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Did Essent Group Beat Earnings?
Essent Group (ESNT) reported Q2 '26 revenue of $363M, up 11.2% year-over-year, with reported EPS of $2.08. That topped the $1.77 analyst estimate by 17.5% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Essent Group’s job postings, web traffic, and employee business outlook. See the full ESNT stock analysis or the earnings calendar for upcoming reports.
ESNT Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $1.77 | $2.08 | Beat +17.5% |
| Q1 '26 | $1.75 | $1.82 | Beat +4.0% |
| Q4 '25 | $1.74 | $1.60 | Missed -8.0% |
| Q3 '25 | $1.77 | $1.67 | Missed -5.6% |
| Q2 '25 | $1.71 | $1.93 | Beat +12.9% |
| Q1 '25 | $1.65 | $1.69 | Beat +2.4% |
Essent Group Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 317M | 339M | 324M | 326M | 319M | 312M | 330M | 363M |
| Gross margin | 90.3% | 87.9% | 90.3% | 94.8% | 85.9% | 82.1% | 85.4% | 86.5% |
| Operating margin | 65.6% | 57.5% | 63.9% | 70.9% | 62.5% | 59.1% | 62.7% | 63.5% |
| Net income | 176M | 168M | 175M | 195M | 164M | 155M | 172M | 190M |
| Net margin | 55.6% | 49.5% | 54.1% | 59.9% | 51.5% | 49.6% | 52.1% | 52.3% |
| EPS | $1.65 | $1.58 | $1.69 | $1.93 | $1.67 | $1.60 | $1.82 | $2.08 |
Essent Group Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Essent Group’s quarterly revenue moved from $317M to $363M. Net margin compressed from 55.6% to 52.3%, against a 86.5% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Essent Group has beaten Wall Street EPS estimates in 4 of its last 8 reported quarters.
When Is Essent Group’s Next Earnings Date?
Essent Group reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the ESNT earnings calendar.
Frequently Asked Questions: Essent Group Earnings
Essent Group's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Essent Group reported Q2 '26 EPS of $2.08 on revenue of $363M (+11.2% YoY). Essent Group beat estimates, reporting $2.08 vs. the $1.77 estimate.
Essent Group reported Q2 '26 revenue of $363M, up 11.2% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the ESNT AI Score.
