | 4 | 4 | 6 | 6 | 3 | |
| 2026Q1 | 5 | 8 | 5 | 4 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capital Allocation | 4 | 4 | 6 | 10 | 7 | 5 |
| Pricing | 3 | 8 | 7 | 3 | 5 | 8 |
| Competitive Dynamics | 9 | 6 | 5 | 4 | 4 | 5 |
| Credit | 2 | 5 | 6 | 10 | 4 | 4 |
| Margin | 4 | 4 | 8 | 4 | 6 | 4 |
| Guidance Reliability | 3 | 3 | 5 | 6 | ||
| Revenue Growth | 1 | 3 | 3 | 1 | 3 | |
| Macroeconomic | 4 | 1 | 1 | 1 | 2 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Everest reported Q1 2026 operating EPS of $16.08 with a 91.2% combined ratio, a significant improvement from the prior year despite an 18.5% decline in gross written premiums in constant dollars.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY -4.01% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Everest Group (EG), FY2026 Q1: 4/10. Scores: Everest Group’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: EG daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What EG said about other companies on its FY2026 Q1 call, and what other companies said about EG on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Everybody knows it's a renewal rights deal on business that we really like and complements our own portfolio.”
AIG's renewal-rights deal for Everest's commercial book is converting with strong retention; positive signal as AIG absorbs the portfolio and hires Everest talent.
“Meanwhile, the transition of our retail business to AIG is progressing as planned, and we continue to expect meaningful capital release from this transaction to become visible in the back half of 2026.”
Everest is transitioning (selling the renewal rights of) its commercial retail insurance book to AIG, expanding AIG's primary retail footprint.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| EGEverest Group | 4 | -4.0% | Everest reported Q1 2026 operating EPS of $16.08 with a 91.2% combined ratio, a significant improvement from the prior year despite an 18.5% decline in gross written premiums in constant dollars | |
| ACGLArch Capital Group | 3 | -5.0% | Arch Capital opened 2026 with operating EPS of $2.50 and a 15.4% annualized return on equity as an increasingly competitive market drove Insurance gross premiums written up only 2% and Reinsurance down 2.3% | |
| AFLAflac | 6 | +25.0% | Aflac delivered adjusted EPS growth of 6.6% ex-FX to $1.77 as Japan sales surged 25.5% driven by new product momentum and cancer insurance demand, while U.S | |
| AFRMAffirm Holdings, Inc. | 10 | +32.6% | Affirm posted GAAP revenue up 32.64% year over year in a quarter Max called another one for the record books, with GAAP EPS of $0.30 and operating income swinging to $202.2M from an $8.4M loss a year earlier, evidencing powerful operating leverage (left GAAP EPS YoY undefined given the near-zero prior-year base) | |
| AIGAmerican International Group | 6 | -1.8% | Net Premiums Written Surge 18% on Everest/Reinsurance | |
| AIZAssurant | 8 | +11.3% | Assurant delivered its strongest first quarter on record, with total revenue up 11% and adjusted EBITDA up 6% and adjusted EPS up 9%, both excluding reportable catastrophes | |
| AJGArthur J. Gallagher & Co. | 6 | +27.6% | AssuredPartners Integration Tracking to Plan | |
| ALLAllstate | 7 | +4.2% | Allstate delivered Q1 revenue of $16.9 billion up 3% with adjusted EPS of $10.65 as the underlying combined ratio improved 2.8 points to 80.3% and the recorded combined ratio reached 82% with underwriting income of $2.7 billion | |
| AMPAmeriprise Financial | 8 | +9.0% | Record EPS of $11.26 with ROE exceeding 54% | |
| AONAon | 7 | +6.5% | Broad-Based Commercial Risk Growth at 7% | |
| APOApollo Global Management | 6 | -11.1% | GAAP Revenue Decline from Investment Returns | |
| ARESAres Management Corporation | 9 | +40.8% | Ares started fiscal 2026 with record fundraising momentum and management fees growing 22% on 40.8% revenue growth | |
