AGO kept 20.30% of Q2 FY2026 revenue as profit. Revenue −29.64% on Q1 FY2026, −2.48% on Q2 FY2025.
Revenue
$197M▼ −29.64% q/q
Gross profit
$197M▼ −29.64% q/q
100.00% margin
Operating income
$92M▲ +12.20% q/q
46.70% margin
Operating expenses
$105M▼ −46.97% q/q
Other operating $61M
SG&A $39M
Other operating $5M
Pre-tax income
$49M▼ −24.62% q/q
Net income
$40M▼ −52.94% q/q
20.30% margin
Tax
$9M▲ +145.00% q/q
Other expense
$43M
Revenue$197M
Gross profit$197M100.00%
Operating income$92M46.70%
Pre-tax income$49M
Net income$40M20.30%
Cost of revenue
$0 · 0.00%
Operating expenses
$105M · 53.30%
Tax
$9M · 4.57%
Other expense leaves
$43M · 21.83%
Standardized lines from AGO’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Earnings history
implied in pale · realized in full ink
The record starts accreting with the next priced report.
2-quarter memory
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
456
0%
Sep 18
2d
▲ 2%
539
2,474
0%
Oct 16
30d
0%
1,211
430
0%
Jan 15
121d
0%
2,874
putscalls
Event sensitivity
release-day history · not a forecast
NFPjobs report3.0×up 3 of 8±3.2% vs ±1.1% · 8
CPIconsumer prices1.3×up 2 of 9±1.4% vs ±1.1% · 9
FOMCrate decision1.1×up 13 of 24±1.2% vs ±1.1% · 24
PCEpersonal income & outlays1.0×up 7 of 17±1.1% vs ±1.1% · 17
GDPgross domestic product0.8×up 8 of 17±0.8% vs ±1.1% · 17
CPROFcorporate profits0.8×up 4 of 10±0.8% vs ±1.1% · 10
PPIproducer prices0.7×up 2 of 9±0.8% vs ±1.1% · 9
How AGO has moved on past release days against its ordinary ±1.1% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.