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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Loews Corporation (L) is 5/10.
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.
Scored from Loews Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.47B | +6.6% | $0.86 | -56.6% | 4.2% | 4.2% |
| FY2025 Q1 | $4.44B | +6.2% | $1.74 | +1060.0% | 11.6% | 8.3% |
| FY2025 Q2 | $4.47B | +6.7% | $1.87 | +12.0% | 12.0% | 8.7% |
| FY2025 Q3 | $4.60B | +4.6% | $2.43 | +33.5% | 15.0% | 10.9% |
| FY2025 Q4 | $4.66B | +4.3% | $1.92 | +123.3% | 11.6% | 8.6% |
| FY2026 Q1 | $4.55B | +2.6% | $1.63 | -6.3% | 11.8% | 7.4% |
| FY2026 Q2 | $4.73B | +5.8% | $2.16 | +15.5% | 27.6% | 9.4% |