| AXPAmerican Express Company | 8 | +10.3% | Record card member spending growth | |
| BACBank of America | 7 | +7.0% | Bank of America started FY2026 with revenue up 7%, record EPS, and 290 basis points of operating leverage as NII reached $15.9 billion, up 9% year-over-year | |
| BENFranklin Resources | 8 | +8.7% | Long-term net inflows of $16.9B with record gross sales across all regions | |
| BLKBlackRock | 9 | +26.9% | Revenue rose 27% year over year to $6.7 billion and as-adjusted earnings per share of $12.53 was 11% higher, as $130 billion of net inflows drove 8% organic base fee growth, BlackRock's seventh consecutive quarter at or above 5% | |
| BMNRBitmine Immersion Technologies, Inc. | 6 | +627.6% | Bitmine Immersion's fiscal 2026 second-quarter 10-Q shows a company now built around an Ethereum treasury and staking model, with total revenue rising to $11,041 from $1,517 almost entirely on newly initiated native staking income of $10,201, while legacy self-mining shrank to $219 and the machine-lease agreements expired unrenewed | |
| BNYBNY Mellon | 9 | +2.2% | BNY Mellon delivered record Q1 FY2026 revenue of $5.4 billion with 13% year-over-year growth and 833 basis points of positive operating leverage | |
| BRK-BBerkshire Hathaway | 7 | n/a | Berkshire's first-quarter 2026 operating earnings rose to 11,346 from 9,641 a year earlier, up 17.68% year over year, driven by a rebound in insurance underwriting and higher earnings across most operating units | |
| BROBrown & Brown | 6 | +37.3% | Brown & Brown delivered total revenue of $1.9 billion, up 35.4%, with the gain driven almost entirely by the Accession (Risk Strategies/One80) acquisition, which contributed roughly $445 million for the quarter, while organic revenue was flat year-over-year as catastrophe property rate declines of 15%-35% and a prior-year flood claims comparison weighed on growth | |
| BXBlackstone Inc. | 8 | +39.3% | AI Infrastructure Leadership Drives Returns | |
| CCitigroup | 8 | +7.0% | Citi delivered sharply higher revenues up 14% with EPS of $3.06 and a 13.1% RoTCE, well above expectations | |
| CBChubb Limited | 7 | +9.5% | Excellent P&C underwriting at 84% combined ratio | |
| CBOECboe Global Markets | 10 | +6.5% | Cboe Global Markets posted record net revenue of $729 million, up 29% year-over-year, with adjusted diluted EPS rising 48% to a record $3.70 (GAAP EPS was $3.66) | |
| CFGCitizens Financial Group | 8 | +4.5% | Citizens delivered Q1 EPS of $1.13 with a 12.2% RoTCE, posting record Q1 fees and over 700 basis points of operating leverage | |
| CINFCincinnati Financial | 7 | +11.6% | Non-GAAP operating income surges to $330M from Q1 loss | |
| CLSKCleanSpark, Inc. | 2 | -24.9% | CleanSpark's fiscal second quarter of 2026 saw revenue fall approximately 25% year-over-year to $136 million, directly attributable to a slide in the average Bitcoin price to roughly $76,000 from about $94,000 a year earlier, even though Bitcoin production declined only about 7% | |
| CMECME Group | 7 | +14.5% | Record Volume Across All Six Asset Classes | |
| COFCapital One | 6 | +44.2% | Consumer remains resilient despite Persian Gulf energy shock | |
| COINCoinbase Global | 1 | -30.5% | Coinbase reported a Q1 net loss of $394 million as total revenue declined 21% quarter-over-quarter amid a broad crypto market downturn that crushed transaction revenue across all segments | |
| CRCLCircle Internet Group | 7 | +20.0% | Circle's first quarter of 2026 showed decelerating headline growth, with total revenue and reserve income of $694 million, up 20% year over year, as USDC circulation held around $77 billion (up 28% year over year but roughly flat sequentially) amid a roughly 45% drop in digital-asset markets from their October 2025 peak | |
| ERIEErie Indemnity | 6 | +2.3% | Earnings Growth Resumes with Operating Income Up 10% | |
