Chubb (CB) Beats Q3 Earnings and Revenue Estimates

Core Insights - Chubb reported quarterly earnings of $7.49 per share, exceeding the Zacks Consensus Estimate of $5.94 per share, and showing an increase from $5.72 per share a year ago, resulting in an earnings surprise of +26.09% [1][2] - The company achieved revenues of $16.14 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.61% and up from $15.01 billion year-over-year [2] - Chubb has consistently surpassed consensus EPS estimates over the last four quarters, while revenue estimates have been met only once in the same period [2] Earnings Outlook - The future performance of Chubb's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $6.25 on revenues of $15.14 billion, and for the current fiscal year, it is $22.01 on revenues of $59.45 billion [7] Industry Context - The Insurance - Property and Casualty industry, to which Chubb belongs, is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]