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Reported October 16, 2026 · Before market open

Revenue estimate$11.4B
“We are pleased to report excellent third quarter results. It was another in a run of successful quarters, with very strong underwriting performance across all three segments and a record result from our investment portfolio. Core income for the quarter was $1.9 billion, or $9.18 per diluted share. Core return on equity for the quarter was 22.1%, bringing core return on equity over the last four quarters to 24.1%. Third quarter underwriting income of $1.4 billion pre-tax benefited from continued strong levels of underlying underwriting income and net favorable prior year development. Profitability was excellent on both a reported and underlying basis. The combined ratio improved to 86.8%, and the underlying combined ratio remained very strong at 84.1%.”
Alan Schnitzer

Next report

Oct 16, 2026 (Today)
Revenue estimate$11.4B
EPS estimate$7.39

Financials

Q3 2026

Income statement

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Revenue$12.4B-0.5%
Net income$1.9B+1.5%
EPS (diluted)$9.04+9.7%

Balance sheet

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Cash & equivalents$766.0M+5.1%
Total debt$9.8B+5.9%
Total equity$29.0B-8.3%
Total assets$142.09B-1.1%

Cash flow

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Operating cash flow$3.9B-8.3%

Valuation & ratios

Valuation

as of 09/30/26
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Market cap$74.36B+18.3%
Enterprise value$83.41B+16.8%
P/E8.9×-1.8×
P/S1.5×+0.2×

Profitability

See full
Net margin17%+4.9pp

Returns & leverage

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Return on equity27.5%+7.7pp
Debt / equity0.3×0.0×

FAQ

When did The Travelers Companies report Q3 2026 earnings?
The Travelers Companies (TRV) reported Q3 2026 earnings on October 16, 2026 before market open.
What were The Travelers Companies's Q3 2026 revenue and EPS?
The Travelers Companies reported revenue of $12.4B and diluted eps of $9.04 for Q3 2026.
Did The Travelers Companies beat estimates in Q3 2026?
Revenue beat the consensus estimate of $11.4B by $1.1B.
How did The Travelers Companies's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 0.5% from $12.5B a year earlier.
Where can I find The Travelers Companies's Q3 2026 SEC filings?
You can read the 8-K earnings release (0000086312-26-000180) and the 10-Q periodic report (0000086312-26-000181) directly on SEC EDGAR. The filing index links above go to sec.gov.