Travelers Q2 2026: Net Income $2.21B, EPS $10.26
Travelers posted a blowout quarter: net income of $2.208 billion, or $10.26 per diluted share, nearly double the $5.47 consensus EPS estimate. Revenue was flat at $12.153 billion, but lower catastrophe losses and higher investment income drove the profit surge. The stock reaction will likely hinge on whether this level of underwriting profitability is sustainable.
1 · Expected vs. Actual
Free preview belowGAAP EPS of $10.26 and core EPS of $10.04 both crushed the $5.47 consensus estimate. The beat was driven by lower catastrophe losses ($518 million vs. $927 million), higher net favorable reserve development ($578 million vs. $315 million), and a 14% jump in net investment income to $883 million after-tax.
Revenue of $12.153 billion was essentially flat versus $12.116 billion a year ago, a 0.3% increase. Net written premiums were also flat at $11.529 billion, held back by the divested Canadian operations. Excluding that sale, premiums grew 2%.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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