•
Dec 31, 2024

Greenlight Capital Re Q4 2024 Earnings Report

Greenlight Re reported a net loss and a higher combined ratio in Q4 2024 due to reserve strengthening and catastrophe losses.

Key Takeaways

Greenlight Re's Q4 2024 revenue reached $148.1 million, reflecting a 7.8% increase in net premiums earned. However, the company reported a net loss of $27.4 million due to reserve strengthening related to the Russia-Ukraine conflict and catastrophe losses, including Hurricane Milton and the Jeju Air crash. The combined ratio rose to 112.1%, compared to 91.4% in the prior year. Investment income was significantly lower at $2.6 million compared to $14.1 million in Q4 2023.

Net premiums earned increased by 7.8% to $148.1 million.

Net loss of $27.4 million, compared to a net income of $17.6 million in Q4 2023.

Combined ratio worsened to 112.1%, up from 91.4% in the prior year.

Total investment income declined to $2.6 million from $14.1 million in Q4 2023.

Total Revenue
$148M
Previous year: $155M
-4.7%
EPS
-$0.81
Previous year: $0.5
-262.0%
Composite Ratio
108.8%
Previous year: 85.9%
+26.7%
Combined Ratio
112.1%
Previous year: 91.4%
+22.6%
Cash and Equivalents
$64.7M
Previous year: $51.1M
+26.6%
Total Assets
$2.02B
Previous year: $1.69B
+19.1%

Greenlight Capital Re

Greenlight Capital Re

Forward Guidance

Greenlight Re expects improved underwriting performance in 2025, focusing on portfolio optimization and investment returns.

Positive Outlook

  • Strong premium growth expected in specialty reinsurance segments.
  • Portfolio restructuring aimed at reducing volatility in underwriting results.
  • Continued focus on expanding the Innovations segment.
  • Investment strategy adjusted to improve returns in 2025.
  • Improved expense discipline expected to lower cost ratios.

Challenges Ahead

  • Continued exposure to catastrophe losses may impact results.
  • Potential challenges in achieving profitable underwriting margins.
  • Geopolitical risks could create additional reserve strengthening needs.
  • Investment market volatility remains a key risk factor.
  • Competition in the reinsurance market may pressure pricing.