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Sep 30, 2023

Enstar Q3 2023 Earnings Report

Reported net earnings driven by investment results and strategic priorities.

Key Takeaways

Enstar Group Limited reported net earnings of $38 million for the third quarter of 2023, a significant improvement compared to the net loss of $432 million in the same period last year. The company's return on equity was 0.9%, primarily driven by investment returns of $146 million. Enstar also closed a previously announced transaction with AIG and agreed to repurchase $191 million of ordinary shares.

Net earnings attributable to Enstar ordinary shareholders were $38 million, or $2.43 per diluted ordinary share.

Return on equity was 0.9% and Adjusted ROE was 2.5%.

Run-off liability earnings were $15 million, driven by favorable development on workers' compensation and property lines of business.

Annualized total investment return was 1.8% and Annualized Adjusted TIR was 4.5%.

Total Revenue
$161M
Previous year: -$466M
-134.5%
EPS
$2.43
Previous year: -$26.1
-109.3%
Book Value Per Ordinary Share
$282
Adjusted Book Value Per Ordinary Share
$277
Gross Profit
$181M
Previous year: -$458M
-139.5%
Cash and Equivalents
$497M
Previous year: $923M
-46.2%
Free Cash Flow
-$301M
Total Assets
$21B
Previous year: $21.6B
-2.4%

Enstar

Enstar

Enstar Revenue by Segment

Forward Guidance

Enstar expects to leverage its core strengths of scale, claims management experience, and strong balance sheet to continue providing long-term value.

Positive Outlook

  • Agreement with AIG to provide protection on its retained exposure to adverse development on Validus Re carried loss reserves.
  • Ongoing execution of strategic priorities.
  • Year-to-date growth in book value per share.
  • Scale.
  • Claims management experience.