| FACOFirst Acceptance Corporation | 5 | -5.4% | First Acceptance Corporation, a non-standard personal auto insurer reporting on OTC Markets' Alternative Reporting Standard, posted much stronger earnings on an optically weak revenue line | |
| FDSFactSet | 6 | +7.1% | FactSet delivered its fourth consecutive quarter of ASV growth acceleration at 6.7%, powered by double-digit Data Solutions growth across all firm types and rapid adoption of AI capabilities including the MCP Server with 120+ clients since December launch | |
| FIGRFigure Technology Solutions, Inc. Class A Common Stock | 9 | +201.4% | Figure Technology Solutions grew consumer loan marketplace volume over 110% year-over-year to approximately $2.9 billion, and adjusted net revenue rose 92% to $167 million with an adjusted EBITDA margin of 50%, versus 33% a year earlier | |
| FITBFifth Third Bancorp | 7 | +25.8% | Fifth Third closed the largest acquisition in its history on February 1, and the Comerica addition drove revenue to $2.9 billion, up 33% year-over-year, with adjusted net income of $734 million, up 38% | |
| GLGlobe Life | 8 | +5.3% | AI strategy articulated for enterprise-wide margin expansion | |
| GSThe Goldman Sachs Group, Inc. | 7 | +13.9% | Record Global Banking & Markets revenues | |
| HBANHuntington Bancshares | 7 | +26.3% | Huntington delivered an outstanding first quarter, with GAAP EPS of $0.25 and adjusted EPS of $0.37, up 9% year-over-year excluding acquisition-related expenses and other notable items | |
| HIGHartford (The) | 6 | +6.1% | The Hartford opened 2026 with core earnings of $866 million, or $3.09 per diluted share, and a trailing 12-month core earnings ROE of 20.3% | |
| HOODRobinhood Markets, Inc. | 8 | +15.1% | Gold Ecosystem Drives Multi-Product Adoption | |
| IBKRInteractive Brokers Group | 8 | +16.9% | Record Commission and Net Revenue | |
| ICEIntercontinental Exchange | 9 | +13.5% | ICE delivered record Q1 net revenues of $3 billion, up 18%, with adjusted EPS of $2.35 surging 37% year-over-year as record exchange volumes spanned all asset classes and the global energy franchise underwent structural repricing | |
| IRENIREN Limited | 6 | -0.0% | IREN's March-quarter revenue was roughly flat year over year at $144.8 million, as Bitcoin mining revenue fell to $111.2 million (from $167.4 million) while AI cloud services revenue nearly doubled to $33.6 million | |
| IVZInvesco | 8 | +14.1% | 11th consecutive quarter of net inflows with $21.8B | |
| JPMJPMorgan Chase & Co. | 6 | +6.9% | JPMorgan reported Q1 revenue of $50.5 billion, up 10% year-on-year, with EPS of $5.94 and an ROTCE of 23% | |
| KEYKeyCorp | 9 | +1.1% | KeyCorp delivered Q1 2026 EPS of $0.44, up 33% year-over-year, with revenue growing 10% and ROTCE exceeding 13% as NIM expanded to 2.87% on track for the 3%+ year-end target | |
| KKRKKR | 7 | +31.0% | Record Fee-Related Earnings and Management Fees | |
| KLARKlarna Group plc | 8 | +51.3% | Klarna's first quarter of 2026 marked a clean profitability inflection | |
| KMPRKemper Corporation | 2 | -6.8% | California Personal Auto Remains Primary Headwind | |
| LLoews Corporation | 5 | +2.6% | CNA reserve charge and higher underlying loss ratio drive earnings decline | |
| LMNDLemonade, Inc. | 9 | +55.0% | Lemonade extended its growth acceleration streak to 10 consecutive quarters with IFP reaching $1.33 billion (+32% YoY), while the QS reinsurance transition propelled revenue up 71% to $258 million and gross profit up 159% to $100 million | |
| MAMastercard | 8 | +15.8% | Strong Revenue and Net Income Growth | |
| MARAMarathon Digital Holdings, Inc. | 2 | -18.4% | MARA reported first-quarter revenue of $174.6 million, down from $213.9 million a year earlier, as an 18% decline in Bitcoin's average price cut revenue by $33.1 million even as energized hashrate reached a record 72.2 exahash per second, up 33% | |
