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The Travelers Companies TRV Q2 2026 earnings

Reported July 17, 2026 · Before market open

Revenue$11.5BBeat by $271.0M
EPS$10.04Beat by $4.63
Revenue estimate$11.3B
EPS estimate$5.41
“Core income for the quarter was $2.2 billion, or $10.04 per diluted share. Core return on equity for the quarter was 24.9%, bringing core return on equity over the last four quarters to 24.2%. Second quarter underwriting income of $1.7 billion pre-tax benefited from continued strong levels of underlying underwriting income and net favorable prior year development. Reported and underlying profitability were both excellent. The combined ratio improved to 83.6%, and the underlying combined ratio improved to 84.1% driven by a lower underlying loss ratio. Our high-quality investment portfolio generated after-tax net investment income of $883 million, an increase of 14%. These results, along with our exceptionally strong balance sheet, enabled us to return more than $1.5 billion of excess capital to our shareholders during the quarter, including $1.3 billion of share repurchases.”
Alan Schnitzer

Next report

Oct 16, 2026 (In 1 week)
Revenue estimate$11.3B
EPS estimate$6.92

Financials

Q2 2026

Income statement

See full
Revenue$12.2B+0.3%
Net income$2.2B+46.3%
EPS (diluted)$10.26+57.1%

Balance sheet

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Cash & equivalents$621.0M-5.8%
Total debt$9.1B+12.9%
Total equity$33.1B+12.2%
Total assets$143.58B+3.4%

Cash flow

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Operating cash flow$1.9B-17.9%

Valuation & ratios

Valuation

as of 10/02/26
See full
Market cap$75.43B+19.6%
Enterprise value$83.88B+17.2%
P/E9.1×-1.6×
P/S1.5×+0.2×

Profitability

See full
Net margin17%+6.0pp

Returns & leverage

See full
Return on equity26.5%+7.2pp
Debt / equity0.3×0.0×

FAQ

When did The Travelers Companies report Q2 2026 earnings?
The Travelers Companies (TRV) reported Q2 2026 earnings on July 17, 2026 before market open.
What were The Travelers Companies's Q2 2026 revenue and EPS?
The Travelers Companies reported revenue of $11.5B and eps of $10.04 for Q2 2026.
Did The Travelers Companies beat estimates in Q2 2026?
Revenue beat the consensus estimate of $11.3B by $271.0M. EPS beat the consensus estimate of $5.41 by $4.63.
How did The Travelers Companies's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 4.8% from $12.1B a year earlier and eps grew 54.2% from $6.51.
Where can I find The Travelers Companies's Q2 2026 SEC filings?
You can read the 8-K earnings release (0000086312-26-000143) and the 10-Q periodic report (0000086312-26-000145) directly on SEC EDGAR. The filing index links above go to sec.gov.