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
Actual | 4.03 | 2.07 | 2.42 | -1.12 | 6.49 | 14.63 | -1.34 | 9.12 | 10.31 | 9.79 | -5.28 | 12.21 | 11.31 | 15.21 | 14.14 | 25.18 | 16.32 | 16.85 | 14.62 | -18.39 | 6.45 | 17.36 | 7.54 | 13.26 | ||||||||||
Forecast | 3.615 | 1.6309 | 1.6651 | -0.4262 | 4.6078 | 8.6745 | -1.0582 | 8.9232 | 9.4166 | 8.0595 | -4.9469 | 9.6495 | 12.5262 | 11.8027 | 11.2465 | 14.6437 | 15.9295 | 16.4728 | 12.1048 | -14.2696 | 7.5935 | 14.8747 | 14.6306 | 13.474 | ||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.98B | 2.24B | 2.61B | 2.76B | 2.74B | 3.08B | 2.93B | 3.12B | 2.90B | 2.83B | 3.07B | 3.26B | 3.29B | 3.65B | 3.99B | 3.66B | 4.13B | 4.23B | 4.29B | 4.64B | 4.26B | 4.49B | 4.32B | 4.42B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.05B | 2.16B | 2.36B | 2.53B | 2.52B | 2.59B | 2.88B | 2.94B | 3.11B | 3.11B | 3.35B | 3.28B | 3.37B | 3.62B | 3.85B | 3.85B | 4.05B | 4.32B | 4.33B | 4.47B | 4.44B | 4.42B | 4.45B | 4.49B |
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
You can ask Aime
What guidance did Everest Group's management provide for the next earnings period?What is Everest Group's latest dividend and current dividend yield?What does Everest Group do and what are its main business segments?What is Everest Group's gross profit margin?What is the revenue and EPS growth rate for Everest Group year over year?What were the key takeaways from Everest Group's earnings call?Did Everest Group beat or miss consensus estimates last quarter?What factors drove the changes in Everest Group's revenue and profit?
