FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFHF) Form 6-K — Nov 3, 2026

$FRFHFForm 6-KFiled Nov 3, 2026, 5:20 PM ET0000915191-26-000006Original filing

Fairfax Financial reported Q3 2026 net earnings attributable to shareholders of $929.6 million, down from $1,151.7 million a year ago, as net losses on investments of $858.7 million (driven by $827.7 million of bond losses from rising rates) offset strong core results. P&C underwriting profit stayed robust at $523.9 million with a 92.5% undiscounted combined ratio, and book value per share rose to $1,349.15 from $1,260.19 at year-end 2025.

Key figures

Eps: $46.45 basic / $43.32 diluted (Q3 2026); $147.60 basic nine-month
Revenue: Insurance revenue of $8,767.8M for Q3 2026; $24,776.8M for first nine months
Net Income: $1,096.9M consolidated Q3 net earnings; $929.6M attributable to shareholders (vs. $1,151.7M in Q3 2025)
Total Debt: $15,060.1M total debt; $11,416.4M excluding non-insurance companies
Revenue Yoy: Q3 insurance revenue up from $8,266.7M YoY (~6%); net premiums written P&C operations +5.4% to $6,907.0M; gross premiums +9.3% to $8,936.9M
Cash Position: $1.9B holding company cash and marketable securities; $8.5B subsidiary cash and short-term investments
Eurolife sale: approximately $906M, pre-tax gain ~$200M
Idbi bank stake: 60.72% for approximately $5.6 billion
Boots commitment: up to approximately $2.3 billion of ~$8.9 billion purchase price, 50% equity
Shares outstanding: 19,947,166 (down 4.4% from Dec 31, 2025)
Book value per share: $1,349.15 vs $1,260.19 at Dec 31, 2025
Buybacks nine months: 1,086,435 subordinate voting shares for $1,771.8M
Underwriting profit q3: $523.9M vs $540.3M
Operating income p c q3: $1,855.2M vs $1,783.5M
Combined ratio undiscounted: 92.5% vs 92.0% in Q3 2025
Total debt to total capital: 27.3% ex non-insurance companies
Net losses on investments q3: -$858.7M (bonds -$827.7M, other -$207.9M, equity +$176.9M)
Excess fair value over carrying: $5.1B (from $3.1B at Dec 31, 2025)

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