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Sentiment · FY2026 Q1
Loews delivered Q1 2026 net income of $337 million or $1.63 per share compared to $370 million or $1.74 in the prior year, as a CNA reserve charge and higher underlying loss ratio drove the earnings decline. Boardwalk Pipelines delivered steady growth with the Spire Marketing acquisition, and EBITDA increased 4% to $360 million. Loews Hotels adjusted EBITDA surged 53% to $124 million on Epic Universe ramp. Capital allocation was cautious amid ongoing litigation and elevated Boardwalk CAPEX, and the insurance industry faced a softer rate environment.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
L Loews Corporation | 5 | +2.6% | |
| ALL Allstate | 7 | +4.2% | |
| CB Chubb Limited | 7 | +9.5% | |
| CINF Cincinnati Financial | 7 | +11.6% | |
| ERIE Erie Indemnity | 6 | +2.3% | |
| KMPR Kemper Corporation | 2 | -6.8% | |
| LMND Lemonade, Inc. | 9 | +55.0% | |
| MCY Mercury General Corporation | 8 | +10.5% | |
| PGR Progressive Corporation | 7 | +8.7% | |
| ROOT Root, Inc. | 8 | +12.6% | |
| TRV The Travelers Companies, Inc. | 5 | +1.0% | |
| WRB W. R. Berkley Corporation | 6 | +4.0% |