American Financial Group, Inc. (AFG) operates as an insurance holding company, specializing in providing a broad array of property and casualty insurance ...
예상 EPS $3.58 · 매출 $2.40B · 5 명의 애널리스트
예상 EPS $3.52 · 매출 $1.67B · 5 명의 애널리스트
예상 EPS $12.34 · 매출 $7.65B · 5 명의 애널리스트
예상 EPS $2.81 · 매출 $1.78B · 3 명의 애널리스트
$3.52 주당
$3.52 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $8.1B | -1.9% | +8.5% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $842.0M | -5.1% | +29.8% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +17.6% | -1.0% | +189.3% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +13.2% | -2.7% | +21.9% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +10.4% | -3.2% | +19.7% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $1.4B | +21.4% | -88.8% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +17.2% | +23.7% | -89.7% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 37.8% | -11.2% | -2.9% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 0.50x | -55.8% | +4.1% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $32.6B | +30.5% | +2.1% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 10.08 vs 9.90 | +1.9% | 2.99 vs 3.58 | -16.5% |
| 매출 서프라이즈 | $8.1B vs $7.3B | +11.8% | $2.0B vs $2.4B | -17.1% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Hertzman Brian S. | officer: SVP, CFO | Common Stock | D | 950 | $142.87 |
| Aug 26, 2026 | LINDNER CARL H III | director, officer: Co-CEO | Common Stock | D | 81,373 | $144.28 |
| Aug 24, 2026 | LINDNER CARL H III | director, officer: Co-CEO | Common Stock | D | 8,627 | $144.66 |
| Aug 6, 2026 | Weiss Mark A | officer: Sr. VP & General Counsel | Common Stock | D | 2,813 | $144.76 |
| Jun 24, 2026 | Gillis Michelle A | officer: Senior Vice President | Common Stock | D | 2,247 | $139.00 |
Operator: Good day, and thank you for standing by. Welcome to the American Financial Group 26 Second Quarter Results Conference Call. At this time, all participants are in a listening-only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during this session, you need to press Star 11 on your telephone. You will hear an automated message that your hand is raised. To withdraw your question, please press Star 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Diane Weidner, Vice President, Investor Relations. Diane, please go ahead. Diane Weidner: Good morning. And welcome to American Financial Group's Second Quarter 26 Earnings Results Conference Call. We released our results yesterday afternoon. Our press release, investor supplement and webcast presentation are posted on AFG's website under the Investor Relations section. These materials will be referenced during portions of today's call. Joining me this morning are Carl Henry Lindner III and Craig Lindner, co CEOs of American Financial Group, and Brian S. Hertzman, AFG's CFO. Before I turn the discussion over to Carl, I would like to draw your attention to the notes on Slide 2 of our webcast. Some of the matters to be discussed today are forward looking. These forward looking statements involve certain risks and uncertainties that could cause our actual results and or financial condition to differ materially from these statements. A detailed description of these risks and uncertainties can be found in AFG's filings with the Securities and Exchange Commission, which are also available on our website. We may include references to core net operating earnings, a non GAAP financial measure, in our remarks or in responses to questions. A reconciliation of net earnings to core net operating earnings is included in our earnings release. And finally, if you are reading a transcript of this call, please note that it may not be authorized or reviewed for accuracy. And as a result, it may contain factual or transcription errors that could materially alter the intent or meaning of our statements. Now I am pleased to turn the call over to Carl to discuss our results. Carl Henry Lindner: Well, good morning. Before we begin our commentary about the quarter, I want to take a moment to express our deepest condolences to the Berkeley family. Bill was an icon in our industry, a respected competitor, and most importantly, our good friend. He leaves an incredible legacy and will be sorely missed. Turning our focus to AFG's second quarter, I will share a few highlights after which Craig and I will walk through more details. We will then open it up for Q&A, where Craig, Brian and I will respond to your questions. I am pleased to report that we set a new second quarter record for pretax property and casualty operating income, driven by strong underwriting margins healthy …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Carl Henry Lindner | Co-CEO & Director | USD 9,542,534 | Male | 1953 | Active |
Stephen Craig Lindner | Co-CEO & Director | USD 9,542,534 | Male | 1955 | Active |
John Bernard Berding | President & Director | USD 5,819,757 | Male | 1962 | Active |
David Lawrence Thompson Jr. | President & Chief Operating Officer of Property and Casualty Insurance Group and Director | USD 2,061,030 | Male | 1980 | Active |
Brian S. Hertzman | Senior Vice President & Chief Financial Officer | USD 1,126,600 | Male | 1971 | Active |
Mark Andrew Weiss | Senior Vice President, General Counsel & Chief Compliance Officer | USD 1,107,208 | Male | 1967 | Active |
Michelle Ann Gillis SPHR | Senior Vice President, Chief Human Resources Officer & Chief Administrative Officer | USD 870,836 | Female | 1969 | Active |
John R. Rogers | Chief Information Security Officer & Vice President | — | Male | — | Active |
Christopher Patrick Miliano | Executive Vice President & Chief Financial Officer of Annuity Operations | — | Male | 1958 | Active |
Diane Weidner | Vice President of Investor & Media Relations | — | Female | — | Active |
Michael James Prager | Executive Vice President & Chief Actuary of Annuity Operations | — | Male | 1960 | Active |
American Financial Group hiked its dividend in the second quarter, extending its annual streak to 21 years. The company bought back $86 million in shares in the first half of 2026.
American Financial (AFG) reported earnings 30 days ago. What's next for the stock?
Jupiter Topco LLC bought a new position in shares of American Financial Group, Inc. (NYSE: AFG) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 30,500 shares of the insurance provider's stock, valued at approximately $4,267,000. Several other institutional investors also recently
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CINCINNATI--(BUSINESS WIRE)--American Financial Group, Inc. (NYSE: AFG) announced today that it has completed the previously announced sale of Charleston Harbor Resort & Marina. Consistent with prior estimates, AFG expects to recognize pretax core operating earnings of approximately $125 million ($1.20 per share, after tax) from the sale subject to final cost accounting and customary closing adjustments. The property was owned equally by AFG parent and its Great American Insurance Company s.
