CNA Financial (CNA) Q2 Earnings and Revenues Surpass Estimates

Company Performance - CNA Financial reported quarterly earnings of $1.23 per share, exceeding the Zacks Consensus Estimate of $0.94 per share, and showing an increase from $1.19 per share a year ago, representing an earnings surprise of +30.85% [1] - The company posted revenues of $3.37 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.47%, compared to revenues of $3.13 billion in the same quarter last year [2] - Over the last four quarters, CNA Financial has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Outlook - CNA Financial shares have underperformed the market, losing about 9.3% since the beginning of the year, while the S&P 500 has gained 6.1% [3] - The current consensus EPS estimate for the coming quarter is $1.10 on revenues of $3.44 billion, and for the current fiscal year, it is $4.19 on revenues of $13.43 billion [7] - The estimate revisions trend for CNA Financial was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Insurance - Property and Casualty industry, to which CNA Financial belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]