Renaissancere Holdings LTD reports results on Tuesday 27 October, after the market closes. Today’s growth rate sits near the bottom of the company’s own record. Revenue over the twelve months to Q2 2026 was $11.1 billion, which fell 14.0% on the year before.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $15.62 | $9.50 |
| Dec '25 | $13.34 | $10.41 |
| Mar '26 | $13.75 | $11.22 |
| Jun '26 | $12.92 | $11.75 |
What analysts expect
Analysts have been raising their forecasts going into the report. For the quarter, the analysts’ average EPS estimate is $10.41, in a range from $5.82 to $14.24. The average revenue estimate for the quarter is $1.7 billion. Meanwhile, the analysts’ average estimate for full-year EPS is $46.88, which would be up 19.9% on last year (based on 16 analysts). That estimate has risen 7.9% over the past 90 days. Of the analysts’ recommendations, 4 are positive, 13 neutral and 1 negative.
Earnings surprise model
The model estimates EPS could land above the analysts’ average estimate by 12.7%. Its estimated chance of an EPS beat is 75.0%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
Track record against estimates
The company reported EPS above the analysts’ average estimate in 4 of the last 4 quarters. Last quarter, EPS of $12.92 compared with an estimate of $11.75, above it by 10.0%.
The trends going in
Profit and cash are telling different stories: earnings grew far faster. That growth rate was down 6.1 percentage points on the rate a quarter earlier. The trailing net margin was 23.7%. Net income over the twelve months was $2.6 billion, which rose 31.8% on the year before.
The cash picture
The average diluted share count fell 11.8% over the year.
Against its own history
Set against the company’s own record: today’s twelve-month revenue growth rate of −14.0% is higher than 2% of the company’s own past quarterly readings, which have ranged from −16.2% to 102.5%.
Questions this report will answer
Whether the slowdown in revenue growth continues. Whether results land above or below the analysts’ expectations set out above. Alongside that, whether margins hold at the trailing levels above. The next filing will show whether the trends above continue, slow or reverse.
The valuation angle
Our model translates these figures into value. In our model, growth 5 percentage points lower would lower the value by 29.5%, and 5 percentage points higher would raise it by 38.8%. A free-cash-flow margin 1 percentage point lower would lower it by 3.5%.
