Disciplined underwriting preserved strong returns, but casualty frequency and deliberate premium reductions constrain near-term growth.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-07-23 |
| Length | 43 minutes |
| EPS | $1.95 |
| EPS consensus | $1.72 |
| Revenue | $1.4B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.