Everest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two ...
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$8.00 per share
$8.00 per share
Est. EPS $8.42 · Revenue $3.81B · 9 analysts
Est. EPS $13.45 · Revenue $3.61B · 9 analysts
EPS $4.90 · Revenue $4.24B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $17.3B | +1.4% | -2.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.6B | +15.9% | -14.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +20.5% | +41.8% | -45.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.3% | +28.9% | +31.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +9.2% | +14.3% | -12.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $3.4B | -31.4% | -55.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +19.6% | -32.3% | -54.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 23.2% | -45.7% | -0.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.76x | -2.1% | -45.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $62.5B | +11.0% | -0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 37.86 vs 45.41 | -16.6% | 13.88 vs 8.42 | +64.8% |
| Revenue Surprise | $17.3B vs $17.7B | -1.9% | $4.0B vs $3.8B | +4.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Levine Allan | director | Common Shares | A | 86 | $360.78 |
| Jul 1, 2026 | Howard John M | director | Common Shares | A | 86 | $360.78 |
| Jul 1, 2026 | HARTZBAND MERYL D | director | Common Shares | A | 86 | $360.78 |
| May 12, 2026 | Habayeb Elias F. | officer: EVP & CFO | Common Shares | A | 7,128 | $350.77 |
| May 12, 2026 | Habayeb Elias F. | officer: EVP & CFO | Common Shares | A | 13,970 | $350.77 |
Operator: Good day, and welcome to the Everest Group Limited Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that today's event is being recorded. I would now like to turn the conference over to Matt Rohrmann, Senior Vice President, Head of Investor Relations. Please go ahead. Matthew Rohrmann: Thank you, Chris. Good morning, everyone, and welcome to Everest Group Limited Second Quarter of 2026 Earnings Conference Call. The Everest executives leading today's call are Jim Williamson, President and CEO; and Elias Habayeb, Executive Vice President and CFO. We are also joined by other members of the Everest management team. Before we begin, I will preface the comments by noting that today's call will include forward-looking statements. Actual results may differ materially, and we undertake no obligation to publicly update forward-looking statements. Please note that forward-looking statements include estimates, projections and forecasts of future results and are subject to the risks, uncertainties and assumptions noted in Everest's SEC filings. Management will also be referring to certain non-GAAP financial measures. Available explanations and reconciliations to GAAP can be found in the earnings release, investor presentation and financial supplement on our Investor Relations website. With that, I'll turn the call over to Jim. James Williamson: Thank you, Matt. Good morning, everyone. Everest posted another strong quarter with significant earnings and capital generation. Meaningful contributions from underwriting and investment income produced operating income of $585 million. Annualized after-tax net operating ROE was 14.9%. Annualized total shareholder return was 16.8%. And we grew book value per share, excluding unrealized gains and losses, by 12% year-over-year. The results in this quarter further show the strength of the more focused Everest we have built. The benefits of the actions we are taking to improve portfolio quality, strengthen underwriting performance and allocate capital to the most attractive opportunities available to us are emerging in our numbers. Our strategy is built around developing our core businesses while managing the cycle with relentless discipline. We are upgrading critical capabilities, optimizing the balance sheet and accelerating the return of capital to shareholders. This quarter's results are further proof that the execution of this strategy is working. Our core businesses, Treaty Reinsurance and Global Wholesale and Specialty generated underwriting income of $317 million on a combined ratio of 90%. As I have said before, we continue to focus on underwriting discipline and rate adequacy while prioritizing bottom line results over top line production, especially in this environment. Our core businesses delivered $3.7 billion in gross written premium, a modest year-over-year decline driven by deliberate underwriting choices. Our reinsurance treaty team delivered another excellent …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
James Allan Williamson | Chief Executive Officer, President & Director | USD 3,801,910 | Male | 1975 | Active |
Elias Farid Habayeb | Executive Vice President & Group Chief Financial Officer | USD 2,945,332 | Male | 1973 | Active |
Mark Kociancic | Advisor | USD 2,945,332 | Male | 1969 | Active |
Anthony Vidovich | Executive VP & General Counsel | USD 2,207,144 | Male | 1969 | Active |
Jill Alexis Beggs | Executive VP & Chief Executive Officer of Reinsurance | USD 1,768,980 | Female | 1971 | Active |
Dawn Lauer | Chief Communications Officer | — | Female | — | Active |
Matthew Jay Rohrmann | Senior Vice President & Head of Investor Relations | — | Male | — | Active |
Srini Maddineni | Group Chief Information Officer | — | Male | — | Active |
Brian Lee Bedner | Head of Corporate Finance | — | Male | — | Active |
Dean Brown | Executive Vice President of Group Operations & IT | — | Male | — | Active |
Robert Joseph Freiling | Senior Vice President & Chief Accounting Officer | — | Male | 1968 | Active |
Everest Group NYSE: EG reported second-quarter operating income of $585 million, supported by underwriting income and investment income, as management emphasized underwriting discipline, portfolio adjustments and capital returns amid competitive reinsurance market conditions.
On July 30, 2026, Everest Group Ltd (EG) shares fell 4.7% today, trading at $375.36, within a 52-week range of $302.44 to $401.07. The market's reaction has bro
Everest Group, Ltd. (EG) Q2 2026 Earnings Call Transcript
EG beats Q2 earnings estimates as solid underwriting supports results despite lower premiums and weaker investment income.
Everest Group (EG) came out with quarterly earnings of $14.85 per share, beating the Zacks Consensus Estimate of $14.59 per share. This compares to earnings of $17.36 per share a year ago.