| MCOMoody's Corporation | 7 | +8.1% | Record Rated Issuance Driven by AI Infrastructure | |
| MCYMercury General Corporation | 8 | +10.5% | Mercury General's Q1 2026 demonstrated the underlying strength of the franchise with a combined ratio of 89.3% and net income of $190 million ($3.44 per share), a dramatic reversal from the prior-year Q1 net loss of $108 million during the wildfire catastrophe | |
| METMetLife | 7 | +4.4% | Broad-based adjusted earnings growth across all segments | |
| MRSHMarsh & McLennan Companies, Inc. | 6 | +7.6% | AI Strategy: Growth, Productivity, and Efficiency | |
| MSMorgan Stanley | 9 | +18.8% | Record Firm-Wide Revenues and Earnings | |
| MSCIMSCI | 8 | +14.1% | MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple dimensions | |
| MTBM&T Bank | 7 | +1.7% | M&T Bank delivered GAAP EPS of $4.13 with NIM expanding 2 basis points to 3.71% as fixed-rate asset repricing continued, while fee income grew 13% year-over-year with broad-based strength and C&I growth reached $1.5 billion driven by middle market utilization pickup | |
| NDAQNasdaq, Inc. | 8 | +2.3% | Nasdaq delivered net revenue of $1.4 billion with 13% growth as FinTech achieved record revenue with ACV bookings surging over 50% and 80% cloud-based, while Capital Markets Technology grew 20% with broad-based demand | |
| NTRSNorthern Trust | 9 | +7.8% | Northern Trust extended its positive operating leverage streak to seven consecutive quarters, posting record NII of $662 million, up 15% year-over-year, and EPS of $2.71, up 43% | |
| NUNu Holdings Ltd. | 8 | +53.4% | Nu Holdings delivered record quarterly revenue of $5 billion and its highest-ever first-quarter net income of $871 million, up 41% year-over-year on an FX-neutral basis, as the customer base surpassed 135 million | |
| PFGPrincipal Financial Group | 7 | -4.5% | Adjusted EPS growth of 13% above high end of target range | |
| PGRProgressive Corporation | 7 | +8.7% | Progressive delivered 8.7% revenue growth with extraordinary profitability, maintaining personal auto combined ratios below 90 in nine of the last ten quarters | |
| PNCPNC Financial Services | 8 | +12.7% | PNC delivered $4.13 per share with NIM expanding to 2.95%, on a clear path toward 3%+, as organic loan growth hit a three-year high | |
| PRUPrudential Financial | 7 | +6.3% | Retirement segment momentum with record annuity growth | |
| PYPLPayPal | 5 | +7.2% | PayPal reported Q1 revenue growth of 7% with TPV accelerating to 11%, as the new CEO launched a $1.5 billion cost savings program | |
| RFRegions Financial Corporation | 6 | +0.5% | Strong Earnings Growth with Peer-Leading Returns | |
| RIOTRiot Platforms, Inc. | 6 | +3.6% | Riot Platforms reported Q1 2026 revenue of $167 million (+3.61% YoY) and a net loss of $500 million ($1.44/share) driven by $326.7 million in Bitcoin MTM losses, while launching its data center segment with $33.2 million in revenue including $900,000 in operating lease income at 91% margin from the initial AMD delivery | |
| RJFRaymond James Financial | 7 | +12.4% | Record Quarterly Revenues of $3.86 Billion with 13% Year-Over-Year Growth | |
| ROOTRoot, Inc. | 8 | +12.6% | Root delivered its most profitable quarter ever with $36 million in net income and an annualized ROE of 47%, reversing the prior quarter's expectation of lower 2026 net income | |
| SCHWCharles Schwab Corporation | 9 | +9.8% | Record Client Growth Drives All-Time NNA Highs | |
| SOFISoFi Technologies, Inc. | 9 | +35.8% | SoFi accelerated into 2026, with first-quarter adjusted net revenue up 41% to $1.1 billion, ahead of expectations, and a Rule of 40 score of 72 | |
| SPGIS&P Global | 8 | +10.4% | S&P Global grew Q1 2026 revenue 10% (9% organic constant currency) with adjusted diluted EPS up 14% year-over-year, as Ratings demonstrated resilience amid macro volatility and Indices delivered double-digit growth across all product lines | |
