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Sentiment · FY2026 Q2
| 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% |
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).
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.
What L and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Just last week, Boardwalk completed the acquisition of Spire Marketing for $215 million, now operating as Continuum, a transaction that was self-funded and enhances the company’s commercial capabilities.”
Loews subsidiary Boardwalk Pipelines acquired Spire Marketing (rebranded Continuum) for $215M, a self-funded bolt-on expanding Boardwalk's gas-marketing/commercial capabilities.
| 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% | |
| FACO First Acceptance Corporation | 5 | -5.4% | |
| 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% |