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Fairfax Financial Holdings . Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $36.17 |
| EPS actual | $31.11 |
| EPS Surprise | -13.99% |
| Revenue estimate | 8.615B |
| Revenue actual | 8.809B |
| Revenue Surprise | 2.25% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.525 |
| EPS actual | $0.576 |
| EPS Surprise | 9.72% |
| Revenue estimate | 7.618B |
| Revenue actual | 7.714B |
| Revenue Surprise | 1.26% |
| Release date | Nov 06, 2025 |
| EPS estimate | $41.00 |
| EPS actual | $52.04 |
| EPS Surprise | 26.93% |
| Revenue estimate | 8.574B |
| Revenue actual | 7.548B |
| Revenue Surprise | -11.96% |
| Release date | Jul 31, 2025 |
| EPS estimate | $60.25 |
| EPS actual | $61.61 |
| EPS Surprise | 2.26% |
| Revenue estimate | 9.296B |
| Revenue actual | 11.725B |
| Revenue Surprise | 26.13% |
Last 4 Quarters for Fairfax Financial Holdings .
Below you can see how FRFHF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $1,780.00 |
| EPS estimate | $60.25 |
| EPS actual | $61.61 |
| EPS surprise | 2.26% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $1,785.51 |
| Jul 28, 2025 | $1,793.10 |
| Jul 29, 2025 | $1,819.75 |
| Jul 30, 2025 | $1,777.10 |
| Jul 31, 2025 | $1,780.00 |
| Aug 01, 2025 | $1,739.15 |
| Aug 04, 2025 | $1,754.00 |
| Aug 05, 2025 | $1,748.25 |
| Aug 06, 2025 | $1,738.45 |
| 4 days before | -0.309% |
| 4 days after | -2.33% |
| On release day | -2.29% |
| Change in period | -2.64% |
| Release date | Nov 06, 2025 |
| Price on release | $1,561.22 |
| EPS estimate | $41.00 |
| EPS actual | $52.04 |
| EPS surprise | 26.93% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $1,623.50 |
| Nov 03, 2025 | $1,596.00 |
| Nov 04, 2025 | $1,590.02 |
| Nov 05, 2025 | $1,580.00 |
| Nov 06, 2025 | $1,561.22 |
| Nov 07, 2025 | $1,568.00 |
| Nov 10, 2025 | $1,585.00 |
| Nov 11, 2025 | $1,574.78 |
| Nov 12, 2025 | $1,605.99 |
| 4 days before | -3.84% |
| 4 days after | 2.87% |
| On release day | 0.434% |
| Change in period | -1.08% |
| Release date | Feb 19, 2026 |
| Price on release | $1,700.00 |
| EPS estimate | $0.525 |
| EPS actual | $0.576 |
| EPS surprise | 9.72% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $1,710.00 |
| Feb 13, 2026 | $1,729.60 |
| Feb 17, 2026 | $1,735.93 |
| Feb 18, 2026 | $1,740.92 |
| Feb 19, 2026 | $1,700.00 |
| Feb 20, 2026 | $1,707.88 |
| Feb 23, 2026 | $1,710.00 |
| Feb 24, 2026 | $1,690.62 |
| Feb 25, 2026 | $1,702.31 |
| 4 days before | -0.585% |
| 4 days after | 0.136% |
| On release day | 0.464% |
| Change in period | -0.450% |
| Release date | Apr 30, 2026 |
| Price on release | $1,726.23 |
| EPS estimate | $36.17 |
| EPS actual | $31.11 |
| EPS surprise | -13.99% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $1,779.00 |
| Apr 27, 2026 | $1,732.89 |
| Apr 28, 2026 | $1,714.99 |
| Apr 29, 2026 | $1,712.21 |
| Apr 30, 2026 | $1,726.23 |
| May 01, 2026 | $1,598.80 |
| May 04, 2026 | $1,625.96 |
| May 05, 2026 | $1,662.99 |
| May 06, 2026 | $1,625.60 |
| 4 days before | -2.97% |
| 4 days after | -5.83% |
| On release day | -7.38% |
| Change in period | -8.62% |
Fairfax Financial Holdings . Earnings Call Transcript Summary of Q1 2026
Fairfax delivered a strong start to 2026 with operating income from insurance and reinsurance companies (undiscounted, before risk margin) of $1.2 billion in Q1 2026 (vs. $686M in Q1 2025). Underwriting income was $382M, interest and dividend income $561M, and share of profits from associates $271M. The quarter included net investment mark-to-market losses of $386M (primarily on bonds), producing consolidated net earnings of $696M. Book value per share was $1,250 at quarter-end (up 0.5% from year-end 2025 after adjusting for a $15 dividend). Fairfax repurchased 375,000 shares for cancellation ($631M). Management expects to close two material second‑quarter transactions: sale of half its Poseidon stake for ~$1.9B (estimated pretax gain ≈ $837M) and sale of Eurolife life operations for ~€813M (~$935M, pretax gain ≈ $350M). Fairfax and partners are also pursuing a take‑private transaction for Kennedy Wilson (offer $10.90/sh), awaiting approvals. Investment strategy emphasized safety and flexibility: $49.8B in fixed income (duration 2.2 years, yield ~5%), $26.6B in equity/equity‑exposed investments; Hamblin Watsa highlights the ability to invest in both public and private opportunities. Insurance metrics: gross premiums written in Q1 were $8.7B (up 4.1% YoY) and annualized gross premiums ~$33B; combined ratio improved to 94.1% (from 98.5% in Q1 2025), helped by lower catastrophe losses. International insurance grew strongly (gross premiums +16.4% YoY) and now represents ~20% of gross premiums. Reserve development was favorable by $86M. Holding company liquidity: ~$2.5B cash and investments, modest draw ($300M) on a $2B revolver, and book value headroom (fair value over carrying value) of ~$3.9B in noninsurance associates and market‑traded subsidiaries. Management reiterated underwriting discipline and a long‑term investment horizon; noted minimal losses so far from the Iran conflict affecting Gulf operations. Key risks remain investment mark‑to‑market volatility and the timing/approval of announced transactions.
