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EG

Everest Group·NYSE
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EG fundamentals

Everest Group (EG) released its earnings on Feb 4, 2026: revenue was 4.42B (YoY -4.57%), missed estimates; EPS was 13.26 (YoY +172.10%), missed estimates.
Revenue / YoY
4.42B
-4.57%
EPS / YoY
13.26
+172.10%
Report date
Feb 4, 2026
EG Earnings Call Summary for Q4,2025
  • Strategic Progress: 2025 ROE 12.4%, TSR 13.1%, with disciplined portfolio reshaping.
  • Q4 Financial Strength: $549M net operating income, 14.2% ROE, $379.83 book value per share.
  • Share Buybacks: $400M Q4 buybacks, $100M in January, with $200M quarterly floor.
  • Market Position: Property cat rates down 10% YoY, but above technical price; selective capacity deployment.
  • Expense Management: 2026 restructuring costs ~$150M, with GW&S expense ratio targeting low 12% range.
  • Reserve Stability: Reinsurance reserves robust; insurance reserves stabilized with ADC coverage.
  • Growth Drivers: Mt. Logan AUM $2.5B, specialty book $2B GWP with mid-80s loss ratio.
  • Risk Management: Reduced U.S. casualty exposure, maintaining rate adequacy despite social inflation.
EPS
Q2,undefined
Q3,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
4.032.072.42-1.126.4914.63-1.349.1210.319.79-5.2812.2111.3115.2114.1425.1816.3216.8514.62-18.396.4517.367.5413.26
Forecast
3.6151.63091.6651-0.42624.60788.6745-1.05828.92329.41668.0595-4.94699.649512.526211.802711.246514.643715.929516.472812.1048-14.26967.593514.874714.630613.474
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+11.48%
+26.92%
+45.34%
-162.79%
+40.85%
+68.66%
-26.63%
+2.21%
+9.49%
+21.47%
-6.73%
+26.54%
-9.71%
+28.87%
+25.73%
+71.95%
+2.45%
+2.29%
+20.78%
-28.88%
-15.06%
+16.71%
-48.46%
-1.59%
Revenue
Q2,undefined
Q3,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------1.98B2.24B2.61B2.76B2.74B3.08B2.93B3.12B2.90B2.83B3.07B3.26B3.29B3.65B3.99B3.66B4.13B4.23B4.29B4.64B4.26B4.49B4.32B4.42B
Forecast
--------------------2.05B2.16B2.36B2.53B2.52B2.59B2.88B2.94B3.11B3.11B3.35B3.28B3.37B3.62B3.85B3.85B4.05B4.32B4.33B4.47B4.44B4.42B4.45B4.49B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-3.28%
+4.11%
+10.52%
+9.23%
+8.73%
+18.62%
+1.74%
+6.24%
-6.89%
-8.79%
-8.18%
-0.59%
-2.56%
+0.88%
+3.64%
-4.89%
+1.95%
-2.14%
-1.14%
+3.62%
-4.02%
+1.64%
-2.90%
-1.53%

Earnings Call