W. R. Berkley(US:WRB) ZACKSยท2025-10-13 15:01Core Viewpoint - W.R. Berkley (WRB) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the earnings report expected to influence the stock price significantly depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is projected to show earnings of $1.05 per share, reflecting a year-over-year increase of +12.9%, with revenues expected to reach $3.67 billion, up 7.8% from the previous year [3]. - The consensus EPS estimate has been revised 0.22% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +1.71% for W.R. Berkley, suggesting a likelihood of beating the consensus EPS estimate [12]. - The company holds a Zacks Rank of 3, which, when combined with the positive Earnings ESP, indicates a strong potential for an earnings beat [12]. Historical Performance - In the last reported quarter, W.R. Berkley exceeded the expected earnings of $1.03 per share by delivering $1.05, resulting in a surprise of +1.94% [13]. - Over the past four quarters, the company has successfully beaten consensus EPS estimates three times [14]. Industry Context - Travelers (TRV), a peer in the insurance industry, is expected to report earnings of $5.56 per share, marking a year-over-year increase of +6.1%, with revenues projected at $12.35 billion, up 4.2% [18][19]. - Travelers has an Earnings ESP of +4.92% and has consistently beaten consensus EPS estimates in the last four quarters [20].