AXA S.A. (CSp)

AXA’s adjusted EPS came in line with consensus for the first half of fiscal 2026, with results reported July 31, as EPS of EUR 2.17 matched closely against the EUR 2.16 estimate (+0.5%, in line) and rose from EUR 2.06 a year ago. Revenue for the half-year reached about EUR 59.6 billion, while profitability included operating income of roughly EUR 5.6 billion and an operating margin of around 10%. Net income increased 6.3% year over year to about EUR 4.2 billion, up from roughly EUR 3.9 billion in the prior-year period. On capital returns, the company paid about EUR 4.9 billion in dividends over the half-year. For the next period, consensus calls for EPS of EUR 1.99.