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AFG

American Financial Group, Inc.

American Financial Group (AFG) Q2 2026 earnings

Published Aug 4, 2026 · Filed Aug 5, 2026

AI summary

  • Revenue $2.03B, up 5.5% from $1.92B a year ago.
  • Adjusted EPS $2.82 beat the $2.37 consensus by $0.45, up from $2.14 a year ago.
  • American Financial Group reported second quarter net earnings of $248 million, up from $174 million last year.
  • Core net operating earnings rose to $234 million, driven by higher underwriting profit and investment returns.
  • The Specialty P&C insurance segment achieved a record pretax operating income of $350 million.

Results vs analyst consensus

Revenue

Reported

$2.03B

Consensus not captured before release

Not verified against provider data.

+5.5% YoY

Adjusted EPS

Reported · Core net operating earnings

$2.82

Consensus $2.37

Beat by $0.45

GAAP EPS: $2.99

Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.

Next quarter outlook

No guidance in this release.

What to watch

  • Earnings include non-core items such as net realized gains and losses that may not reflect ongoing operations.
  • Alternative investment earnings can vary significantly from quarter to quarter.
  • The company expects to recognize a pretax core operating gain of $125 million from a pending property sale.
Read original report

Source: American Financial Group, Inc. press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.