Core Viewpoint - American Financial Group (AFG) reported quarterly earnings of $2.14 per share, exceeding the Zacks Consensus Estimate of $2.08 per share, but down from $2.56 per share a year ago, indicating a mixed performance in earnings [1][2]. Earnings Performance - The earnings surprise for the quarter was +2.88%, while the previous quarter saw a surprise of -16.59% with actual earnings of $1.81 per share against an expectation of $2.17 [1][2]. - Over the last four quarters, AFG has surpassed consensus EPS estimates only once [2]. Revenue Analysis - AFG's revenues for the quarter ended June 2025 were $1.86 billion, missing the Zacks Consensus Estimate by 9.22%, compared to $1.8 billion in the same quarter last year [2]. - The company has exceeded consensus revenue estimates two times in the last four quarters [2]. Stock Performance - AFG shares have declined approximately 9.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3]. Future Outlook - The company's earnings outlook will be crucial for investors, particularly in light of management's commentary during the earnings call [4]. - Current consensus EPS estimate for the upcoming quarter is $2.75 on revenues of $2.19 billion, and for the current fiscal year, it is $9.88 on revenues of $8.22 billion [7]. Industry Context - The Insurance - Property and Casualty industry, to which AFG belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, indicating potential challenges ahead [8].
American Financial Group (AFG) Q2 Earnings Top Estimates