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Mar 31, 2023

Chubb Q1 2023 Earnings Report

Chubb's Q1 2023 performance was marked by record core operating income and double-digit premium revenue growth.

Key Takeaways

Chubb Limited reported a strong first quarter with net income of $1.89 billion and a record core operating income of $1.84 billion. The company experienced double-digit growth in core operating earnings and premium revenue, driven by strong performances in P&C and Life Insurance segments. The combined ratio was 86.3%, and adjusted net investment income reached a record $1.2 billion.

Record core operating income of $1.84 billion, up 11.8% year-over-year.

Net premiums written increased by 16.6%, or 18.3% in constant dollars.

P&C combined ratio was 86.3%, with an underlying current accident year combined ratio of 83.4% excluding catastrophe losses.

Life Insurance net premiums written increased by 124.4%, driven by growth in Asia and the acquisition of the Cigna Asian business.

Total Revenue
$9.42B
Previous year: $8.61B
+9.3%
EPS
$4.41
Previous year: $3.83
+15.1%
P&C combined ratio
86.3%
Previous year: 84.3%
+2.4%
P&C underwriting income
$1.21B
Previous year: $1.28B
-5.5%
Gross Profit
$11.2B
Previous year: $9.64B
+16.2%
Cash and Equivalents
$2.29B
Previous year: $1.73B
+31.9%
Total Assets
$201B
Previous year: $198B
+1.7%

Chubb

Chubb

Chubb Revenue by Segment

Chubb Revenue by Geographic Location

Forward Guidance

Chubb is confident in its ability to continue growing revenue and operating earnings, which in turn drive EPS, through the three engines of P&C underwriting income, investment income, and life income.

Positive Outlook

  • Strong start to the year with good momentum heading into the second quarter.
  • Fundamentals for the business are excellent.
  • Confident in the ability to continue growing revenue.
  • Confident in the ability to continue growing operating earnings.
  • Confident in the ability to continue driving EPS.

Revenue & Expenses

Visualization of income flow from segment revenue to net income