For the quarter ended June 2026, American Financial Group (AFG Quick QuoteAFG - Free Report) reported revenue of $1.94 billion, up 4.6% over the same period last year. EPS came in at $2.82, compared to $2.14 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.93 billion, representing a surprise of +0.65%. The company delivered an EPS surprise of +17.01%, with the consensus EPS estimate being $2.41.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how American Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Property and Casualty combined ratio - Specialty - Loss and LAE Ratio: 58.9% versus 61.3% estimated by four analysts on average.
• Property and Casualty combined ratio - Specialty - Underwriting Expense Ratio: 32.6% versus 31.6% estimated by four analysts on average.
• Property and Casualty combined ratio - Specialty - Combined Ratio: 91.5% versus the four-analyst average estimate of 92.9%.
• Specialty Casualty - Loss and LAE Ratio: 64.6% compared to the 66% average estimate based on three analysts.
• Specialty Casualty - Underwriting Expense Ratio: 29.9% versus the three-analyst average estimate of 28.8%.
• Revenues- Net investment income: $221 million versus $197.85 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +20.1% change.
• Revenues- Net earned premiums: $1.69 billion versus the four-analyst average estimate of $1.75 billion. The reported number represents a year-over-year change of +2.9%.
• Specialty Casualty- Net earned premium: $814 million versus $815.28 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.9% change.
• Property and Transportation- Net earned premium: $590 million compared to the $654.89 million average estimate based on three analysts. The reported number represents a change of +2.4% year over year.
• Specialty Financial- Net earned premium: $290 million versus $288.26 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
• Revenues- Other income: $29 million compared to the $31.37 million average estimate based on two analysts. The reported number represents a change of +7.4% year over year.
• Revenues- Income of managed investment entities- Investment income: $69 million versus $61.39 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change.

View all Key Company Metrics for American Financial here>>>

Shares of American Financial have returned -0.1% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.