•
Dec 31, 2023

AXIS Capital Q4 2023 Earnings Report

AXIS Capital experienced a net loss attributable to common shareholders and an operating loss, but demonstrated underwriting discipline and profitable growth in its core specialty insurance business.

Key Takeaways

AXIS Capital reported a net loss attributable to common shareholders of $(150) million and an operating loss of $(107) million for Q4 2023. However, the company saw improvement in its current accident year combined ratio and profitable growth within its core specialty insurance business.

Net loss attributable to common shareholders of $(150) million, or $(1.76) per diluted common share, and operating loss of $(107) million, or $(1.25) per diluted common share.

Net adverse prior year reserve development of $425 million, pre-tax, or 33.6 points, and underlying operating income of $254 million, or $2.94 per diluted common share.

Improvement of 3.7 points in the current accident year combined ratio to 91.0%.

Operating income of $486 million and a 4.5 point year-over-year improvement in the current accident year combined ratio to 91.8%.

Total Revenue
$1.48B
Previous year: $1.45B
+2.3%
EPS
$2.94
Previous year: $1.95
+50.8%
Combined Ratio
124.6%
Previous year: 94.1%
+32.4%
Net Losses & Loss Expenses Ratio
91.1%
Previous year: 59.6%
+52.9%
Gross Profit
$1.48B
Previous year: $1.44B
+2.3%
Cash and Equivalents
$953M
Previous year: $751M
+26.9%
Total Assets
$28.3B
Previous year: $27.7B
+2.4%

AXIS Capital

AXIS Capital

Forward Guidance

AXIS Capital did not provide specific forward guidance in this earnings report.