Fidelis Insurance (FIHL) faces revenue decline expectations ahead of Q1 results

Fidelis Insurance (NYSE: FIHL) is scheduled to report first-quarter results after the market close on May 15, 2026, with analysts expecting revenue to fall 11.4% year over year. The specialty insurer missed revenue expectations in the prior quarter, reporting $600.9 million, down 10.8% from a year earlier, alongside weaker-than-expected net premiums earned. The company has missed Wall Street revenue estimates multiple times over the past two years. Peers have posted mixed first-quarter results. Hamilton Insurance Group revenue fell 1.3% year over year but beat estimates by 14.1%, while Reinsurance Group of America revenue rose 24.3% and topped forecasts by 3.1%. Their shares fell 3.6% and 1%, respectively, after results. Fidelis shares are up 3.4% over the past month, compared with flat performance across the reinsurance group, and trade at $20.72 versus an average analyst price target of $22.39.