Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Kemper Corporation (KMPR) is 2/10.
Kemper reported a Q1 2026 GAAP net loss of $1.7 million or $0.03 per share as California personal auto remained the primary headwind and Florida statutory refunds continued impacting results. Commercial auto delivered a record quarter exceeding $1 billion in trailing twelve-month written premium, and restructuring savings of $60 million were being targeted. Excluding Florida refunds, adjusted net operating income was $34.6 million or $0.59 per share, and profitable PIF growth was resuming in Florida and Texas. Social inflation headwinds persisted industry-wide.
Scored from Kemper Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.18B | +0.3% | $1.51 | +88.8% | 10.1% | 8.2% |
| FY2025 Q1 | $1.19B | +4.2% | $1.54 | +40.0% | 10.1% | 8.4% |
| FY2025 Q2 | $1.23B | +7.8% | $1.12 | -3.4% | 7.1% | 5.9% |
| FY2025 Q3 | $1.24B | +5.7% | $-0.34 | -129.8% | -2.7% | -1.7% |
| FY2025 Q4 | $1.14B | -4.0% | $-0.14 | -109.3% | -1.2% | -0.7% |
| FY2026 Q1 | $1.11B | -6.8% | $-0.03 | -101.9% | -0.7% | -0.2% |
| FY2026 Q2 | $1.09B | -11.0% | $-7.90 | -805.4% | -42.7% | -42.5% |