RLI Earnings Preview: What to Look for in Q2

RLI (RLI) is set to report Q2 earnings on Monday. Analysts expect revenue to grow 7.5% YoY to $447.6 million, and adjusted earnings of $0.78 per share. RLI has missed revenue estimates four times over the last two years. The company's peers in the insurance sector have reported mixed results, with Progressive delivering 21.3% YoY revenue growth and Travelers reporting 7.4% YoY growth. RLI is trading at $70.25, with an average analyst price target of $74.67.

RLI Corporation (NYSE: RLI) is set to release its Q2 2025 earnings report on Monday, July 21st, after the market close. Analysts are expecting revenue to grow by 7.5% year-over-year (YoY) to $447.6 million, with adjusted earnings per share (EPS) projected at $0.78. This comes after RLI missed revenue estimates four times over the last two years [1].

In comparison, RLI's peers in the insurance sector have reported mixed results. Progressive delivered 21.3% YoY revenue growth, beating analysts' expectations by 1.4%, while Travelers reported revenues up 7.4%, in line with consensus estimates [1]. Both companies saw positive share price movements following their earnings releases, with Progressive trading up 2.2% and Travelers up 5.5% [1].

RLI is currently trading at $70.25, with an average analyst price target of $74.67. The stock has been down 2.7% over the past month, slightly outperforming the insurance sector's average decline of 1.7% [1].

Looking at historical performance, RLI has beaten EPS estimates 88% of the time and revenue estimates 75% of the time over the last two years [2]. However, over the last three months, EPS estimates have seen more downward revisions (6) than upward (2), while revenue estimates have seen no upward revisions and three downward revisions [2].

Investors will be closely watching RLI's Q2 results to gauge the company's performance and its ability to meet analyst expectations. The earnings report will provide insight into RLI's financial health and its position within the competitive insurance sector.

References:
[1] https://finance.yahoo.com/news/rli-rli-q2-earnings-report-030247846.html
[2] https://seekingalpha.com/news/4468967-rli-q2-2025-earnings-preview