CB · News · 20261021N
Revenue Performance and Mix
Chubb Ltd · 2026-10-21 · Importance 42 · Surprise 14 · No source text
Chubb reported third-quarter 2026 revenue of $16.81 billion, up 4.2% year over year and $90 million above the $16.72 billion consensus estimate. Consolidated net premiums earned increased 3.9% year over year to $14.92 billion. Record investment income and higher life insurance income supported revenue and earnings growth during the quarter.
Key facts
- Chubb reported revenues of $16.81 billion in Q3 2026, surpassing the consensus mark of $16.72 billion by 0.55%. source
- Consolidated net premiums earned rose 3.9% year over year to $14.92 billion. source
- Chubb's sales rose 4.2% year on year to $16.81 billion in Q3 2026. source
- Zacks upgraded Chubb to a Rank #2 (Buy). source
- Company executives discussed an optimistic outlook for growth in North America and Asia on the Q3 2026 earnings call. source
- Over the past 5 years, Chubb has returned 105.5%. source
- Chubb has a year-to-date share price return of 15.38% and a 1-month share price gain of 5.02%, while total shareholder return over five years is 105.47%. source
- Chubb's P/E is 12.3x. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +4.2% | Chubb's sales rose 4.2% year on year to $16.81 billion in Q3 2026. |
| revenue | positive | realized | +3.5% | Consolidated net premiums earned rose 3.9% year over year to $14.92 billion. |