| STTState Street Corporation | 9 | +2.2% | Record quarterly revenue of $3.8 billion grew 16% excluding notable items with fee revenue surging 15% and NII breaking out at 17% growth, as State Street achieved its ninth straight quarter of operating leverage | |
| SYFSynchrony Financial | 8 | +16.6% | Net interest income grew 4% to $4.6 billion with EPS of $2.27 growing 20% as record Q1 purchase volume was achieved with all five platforms growing or flat | |
| TFCTruist Financial | 6 | +0.4% | Truist delivered 25% EPS growth to $1.09 with 250 basis points of operating leverage, as investment banking produced its highest quarterly revenue since 2021 | |
| TROWT. Rowe Price | 6 | +5.3% | EPS up 13% YoY despite AUM decline | |
| TRVThe Travelers Companies, Inc. | 5 | +1.0% | Travelers delivered record underwriting income with a core ROE of 19.7%, generating $1.7 billion in core income as the combined ratio remained excellent at 88.6% despite elevated catastrophe activity | |
| USBU.S. Bancorp | 7 | +4.7% | U.S | |
| VVisa Inc. | 9 | +17.1% | Record net revenue growth momentum | |
| WFCWells Fargo | 6 | +7.3% | Wells Fargo delivered Q1 diluted EPS growth of 15% on revenue increasing 6% with broad-based growth across all segments, as loans exceeded $1 trillion and pre-tax pre-provision profit grew 14% | |
| WRBW. R. Berkley Corporation | 6 | +4.0% | Record Net Investment Income Drives Earnings Growth | |
| WTWWillis Towers Watson | 5 | +8.5% | Organic growth slows to 3% at low end of plan amid macro headwinds |
Everest reported Q1 2026 operating EPS of $16.08 with a 91.2% combined ratio, a significant improvement from the prior year despite an 18.5% decline in gross written premiums in constant dollars
Arch Capital opened 2026 with operating EPS of $2.50 and a 15.4% annualized return on equity as an increasingly competitive market drove Insurance gross premiums written up only 2% and Reinsurance down 2.3%
Aflac delivered adjusted EPS growth of 6.6% ex-FX to $1.77 as Japan sales surged 25.5% driven by new product momentum and cancer insurance demand, while U.S
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| EG | 6 | 5 | 6 | 6 | 3 | 4 |
| ACGL | 8 | 8 | 8 | 7 | 6 | 3 |
| AFL | 8 | 5 | 5 | 9 | 7 | 6 |
| AFRM | 9 | 9 | 9 | 10 | 9 | 10 |
| AIG | 7 | 8 | 7 | 6 | 7 | 6 |
| AIZ | 8 | 7 | 7 | 8 | 7 | 8 |
| AJG | 7 | 8 | 8 | 6 | 9 | 6 |
| ALL | 8 | 6 | 7 | 7 | 6 | 7 |
| AMP | 8 | 6 | 5 | 6 | 7 | 8 |
| AON | 8 | 6 | 6 | 7 | 8 | 7 |
| APO | 6 | 6 | 8 | 9 | 8 | 6 |
| ARES | 7 | 7 | 7 | 10 | 10 | 9 |
| AXP | 9 | 6 | 6 | 9 | 9 | 8 |
| BAC | 7 | 7 | 6 | 8 | 7 | 7 |
Affirm posted GAAP revenue up 32.64% year over year in a quarter Max called another one for the record books, with GAAP EPS of $0.30 and operating income swinging to $202.2M from an $8.4M loss a year earlier, evidencing powerful operating leverage (left GAAP EPS YoY undefined given the near-zero prior-year base)
Net Premiums Written Surge 18% on Everest/Reinsurance
Assurant delivered its strongest first quarter on record, with total revenue up 11% and adjusted EBITDA up 6% and adjusted EPS up 9%, both excluding reportable catastrophes
Allstate delivered Q1 revenue of $16.9 billion up 3% with adjusted EPS of $10.65 as the underlying combined ratio improved 2.8 points to 80.3% and the recorded combined ratio reached 82% with underwriting income of $2.7 billion
Ares started fiscal 2026 with record fundraising momentum and management fees growing 22% on 40.8% revenue growth
Bank of America started FY2026 with revenue up 7%, record EPS, and 290 basis points of operating leverage as NII reached $15.9 billion, up 9% year-over-year
Long-term net inflows of $16.9B with record gross sales across all regions
Revenue rose 27% year over year to $6.7 billion and as-adjusted earnings per share of $12.53 was 11% higher, as $130 billion of net inflows drove 8% organic base fee growth, BlackRock's seventh consecutive quarter at or above 5%
