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Jun 30, 2024

AXIS Capital Q2 2024 Earnings Report

Reported second quarter net income and operating income, driven by strong underwriting performance and investment income.

Key Takeaways

AXIS Capital reported a strong second quarter with net income available to common shareholders of $204 million, or $2.40 per diluted common share, and operating income of $250 million, or $2.93 per diluted common share. The company achieved an annualized operating ROE of 20%, a record operating EPS of $2.93, and a combined ratio of 90.4%.

Annualized return on average common equity (ROACE) of 16.2% and annualized operating ROACE of 19.9%.

Combined ratio improved by 1.1 points to 90.4%.

Book value per diluted common share increased to $59.29, a 3.8% increase compared to March 31, 2024.

Net investment income increased by $54 million, or 40%, primarily due to income from the fixed maturities portfolio.

Total Revenue
$1.45B
Previous year: $1.38B
+4.9%
EPS
$2.93
Previous year: $2.23
+31.4%
Combined Ratio
90.4%
Previous year: 91.5%
-1.2%
Gross Profit
$1.46B
Previous year: $1.38B
+5.6%
Cash and Equivalents
$1.09B
Previous year: $1.17B
-6.9%
Free Cash Flow
$518M
Total Assets
$32.1B
Previous year: $29.3B
+9.4%

AXIS Capital

AXIS Capital

AXIS Capital Revenue by Segment

Forward Guidance

AXIS Capital did not provide specific forward guidance in the provided document. The CEO expressed optimism about the company's momentum and actions being taken across the business.

Revenue & Expenses

Visualization of income flow from segment revenue to net income