$AFG (AMERICAN FINANCIAL GROUP) — 8-K: AFG Q3 FY26: Adj EPS $3.97 Beats Street by $0.15 (+4.0%) on Record P&C Operating Income

Adjusted EPS of $3.97 beat consensus of $3.82 by $0.15 (+4.0%), with net income of $282M. Revenue came in at $2,583M, up 10.8% YoY. The beat was driven by record third quarter pretax P&C operating income of $406M, fueled by higher net investment income — including $126M pretax from the Charleston Harbor Resort & Marina sale — and 9% growth in net written premiums.

Adjusted EPS of $3.97 beat consensus of $3.82 by $0.15 (+4.0%), with net income of $282M. Revenue came in at $2,583M, up 10.8% YoY. The beat was driven by record third quarter pretax P&C operating inc