Bitmine Immersion's fiscal 2026 second-quarter 10-Q shows a company now built around an Ethereum treasury and staking model, with total revenue rising to $11,041 from $1,517 almost entirely on newly initiated native staking income of $10,201, while legacy self-mining shrank to $219 and the machine-lease agreements expired unrenewed
BNY Mellon delivered record Q1 FY2026 revenue of $5.4 billion with 13% year-over-year growth and 833 basis points of positive operating leverage
Berkshire's first-quarter 2026 operating earnings rose to 11,346 from 9,641 a year earlier, up 17.68% year over year, driven by a rebound in insurance underwriting and higher earnings across most operating units
Brown & Brown delivered total revenue of $1.9 billion, up 35.4%, with the gain driven almost entirely by the Accession (Risk Strategies/One80) acquisition, which contributed roughly $445 million for the quarter, while organic revenue was flat year-over-year as catastrophe property rate declines of 15%-35% and a prior-year flood claims comparison weighed on growth
Citi delivered sharply higher revenues up 14% with EPS of $3.06 and a 13.1% RoTCE, well above expectations
Cboe Global Markets posted record net revenue of $729 million, up 29% year-over-year, with adjusted diluted EPS rising 48% to a record $3.70 (GAAP EPS was $3.66)
Citizens delivered Q1 EPS of $1.13 with a 12.2% RoTCE, posting record Q1 fees and over 700 basis points of operating leverage
Non-GAAP operating income surges to $330M from Q1 loss
CleanSpark's fiscal second quarter of 2026 saw revenue fall approximately 25% year-over-year to $136 million, directly attributable to a slide in the average Bitcoin price to roughly $76,000 from about $94,000 a year earlier, even though Bitcoin production declined only about 7%
Consumer remains resilient despite Persian Gulf energy shock
Coinbase reported a Q1 net loss of $394 million as total revenue declined 21% quarter-over-quarter amid a broad crypto market downturn that crushed transaction revenue across all segments
Circle's first quarter of 2026 showed decelerating headline growth, with total revenue and reserve income of $694 million, up 20% year over year, as USDC circulation held around $77 billion (up 28% year over year but roughly flat sequentially) amid a roughly 45% drop in digital-asset markets from their October 2025 peak
First Acceptance Corporation, a non-standard personal auto insurer reporting on OTC Markets' Alternative Reporting Standard, posted much stronger earnings on an optically weak revenue line
FactSet delivered its fourth consecutive quarter of ASV growth acceleration at 6.7%, powered by double-digit Data Solutions growth across all firm types and rapid adoption of AI capabilities including the MCP Server with 120+ clients since December launch
Figure Technology Solutions grew consumer loan marketplace volume over 110% year-over-year to approximately $2.9 billion, and adjusted net revenue rose 92% to $167 million with an adjusted EBITDA margin of 50%, versus 33% a year earlier
Fifth Third closed the largest acquisition in its history on February 1, and the Comerica addition drove revenue to $2.9 billion, up 33% year-over-year, with adjusted net income of $734 million, up 38%
Huntington delivered an outstanding first quarter, with GAAP EPS of $0.25 and adjusted EPS of $0.37, up 9% year-over-year excluding acquisition-related expenses and other notable items
The Hartford opened 2026 with core earnings of $866 million, or $3.09 per diluted share, and a trailing 12-month core earnings ROE of 20.3%
ICE delivered record Q1 net revenues of $3 billion, up 18%, with adjusted EPS of $2.35 surging 37% year-over-year as record exchange volumes spanned all asset classes and the global energy franchise underwent structural repricing
