RLI (RLI) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.86
- Estimate
- $0.53
- Surprise
- +61.1%
- Revenue (period 2026-09-30)
- $477.0M
- Score at report (before → after)
- 6.2 → 6.4/10
Revenue source: xbrl.
How the report landed
RLI (RLI) beat the $0.53 estimate with adjusted EPS of $0.86 — a large 61.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.2/10) to Hold at 6.4/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates RLI Hold at 4.7/10.
4 of the last 4 quarters beat the estimate; this quarter's +61.1% surprise compares with a +24.6% four-quarter average. Next scheduled report: 2027-01-20.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Strong earnings beat streak (4/4)
What argues against it
- Analyst target reached - limited upside remaining
- Weak overall score: 4.7/10
- Weak growth
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $68.04
- Stop
- $63.74
Forward estimates sit below the trailing run-rate (24.7× forward vs 16.0× trailing) — consensus expects earnings to decline from here.
Model outputs from TrendMatrix’s engine as of 2026-11-09 — shown for context, not personalized investment advice.
RLI at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance - Property & Casualty
- Market cap
- $6.27B
- P/E (fwd)
- 24.7
- P/E (ttm)
- 16.0
- 52-week range
- $47.26–$71.90
- Off 52-week high
- 5.4%
- RSI (14)
- 67
- Volume vs avg
- 0.14×
- Score today
- 4.7/10