RLI Corp. remains a structurally profitable specialty underwriter, with combined ratios ranging from 63.4% in 2026Q2 to 89.2% in 2024Q4 and a latest-quarter print of 79.0%, supported by a fortress balance sheet carrying a debt-to-equity ratio of just 0.18 and $6.4B of assets against $1.7B of equity.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 19, 2026 | $0.86+60.4% vs $0.54 | $477M-10.6% vs $534M |
Q3 2026 Jul 22, 2026 | $0.83+14.8% vs $0.72 | $580M+1.9% vs $569M |
Q2 2026 Apr 22, 2026 | $0.83-2.4% vs $0.85 | $504M+2.9% vs $490M |
Q1 2026 Jan 21, 2026 | $0.94+15.3% vs $0.81 | $463M-3.8% vs $482M |
RLI Corp. (RLI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
RLI produced an 86% combined ratio in the third quarter. Excess property premium fell 17% as competitors expanded market capacity.
RLI Corp. ( RLI ) Q3 2026 Earnings Call October 20, 2026 11:00 AM EDT Company Participants Craig Kliethermes - President, CEO & Director Aaron Diefenthaler - Chief Financial Officer Jennifer Klobnak - Chief Operating Officer Conference Call Participants Michael Phillips - Oppenheimer & Co. Inc., Research Division Hristian Getsov - Wells Fargo Securities, LLC, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Charles Peters - Raymond James & Associates, Inc., Research Division Sidney Schultz - Jefferies LLC, Research Division Mark Hughes - Truist Securities, Inc., Research Division Presentation Operator Good morning, and welcome to the RLI Corp. Third Quarter Earnings Teleconference. After management's prepared remarks, we will open the conference up for question and answers.
RLI NYSE: RLI reported third-quarter operating earnings of $0.86 per share, up from $0.82 a year earlier, as underwriting profitability and higher investment income offset competitive conditions in several specialty insurance markets.
Benchmark RLI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for RLI Corp. (RLI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $68.35 | $6.27B | 15.96 | 6.33% | 20.34% | 22.5% | 3.83% | |
| $383.73 | $8.74B | 16.44 | 18.04% | 26.89% | 26.66% | 0.18% | |
| $3.89 | $179.86M | 5.98 | -2.83% | 4.68% | 4.68% | 4.23% | |
| $107.28 | $37.48B | 8.37 | 14.27% | 23.19% | 18.35% | 0.02% | |
| $347.35 | $14.43B | 8.94 | 9.45% | 17.07% | 8.26% | 0.48% | |
| $273.07 | $12.61B | 24.79 | 7.17% | 13.97% | 23.86% | 1.77% |
RLI Corp. (RLI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
RLI Corp. (RLI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Oct 19, 2026·SEC
Jul 28, 2026·SEC
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RLI Corp. (RLI) stock FAQ — growth, dividends, profitability & financials explained
RLI Corp. (RLI) grew revenue by 4.6% over the trailing twelve months, compared with the twelve months before.
Yes. RLI Corp. (RLI) earned $395.1M in net income over the trailing twelve months (a 20.3% net margin).
Yes. RLI Corp. (RLI) pays a dividend that yields 3.83% at the current price, a moderate yield.
RLI Corp. (RLI) had a return on equity (ROE) of 22.5% over the trailing twelve months. That is well above the market's typical 10-15%.
RLI Corp. (RLI) has a combined ratio of 72.5%. A ratio below 100% indicates underwriting profitability.
