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Essent Group Ltd.
Essent Group Ltd.. Spoken Alpha tracks ESNT's earnings calls, guidance changes, and executive accountability over time.
Spoken Alpha tracks ESNT's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 60% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.47 | $1.29 | +13.6% | -2.3% | -3.1% |
| Q4 FY2026 | $1.33 | $1.22 | +9.4% | +5.9% | +7.0% |
| Q3 FY2026 | $1.64 | $1.34 | +22.1% | +8.0% | +5.3% |
| Q2 FY2026 | $1.72 | $1.47 | +17.2% | +0.4% | -1.1% |
| Q1 FY2025 | $1.45 | $1.29 | +12.4% | +2.8% | +4.1% |
| Q4 FY2025 | $1.49 | $1.26 | +17.9% | +5.6% | +6.6% |
| Q3 FY2025 | $1.46 | $1.25 | +16.6% | -1.8% | +0.3% |
| Q2 FY2025 | $1.82 | $1.55 | +17.7% | -0.2% | +2.0% |
| Q1 FY2024 | $1.76 | $1.45 | +21.2% | -2.6% | -2.7% |
| Q4 FY2024 | $1.71 | $1.49 | +14.7% | +2.3% | +4.8% |
Spoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q3 FY2026
CFO since 2026 • 2/2 beats (100%) • last guidance raise Q2 FY2026
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
OTHER since 2025 • 3/4 beats (75%) • last call held guidance Q3 FY2026
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ESNT.
curl https://api.spokenalpha.com/v1/companies/ESNT