TR
The Travelers Companies Inc.
TRV · The Travelers Companies Inc. · Financials
Up next day
7/12
58%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±1.1%
typical swing on earnings
Price when beating
+0.1%
avg over 10 beats
Biggest single move
-2.5%
'23.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 6 of 10 beats (60%)
Reaction is erratic and hard to predict
Avg +0.1% on a beat, -0.3% on a miss
vs Financials sector avg (202 peers)
This
0.0%
Sector
+0.3%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
4xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 15Before open
'26.9 expectedEst. EPS $6.83
Quarter ended 6/2026
Reported 2026-07-17
Next-day move
-0.1%
After 5 days +5.0%
vs Consensus$5.39→$10.04+86.1% beat
EPS
$10.04
YoY +54%
Revenue
$12.2B
YoY +0%
Next-Q guidance
—
N/A
Price around earnings
+24% run-up before
Earnings trend · last 12 quarters
EPS$10.04YoY +54%
'23.9'26.6
Revenue$12.2BYoY +0%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
6x50%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 6 of 12q (50%)
Community · TRV
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