Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Reporting soon: earnings call Monday, Oct 19
A pre-earnings brief is ready for WRB: 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. |
|---|---|---|
| Elyse Greenspan | Wells Fargo | 9 questions · 22% challenging |
| Andrew Kligerman | TD Cowen | 9 questions · 0% challenging |
| Dave Motemaden | Evercore ISI | 9 questions · 0% challenging |
| Josh Shanker | Bank of America | 9 questions · 11% challenging |
| Meyer Shields | KBW | 8 questions · 0% challenging |
| Mike Zaremski | BMO Capital Markets | 8 questions · 13% challenging |
| Mark Hughes | Truist Securities | 7 questions · 14% challenging |
| Brian Meredith | UBS | 7 questions · 0% challenging |
| Andrew Andersen | Jefferies | 7 questions · 0% challenging |
| Rob Cox | Goldman Sachs | 6 questions · 0% 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 | 2 analysts | 12 questions · 17% challenging |
| TD Cowen | 1 analyst | 9 questions · 0% challenging |
| Evercore ISI | 1 analyst | 9 questions · 0% challenging |
| Bank of America | 1 analyst | 9 questions · 11% challenging |
| BMO Capital Markets | 1 analyst | 8 questions · 13% challenging |
| KBW | 1 analyst | 8 questions · 0% challenging |
| UBS | 1 analyst | 7 questions · 0% challenging |
| Jefferies | 1 analyst | 7 questions · 0% challenging |
W.R. Berkley delivered record Q1 operating income of $514M or $1.30 per share driven by record net investment income increasing 12.2% to $404M. The insurance segment grew gross premiums written 4.5% to $3.4B while maintaining strong underwriting profitability, and the expense ratio was reiterated as comfortably below 30% for 2026. Market competition intensified across lines with the reinsurance segment contracting on pricing discipline, and the company pivoted its strategic growth approach from rate to volume amid casualty loss cost trends.
Competitive Dynamics | Revenue Growth | Pricing | Cost Pressure | Capital Allocation | Margin | Guidance Reliability | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 3 | 3 | 3 | 1 | 2 |
| 2025Q1 | 3 | 3 | 2 | 2 | 3 | 2 | ||
| 2025Q2 | 2 | 3 | 3 | 3 | 4 | 3 | 1 | |
| 2025Q3 | 7 | 5 | 3 | 4 | 4 | 1 | 2 | 1 |
| 2025Q4 | 4 | 3 | 7 | 3 | 1 | 2 | 3 | 2 |
| 2026Q1 | 10 | 12 | 8 | 1 | 3 | 5 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 3 | 2 | 7 | 4 | 10 |
| Revenue Growth | 3 | 3 | 3 | 5 | 3 | 12 |
| Pricing | 2 | 2 | 3 | 3 | 7 | 8 |
| Cost Pressure | 3 | 2 | 3 | 4 | 3 | 1 |
| Capital Allocation | 3 | 4 | 4 | 1 | 3 | |
| Margin | 3 | 3 | 1 | 2 | 5 | |
| Guidance Reliability | 1 | 2 | 3 | 2 | 3 | |
| Capex Investment | 2 | 1 | 1 | 2 | 1 |
No 8-K events recorded for this window.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin |
|---|---|---|---|---|---|
| FY2024 Q4 | $3.67B | +13.9% | $1.44 | +46.9% | 15.7% |
| FY2025 Q1 | $3.55B | +8.9% | $1.04 | -4.6% | 11.8% |
| FY2025 Q2 | $3.67B | +10.8% | $1.00 | +8.7% | 10.9% |
| FY2025 Q3 | $3.77B | +10.8% | $1.28 | +40.7% | 13.6% |
| FY2025 Q4 | $3.72B | +1.4% | $1.13 | -21.5% | 12.1% |
| FY2026 Q1Selected | $3.69B | +4.0% | $1.31 | +26.0% | 14.0% |
| FY2026 Q2 | $3.72B | +1.2% | $1.15 | +15.0% | 12.2% |
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).
Calendar quarter Q1 2026Earnings call Apr 21, 2026
FY2026 Q1 in brief
W.R. Berkley delivered record Q1 operating income of $514M or $1.30 per share driven by record net investment income increasing 12.2% to $404M. The insurance segment grew gross premiums written 4.5% to $3.4B while maintaining strong underwriting…
Newest quarter is part of Pro ·
Sources. Tellvest earnings-call sentiment score for W. R. Berkley Corporation (WRB), FY2026 Q1: 6/10. Scores: W. R. Berkley Corporation’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: WRB 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.
GAAP revenue YoY +3.98% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WRB W. R. Berkley Corporation | 6 | +4.0% | |
| 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% | |
| L Loews Corporation | 5 | +2.6% | |
| 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% |