OSG · Octave Specialty Group Inc
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AI Brief
Q2 FY26 earnings call · Aug 7, 2026TL;DR. Octave Specialty Group raised consolidated adjusted EBITDA guidance to $45 million (from $40 million) but lowered Everspan adjusted EBITDA guidance to $6 million (from $7.5 million) and slashed full-year adjusted net income per share guidance to $0.15–$0.20 (from $0.50), citing higher acquisition costs at Everspan and revised interest/depreciation/tax/NCI assumptions. Insurance Distribution delivered Q2 organic revenue growth of 44% and nearly fourfold adjusted EBITDA growth year-over-year, while Everspan's combined ratio improved more than 600 bps year-over-year.
- + Raised full-year consolidated adjusted EBITDA guidance to $45 million from $40 million.
- + Everspan Q2 combined ratio improved more than 600 bps year-over-year, with loss ratio falling to 61.4%.
- + Revised Everspan adjusted EBITDA guidance of $6 million still represents a 58% increase over 2025's $3.8 million.
- − Cut Everspan 2026 adjusted EBITDA guidance to $6 million from $7.5 million due to higher-than-expected acquisition/onboarding costs.
- − Cut full-year adjusted net income per share guidance to $0.15–$0.20 from $0.50, citing updated interest, depreciation, taxes, and NCI assumptions.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Technicals
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Versus peers
Insurance - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OSG
this stock
Octave Specialty Group Inc
|
$204.53M | -41.6% | +6.5% | — | 3.5% |
|
FNF
Fidelity National Financial, Inc.
|
$12.34B | -15.7% | +5.6% | — | 3.1% |
|
FAF
First American Financial Corp
|
$7.53B | +19.8% | +21.6% | 10.2 | 5.5% |
|
AXS
Axis Capital Holdings Ltd
|
$7.28B | -6.8% | +10.2% | 7.4 | 2.8% |
|
ACT
Enact Holdings, Inc.
|
$6.69B | +22.2% | +2.8% | 10.2 | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OSG | +0.7% | -19.4% | -13.0% | +4.1% | -41.7% |
| SPY | -0.5% | -1.2% | +12.6% | -0.7% | +11.7% |
| vs SPY | +1.2% | -18.1% | -25.7% | +4.8% | -53.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.