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Jun 30, 2021

AXIS Capital Q2 2021 Earnings Report

Reported record operating earnings per share, excellent production, and robust underwriting and investment performance.

Key Takeaways

AXIS Capital reported a strong second quarter with net income available to common shareholders of $228 million, or $2.67 per diluted common share, and an operating income of $171 million, or $2.00 per diluted common share. The company's core underwriting results were strong, with a current year ex-cat combined ratio of 88.7%.

Operating income of $171 million, or $2.00 per diluted common share

Improvement of 2.7 points in current accident year combined ratio, excluding catastrophe and weather-related losses, compared to the prior year

Annualized return on average common equity ("ROACE") of 19.3% and annualized operating ROACE of 14.4%

Book value per diluted common share of $55.50, an increase of $2.47, or 4.7%, compared to March 31, 2021

Total Revenue
$1.34B
Previous year: $1.2B
+11.4%
EPS
$2
Previous year: $0.84
+138.1%
Gross Profit
$1.34B
Previous year: $1.2B
+11.3%
Cash and Equivalents
$1B
Previous year: $1.09B
-8.0%
Total Assets
$27.6B
Previous year: $26.4B
+4.6%

AXIS Capital

AXIS Capital

AXIS Capital Revenue by Segment

Forward Guidance

The company remains confident that pricing will remain at or above loss cost trends well into 2022 and likely beyond, providing a tailwind to ongoing improvements in underwriting profitability.

Revenue & Expenses

Visualization of income flow from segment revenue to net income