Stewart Information Services (STC) Q2 2026 earnings summary

Executive summary

• Total revenues rose 25% year-over-year to $899.2 million ($895.8 million adjusted), driven by strong performance in both title and real estate solutions segments.

• Net income increased to $37.2 million ($42.9 million adjusted), up from $31.9 million ($38.0 million adjusted) in the prior year quarter.

• Diluted EPS was $1.21 ($1.39 adjusted), compared to $1.13 ($1.34 adjusted) a year ago.

• Pretax income before noncontrolling interests reached $55.1 million ($62.8 million adjusted), up from $46.8 million ($54.9 million adjusted) year-over-year.

Financial highlights

• Operating revenues grew to $880.97 million from $705.20 million year-over-year.

• Net cash provided by operations improved to $60.5 million from $53.4 million in the prior year quarter.

• Pretax margin was 6.1% (7.0% adjusted), compared to 6.5% (7.6% adjusted) in the prior year quarter.

• Adjusted net income per diluted share was $1.39, up from $1.34 year-over-year.

Outlook and guidance

• Management remains focused on growing all business lines and delivering best-in-class service despite ongoing housing market headwinds.

• Forward-looking statements caution about risks from economic volatility, real estate activity levels, and geopolitical tensions.