Assured Guaranty Beats Q3 2026 Estimates as Revenue Rises 4.0% to $207.0M

Assured Guaranty (AGO) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $207.0 million, up 4.0% from a year earlier, above the $205.7 million estimate, and adjusted EPS was $1.94, down 20% from a year earlier, above the $1.63 estimate.

Shares fell 0.1% in after-hours trading as of 4:03 p.m. ET, to $71.76 from a $71.82 close.

Q3 2026 scorecard

By our calculation, revenue was $1.3 million above the estimate and adjusted EPS was $0.31 above it. The QoQ column compares with the previous quarter's revenue of $195.0 million and adjusted EPS of $1.23. The YoY column compares with $199.0 million and $2.42 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 5 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 6 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $199.0 million, $277.0 million, $261.0 million, $195.0 million and $207.0 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $1.72 and revenue of $208.3 million next quarter, based on 2 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 4.0% increase to $207.0 million.
• Estimate record. Whether Assured Guaranty extends a record of beating EPS estimates in 5 of its last 8 reports.
• Related coverage. See our reports on Atlassian, HA Sustainable Infrastructure Capital, CareTrust REIT and Diodes.

Sources: Results are from Assured Guaranty's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Assured Guaranty's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.