American Financial Group (AFG) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
American Financial Group (AFG) last issued guidance on February 3, 2026 for fiscal year 2026. The company guided earnings per share in the range of $11 - $11, compared to a consensus EPS estimate of $10.77.
Compared to prior guidance, American Financial Group raised its EPS outlook from a previous range of $10.5 - $10.5.
American Financial Group has issued 8 guidance updates between November 2, 2022 and February 3, 2026. During this period, the company raised its outlook 3 times and lowered it 2 times, providing investors with insight into management's evolving expectations.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $2.40 | $2.55 | $3.26 | $2.44 |
| Actual | $2.82 | $2.47 | $3.65 | $2.69 |
| Surprise | +17.5% | -3.14% | +12.0% | +10.3% |
| Revenue | ||||
| Estimate | $1.78B | $1.76B | $1.92B | $2.03B |
| Actual | $1.69B | $1.61B | $1.81B | $2.01B |
| Surprise | -4.66% | -8.33% | -5.83% | -1.05% |
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $3.12 | $3.48 | $2.73 | $2.63 |
| Revenue | ||||
| Consensus | $2.04B | $1.87B | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 4, 2026 | $2.82 | $2.40 | 17.5 % |
| Q1 | Apr 29, 2026 | $2.47 | $2.55 | -3.14 % |
| Q4 | Feb 3, 2026 | $3.65 | $3.26 | 12.0 % |
| Q3 | Nov 4, 2025 | $2.69 | $2.44 | 10.3 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 4, 2026 | $1.69B | $1.78B | -4.66 % |
| Q1 | Apr 29, 2026 | $1.61B | $1.76B | -8.33 % |
| Q4 | Feb 3, 2026 | $1.81B | $1.92B | -5.83 % |
| Q3 | Nov 4, 2025 | $2.01B | $2.03B | -1.05 % |