IREN's March-quarter revenue was roughly flat year over year at $144.8 million, as Bitcoin mining revenue fell to $111.2 million (from $167.4 million) while AI cloud services revenue nearly doubled to $33.6 million
JPMorgan reported Q1 revenue of $50.5 billion, up 10% year-on-year, with EPS of $5.94 and an ROTCE of 23%
KeyCorp delivered Q1 2026 EPS of $0.44, up 33% year-over-year, with revenue growing 10% and ROTCE exceeding 13% as NIM expanded to 2.87% on track for the 3%+ year-end target
Klarna's first quarter of 2026 marked a clean profitability inflection
CNA reserve charge and higher underlying loss ratio drive earnings decline
Lemonade extended its growth acceleration streak to 10 consecutive quarters with IFP reaching $1.33 billion (+32% YoY), while the QS reinsurance transition propelled revenue up 71% to $258 million and gross profit up 159% to $100 million
MARA reported first-quarter revenue of $174.6 million, down from $213.9 million a year earlier, as an 18% decline in Bitcoin's average price cut revenue by $33.1 million even as energized hashrate reached a record 72.2 exahash per second, up 33%
Mercury General's Q1 2026 demonstrated the underlying strength of the franchise with a combined ratio of 89.3% and net income of $190 million ($3.44 per share), a dramatic reversal from the prior-year Q1 net loss of $108 million during the wildfire catastrophe
AI Strategy: Growth, Productivity, and Efficiency
MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple dimensions
M&T Bank delivered GAAP EPS of $4.13 with NIM expanding 2 basis points to 3.71% as fixed-rate asset repricing continued, while fee income grew 13% year-over-year with broad-based strength and C&I growth reached $1.5 billion driven by middle market utilization pickup
Nasdaq delivered net revenue of $1.4 billion with 13% growth as FinTech achieved record revenue with ACV bookings surging over 50% and 80% cloud-based, while Capital Markets Technology grew 20% with broad-based demand
Northern Trust extended its positive operating leverage streak to seven consecutive quarters, posting record NII of $662 million, up 15% year-over-year, and EPS of $2.71, up 43%
Nu Holdings delivered record quarterly revenue of $5 billion and its highest-ever first-quarter net income of $871 million, up 41% year-over-year on an FX-neutral basis, as the customer base surpassed 135 million
Adjusted EPS growth of 13% above high end of target range
Progressive delivered 8.7% revenue growth with extraordinary profitability, maintaining personal auto combined ratios below 90 in nine of the last ten quarters
PNC delivered $4.13 per share with NIM expanding to 2.95%, on a clear path toward 3%+, as organic loan growth hit a three-year high
Retirement segment momentum with record annuity growth
PayPal reported Q1 revenue growth of 7% with TPV accelerating to 11%, as the new CEO launched a $1.5 billion cost savings program
Strong Earnings Growth with Peer-Leading Returns
Riot Platforms reported Q1 2026 revenue of $167 million (+3.61% YoY) and a net loss of $500 million ($1.44/share) driven by $326.7 million in Bitcoin MTM losses, while launching its data center segment with $33.2 million in revenue including $900,000 in operating lease income at 91% margin from the initial AMD delivery
Record Quarterly Revenues of $3.86 Billion with 13% Year-Over-Year Growth
Root delivered its most profitable quarter ever with $36 million in net income and an annualized ROE of 47%, reversing the prior quarter's expectation of lower 2026 net income
Record Client Growth Drives All-Time NNA Highs
SoFi accelerated into 2026, with first-quarter adjusted net revenue up 41% to $1.1 billion, ahead of expectations, and a Rule of 40 score of 72
S&P Global grew Q1 2026 revenue 10% (9% organic constant currency) with adjusted diluted EPS up 14% year-over-year, as Ratings demonstrated resilience amid macro volatility and Indices delivered double-digit growth across all product lines
