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Dec 31, 2022

Cincinnati Financial Q4 2022 Earnings Report

Reported a decrease in net income and non-GAAP operating income, but showed growth in net written premiums.

Key Takeaways

Cincinnati Financial Corporation reported a decrease in fourth-quarter net income to $1.013 billion, or $6.40 per share, compared to $1.470 billion, or $9.04 per share, in the fourth quarter of 2021. Non-GAAP operating income decreased by 37% to $202 million, or $1.27 per share. However, net written premiums grew by 10% during the quarter.

Fourth-quarter net income was $1.013 billion, or $6.40 per share.

Full-year net loss was $486 million, or $3.06 per share.

Fourth-quarter non-GAAP operating income decreased 37% to $202 million, or $1.27 per share.

Net written premiums grew 10% in the fourth quarter of 2022.

Total Revenue
$2.09B
Previous year: $1.87B
+11.7%
EPS
$1.27
Previous year: $1.97
-35.5%
Combined Ratio
94.9%
Previous year: 84.2%
+12.7%
Book Value per Share
$67
Previous year: $81.7
-18.0%
Net Written Premiums
$1.69B
Previous year: $1.53B
+10.4%
Gross Profit
$3.12B
Previous year: $3.32B
-6.3%
Cash and Equivalents
$1.26B
Previous year: $1.14B
+11.0%
Free Cash Flow
$628M
Previous year: $460M
+36.5%
Total Assets
$29.7B
Previous year: $31.4B
-5.3%

Cincinnati Financial

Cincinnati Financial

Cincinnati Financial Revenue by Segment

Forward Guidance

The company enters 2023 from a position of strength, with positive momentum in its various insurance segments and a focus on diversified, profitable growth.

Positive Outlook

  • Personal insurance business has recorded four consecutive years of underwriting profit.
  • Commercial insurance business has enjoyed 11 years of underwriting profit.
  • Excess and surplus lines company has achieved a combined ratio in the low-90s or better every year since 2012.
  • Life insurance company contributed record-high earnings of $66 million in 2022.
  • Cash flow produced by our insurance business continues to fuel investment income.

Challenges Ahead

  • Commercial umbrella business was challenged during 2022.
  • Winter Storm Elliott impacted policyholders in 44 states and Washington, D.C.
  • Elevated inflation effects.
  • Higher commercial umbrella incurred loss and loss expenses.
  • Losses from catastrophes.

Revenue & Expenses

Visualization of income flow from segment revenue to net income