Company intelligenceTRV
Travelers Companies
NYSE · Fire, Marine & Casualty Insurance
Q3 FY2026Quarter ended Sep 30, 2026Data as of Oct 16, 2026
This quarter's figures come from the company's SEC filing.
Blockhaven company read
Revenue fell 0.5% year over year, after growth of 0.3% in the prior quarter.
Margins were roughly stable year over year.
Business trendStableRevenue was roughly as far below a year earlier as in the prior quarter and GAAP net income was roughly steady.
Latest reported quarter
Reported Oct 16, 2026
RevenueGAAP
- Latest
- $12.4 billion
- Year ago
- $12.5 billion
- Change
- −0.5% (Down year over year)
Net incomeGAAP
- Latest
- $1.92 billion
- Year ago
- $1.89 billion
- Change
- +1.5% (Up year over year)
Diluted EPSGAAP
- Latest
- $9.04
- Year ago
- $8.24
- Change
- +9.7% (Up year over year)
Diluted sharesGAAP
- Latest
- 210.6 million
- Year ago
- 227.5 million
- Change
- −7.4% (Down year over year)
Operating cash flowGAAP
- Latest
- $3.88 billion
- Year ago
- $4.23 billion
- Change
- −8.3% (Down year over year)
Derived from year-to-date filings
| Measure | Basis | Latest quarter | Year ago | Change |
|---|---|---|---|---|
| Revenue | GAAP | $12.4 billion | $12.5 billion | −0.5% (Down year over year) |
| Net income | GAAP | $1.92 billion | $1.89 billion | +1.5% (Up year over year) |
| Diluted EPS | GAAP | $9.04 | $8.24 | +9.7% (Up year over year) |
| Diluted shares | GAAP | 210.6 million | 227.5 million | −7.4% (Down year over year) |
| Operating cash flowDerived from year-to-date filings | GAAP | $3.88 billion | $4.23 billion | −8.3% (Down year over year) |
This quarter's figures come from the company's SEC filing. GAAP unless labelled. Non-GAAP and company-defined measures are labelled.
Growth and margins
Revenue growth
−0.5%
Roughly stable versus +0.3% in the prior quarter (year over year, GAAP).
Margins (GAAP)
- Net margin 15.4%Roughly stable +30 bp vs 15.1% a year ago
Guidance
StatusNone found in the latest release
Recent events
- Capital returnA share repurchase update (per the earnings release)
- Capital returnA dividend announcement (per the earnings release)
Latest earnings
Shares were −5.2% premarket, as of Oct 16, 2026.
- Revenue fell 0.5% year over year, after growth of 0.3% in the prior quarter.
- The company also disclosed a share repurchase update.
Descriptive only: this describes the business from filings and does not claim a beat or miss against expectations, or a cause for any price move.
Latest coverage
Recent reporting from external publishers. This is not Blockhaven research. SEC filing records are official filings, not reporting.
SEC EDGARSEC filingEarnings
Travelers Companies files its quarterly report (Form 10-Q) Opens SEC EDGAR in a new tab
SEC EDGARSEC filingEarnings
Headlines link to the original publishers. Blockhaven does not reproduce third-party article content. Filing times are when the SEC accepted the filing. All times are Eastern Time.
Sources and dates
Filings and dates
- 8-K earnings releasefiled Oct 16, 2026
- SEC filings (10-Q, 10-K financial data)
- Data as of Oct 16, 2026. Quarter ended Sep 30, 2026.
Data health
Figures cross-checked against SEC filings.
- SEC company recordAvailable
- SEC financial dataAvailable
- SEC filing documentsAvailable
- Earnings releaseAvailable
Descriptive company facts from SEC filings and the issuer's own earnings release. GAAP figures are labelled as such. Not investment advice, a rating or a recommendation. Disclosures