Record quarterly revenue of $3.8 billion grew 16% excluding notable items with fee revenue surging 15% and NII breaking out at 17% growth, as State Street achieved its ninth straight quarter of operating leverage
Net interest income grew 4% to $4.6 billion with EPS of $2.27 growing 20% as record Q1 purchase volume was achieved with all five platforms growing or flat
Truist delivered 25% EPS growth to $1.09 with 250 basis points of operating leverage, as investment banking produced its highest quarterly revenue since 2021
Travelers delivered record underwriting income with a core ROE of 19.7%, generating $1.7 billion in core income as the combined ratio remained excellent at 88.6% despite elevated catastrophe activity
Wells Fargo delivered Q1 diluted EPS growth of 15% on revenue increasing 6% with broad-based growth across all segments, as loans exceeded $1 trillion and pre-tax pre-provision profit grew 14%
Record Net Investment Income Drives Earnings Growth
Organic growth slows to 3% at low end of plan amid macro headwinds
| BEN | 6 | 5 | 3 | 6 | 6 | 8 |
|---|
| BLK | 8 | 7 | 7 | 8 | 8 | 9 |
|---|
| BMNR | 6 | 6 | 6 | 6 | 6 | 6 |
|---|
| BNY | 9 | 7 | 9 | 9 | 8 | 9 |
|---|
| BRK-B | 9 | 3 | 4 | 9 | 2 | 7 |
|---|
| BRO | 8 | 7 | 7 | 7 | 5 | 6 |
|---|
| BX | 8 | 6 | 8 | 6 | 8 | 8 |
|---|
| C | 6 | 6 | 7 | 8 | 7 | 8 |
|---|
| CB | 6 | 5 | 7 | 8 | 7 | 7 |
|---|
| CBOE | 7 | 8 | 8 | 9 | 9 | 10 |
|---|
| CFG | 5 | 3 | 5 | 7 | 9 | 8 |
|---|
| CINF | 9 | 6 | 8 | 8 | 6 | 7 |
|---|
| CLSK | 9 | 7 | 9 | 8 | 6 | 2 |
|---|
| CME | 6 | 8 | 7 | 4 | 7 | 7 |
|---|
| COF | 6 | 5 | 8 | 6 | 6 | 6 |
|---|
| COIN | 9 | 7 | 5 | 9 | 1 | 1 |
|---|
| CRCL | No score | No score | No score | 8 | 8 | 7 |
|---|
| ERIE | 8 | 7 | 6 | 7 | 4 | 6 |
|---|
| FACO | 5 | 3 | 5 | 8 | 4 | 5 |
|---|
| FDS | 6 | 6 | 5 | 7 | 6 | 6 |
|---|
| FIGR | No score | No score | No score | 9 | 9 | 9 |
|---|
| FITB | 6 | 5 | 7 | 7 | 7 | 7 |
|---|
| GL | 6 | 6 | 6 | 8 | 9 | 8 |
|---|
| GS | 8 | 7 | 8 | 8 | 6 | 7 |
|---|
| HBAN | 9 | 9 | 8 | 9 | 8 | 7 |
|---|
| HIG | 7 | 6 | 7 | 7 | 7 | 6 |
|---|
| HOOD | 10 | 9 | 9 | 9 | 7 | 8 |
|---|
| IBKR | 8 | 6 | 6 | 8 | 7 | 8 |
|---|
| ICE | 8 | 8 | 9 | 5 | 8 | 9 |
|---|
| IREN | 9 | 9 | 8 | 8 | 8 | 6 |
|---|
| IVZ | 8 | 7 | 5 | 8 | 7 | 8 |
|---|
| JPM | 8 | 6 | 6 | 7 | 5 | 6 |
|---|
| KEY | 5 | 8 | 10 | 10 | 8 | 9 |
|---|
| KKR | 10 | 6 | 8 | 8 | 8 | 7 |
|---|
| KLAR | No score | No score | No score | 8 | 8 | 8 |
|---|
| KMPR | 6 | 7 | 5 | 5 | 3 | 2 |
|---|
| L | 7 | 5 | 6 | 7 | 7 | 5 |
|---|
| LMND | 9 | 8 | 9 | 9 | 9 | 9 |
|---|
| MA | 8 | 7 | 9 | 9 | 9 | 8 |
|---|
| MARA | 9 | 7 | 9 | 9 | 2 | 2 |
|---|
| MCO | 8 | 4 | 7 | 10 | 9 | 7 |
|---|
| MCY | 6 | 6 | 8 | 7 | 7 | 8 |
|---|
| MET | 6 | 6 | 3 | 8 | 9 | 7 |
|---|
| MRSH | 8 | 7 | 7 | 7 | 8 | 6 |
|---|
| MS | 7 | 8 | 7 | 8 | 8 | 9 |
|---|
| MSCI | 6 | 7 | 7 | 7 | 7 | 8 |
|---|
| MTB | 6 | 5 | 5 | 6 | 7 | 7 |
|---|
| NDAQ | 9 | 8 | 8 | 8 | 8 | 8 |
|---|
| NTRS | 9 | 8 | 6 | 6 | 8 | 9 |
|---|
| NU | 9 | 9 | 7 | 8 | 7 | 8 |
|---|
| PFG | 9 | 7 | 8 | 7 | 7 | 7 |
|---|
| PGR | 8 | 8 | 9 | 7 | 7 | 7 |
|---|
| PNC | 7 | 7 | 7 | 7 | 7 | 8 |
|---|
| PRU | 7 | 7 | 7 | 7 | 7 | 7 |
|---|
| PYPL | 7 | 6 | 9 | 7 | 6 | 5 |
|---|
| RF | 7 | 5 | 8 | 7 | 6 | 6 |
|---|
| RIOT | 9 | 7 | 7 | 7 | 5 | 6 |
|---|
| RJF | 7 | 6 | 4 | 5 | 5 | 7 |
|---|
| ROOT | 9 | 9 | 9 | 7 | 7 | 8 |
|---|
| SCHW | 10 | 9 | 10 | 10 | 10 | 9 |
|---|
| SOFI | 9 | 10 | 10 | 10 | 10 | 9 |
|---|
| SPGI | 9 | 7 | 7 | 10 | 8 | 8 |
|---|
| STT | 8 | 7 | 8 | 8 | 6 | 9 |
|---|
| SYF | 7 | 4 | 3 | 3 | 5 | 8 |
|---|
| TFC | 6 | 5 | 6 | 7 | 7 | 6 |
|---|
| TROW | 8 | 5 | 3 | 6 | 5 | 6 |
|---|
| TRV | 8 | 7 | 8 | 8 | 7 | 5 |
|---|
| USB | 6 | 5 | 5 | 7 | 8 | 7 |
|---|
| V | 8 | 7 | 8 | 8 | 8 | 9 |
|---|
| WFC | 6 | 5 | 5 | 7 | 8 | 6 |
|---|
| WRB | 9 | 6 | 6 | 7 | 4 | 6 |
|---|
| WTW | 7 | 5 | 7 | 7 | 7 | 5 |
|---|