W. R. Berkley Corporation · WRB · Next earnings

W. R. Berkley Corporation reports Monday, Oct 19, 2026

WRB reports after market close with consensus EPS at $1.13 and revenue at $3.77B. Last quarter: WRB Beats on Record Premiums and Investment Income as Combined Ratios Stay Below 90%

Reports After market close29 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.13 Calendar consensus
Consensus revenue $3.77B Calendar consensus
Report date Oct 19, 2026 Monday, date estimated
Session After market close 29 days away

Where WRB left off: FY2026 Q2

Full report

WRB Beats on Record Premiums and Investment Income as Combined Ratios Stay Below 90%

EPS surprise +17.6% Reported $1.27 vs $1.08
Revenue surprise +13.2% Reported $3.72B vs $3.28B
Stock move -0.8% Event window
Subsequent drift +1.0% Up to 20 sessions

Guidance sentiment was maintained. Management expects modest rate increases (3.8% ex-comp) and steady growth with no change to the overall outlook. The company continues its disciplined capital return program and expects AI and digital tools to further improve underwriting and claims efficiency. New distribution partnerships are being pursued to access additional risk classes.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Headwinds in property lines and rising catastrophe exposure
  • Competitive pressure from admitted markets and MGU business models
  • Potential slowdown in rate growth and compression of loss ratios
  • Social inflation and regulatory uncertainty
  • Duration risk as investment portfolio duration edges higher

Questions analysts left open

  • Future rate trajectory and its impact on growth
  • Loss ratio trends and potential compression
  • Exposure trends in liability and commercial auto
  • Reinsurance market conditions and competition
  • Retention levels and terms and conditions flexibility

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Recent WRB quarters

All WRB earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.