Crawford & Co. (CRD-A)
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-04
$13.27-1.26%
Close 2026-09-04 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-04
QuarterlyIQ Insights · CRD-A
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 21.8% |
| Our one-year growth estimate | diamond | 0.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 20.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 13 industry peers · Company calendar date is not available
CRD-A — earnings in line
Dated 2026-05-04
Results of Operati ons and Financial Condition On May 4, 2026, Crawford & Company (the "Company") issued a press release containing information about the Company's financial results for the first quarter 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by this reference.
Why it matters: Weak GDP growth could signal economic challenges for Crawford & Co. This may affect their revenue and profitability.
Worry ifGDP growth reported below 2% in the June 25, 2026 estimate.
Less concerning ifGDP growth reported above 2% in the June 25, 2026 estimate.
Why it matters: Stable revenue is key for keeping investor trust. It shows what management cares about.
Watch forRevenue remains stable or declines less than 1% in the next quarter.
Also watch forRevenue declines more than 1% in the next quarter.
Why it matters: Stable revenue supports management's goal to maintain revenue levels. It reflects business health.
Supportive ifQ2 revenue reported between $320M and $335M.
Worry ifQ2 revenue drops below $320M.
Why it matters: A drop in sector revenue growth signals a broader slowdown. It may impact Crawford's performance.
Worry ifSector revenue growth reported below its median.
Less concerning ifSector revenue growth remains above its median.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$119 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $307 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,118 loss on $10,000 · 21.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Gaining new business helps growth. It shows management cares about clients.
Supportive ifCrawford wins new business contracts totaling more than $20 million in Q3.
Worry ifNew business wins fall below $10 million in Q3.
Why it matters: Growth in adjusted operating earnings means more money. It also shows better efficiency.
Supportive ifQ3 adjusted operating earnings are more than $30 million.
Worry ifQ3 adjusted operating earnings are less than $25 million.
Why it matters: Revenue in this segment has been declining. A significant drop could signal deeper issues.
Worry ifU.S. Property and Casualty revenue drops more than 10% year over year in Q3.
Less concerning ifU.S. Property and Casualty revenue stabilizes or grows year over year.
Why it matters: A bigger decline would show ongoing problems in keeping revenue steady in a mixed market.
Worry ifQ3 revenues before reimbursements decrease more than 1% year over year.
Less concerning ifQ3 revenues before reimbursements stay stable or grow compared to last year.
Why it matters: Winning more new business would help management focus on growth and clients.
Supportive ifNew business wins in Q3 exceed $20 million.
Worry ifNew business wins in Q3 fall below $10 million.
Why it matters: An increase would show strong cash flow and management's promise to give value to shareholders.
Supportive ifThe Board approves a dividend increase beyond $0.08 per share.
Worry ifThe Board maintains the dividend at $0.08 per share or reduces it.
Why it matters: Higher operating income would show good cost management and more money made.
Supportive ifOperating income in Q3 is over $30 million.
Worry ifOperating income in Q3 falls below $25 million.