Octave Specialty (OSG) Return on Assets [ROA] (2011 - 2026)
Octave Specialty (OSG) recorded Return on Assets [ROA] of -3.32% in Q2 2026, down 2.41 percentage points from -0.91% a year earlier but up 0.43 percentage points from the prior quarter.
Octave Specialty (OSG) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Octave Specialty reported Return on Assets [ROA] of -1.86%, down 1.15 percentage points from FY2024.
- Annual Return on Assets [ROA] has a five-year change of +1.43 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at -0.71% in FY2024 (-0.43 pp), -0.28% in FY2023 (+0.06 pp), -0.35% in FY2022 (-0.22 pp) and -0.13% in FY2021 (+3.17 pp).
- Quarterly Return on Assets [ROA] has ranged from -4.97% in Q3 2023 to 3.34% in Q3 2022 over the past five years.
- On a year-over-year basis, Return on Assets [ROA] has declined for seven consecutive quarters, with an average year-over-year change of -0.89 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 4.43 percentage points in Q3 2024, against a drop of 8.31 percentage points in Q3 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at -3.75% (Q1 2026), -4.38% (Q4 2025) and -1.63% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 140.65 Bn | 87.23 Bn | 9.13 Bn | 4.13% |
| 2 | Progressive | 133.70 Bn | 109.53 Bn | 9.04 Bn | 9.46% |
| 3 | Marsh & Mclennan Companies | 94.75 Bn | 86.91 Bn | - | 6.90% |
| 4 | Travelers Companies | 85.38 Bn | 61.63 Bn | 6.23 Bn | 5.81% |
| 5 | Manulife Financial | 77.63 Bn | -17.25 Bn | - | 0.47% |
| 6 | Arthur J. Gallagher | 69.27 Bn | 63.67 Bn | - | 1.97% |
| 7 | Metlife | 66.42 Bn | -40.36 Bn | 7.82 Bn | 0.49% |
| 8 | Allstate | 66.13 Bn | 27.40 Bn | 8.73 Bn | 10.69% |
| 9 | Aon | 65.25 Bn | 58.47 Bn | - | 7.61% |
| 10 | Octave Specialty | 213.79 Mn | -308.01 Mn | 69.65 Mn | -3.32% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -3.32% |
| Mar 31, 2026 | -3.75% |
| Dec 31, 2025 | -4.38% |
| Sep 30, 2025 | -1.63% |
| Jun 30, 2025 | -0.91% |
| Mar 31, 2025 | -0.86% |
| Dec 31, 2024 | -0.68% |
| Sep 30, 2024 | -0.54% |
| Jun 30, 2024 | -0.38% |
| Mar 31, 2024 | -0.31% |
| Dec 31, 2023 | -0.29% |
| Sep 30, 2023 | -4.97% |
| Jun 30, 2023 | -0.65% |
| Mar 31, 2023 | -0.48% |
| Dec 31, 2022 | -0.42% |
| Sep 30, 2022 | 3.34% |
| Jun 30, 2022 | 0.02% |
| Mar 31, 2022 | -0.26% |
| Dec 31, 2021 | -0.13% |
| Sep 30, 2021 | -0.06% |
Octave Specialty Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=OSG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "OSG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=OSG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();