Just caught the James River Group earnings report and yeah, they missed on both counts. EPS came in at $0.30 versus the expected $0.31, and revenue was $167.75M when analysts were looking for around $176.5M. Not a huge miss but still a miss. What's interesting is they actually beat expectations last quarter with a +23% surprise, so this quarter's -3.23% is a step back. The company's at a James River level of performance where they're still profitable (up from a $0.99 loss a year ago), but they're not consistently clearing the bar on revenue. Year-over-year they did grow from $126.71M to $167.75M, so there's growth there, just not enough to satisfy expectations. Stock's up about 10% since the start of the year though, which is solid against the broader market's 0.5% gain. The real question now is what management says on the call about guidance. The industry itself is in the top 36% of sectors by Zacks ranking, so at least the insurance space is doing okay. Consensus for next quarter is $0.32 EPS on $177.4M revenue, so they need to step it up. Currently rated as a Hold - probably worth watching how the next few quarters play out before making any moves.