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Dec 31, 2019

Chubb Q4 2019 Earnings Report

Chubb reported increased fourth quarter net income and core operating income, with growth in consolidated net premiums written.

Key Takeaways

Chubb's Q4 2019 results showed a significant increase in net income, rising to $1,173 million from $355 million in the prior year. Core operating income also increased to $1,040 million from $935 million. The P&C combined ratio improved slightly to 92.7% compared to 93.1% in the previous year.

Net income increased to $1,173 million, or $2.57 per share, compared to $355 million, or $0.76 per share, in the prior year.

Core operating income rose to $1,040 million, or $2.28 per share, from $935 million, or $2.02 per share, year-over-year.

P&C net premiums written increased by 9.0% to $7.4 billion, or 9.8% in constant dollars.

The P&C combined ratio was 92.7%, an improvement from 93.1% in the prior year.

Total Revenue
$7.38B
Previous year: $6.77B
+9.0%
EPS
$2.28
Previous year: $2.02
+12.9%
P&C combined ratio
92.7%
Previous year: 93.1%
-0.4%
P&C underwriting income
$533M
Gross Profit
$8.76B
Previous year: $7.61B
+15.2%
Cash and Equivalents
$1.54B
Previous year: $1.25B
+23.3%
Total Assets
$177B
Previous year: $168B
+5.5%

Chubb

Chubb

Chubb Revenue by Segment

Chubb Revenue by Geographic Location

Forward Guidance

The company has started the new year in excellent shape and with a lot of momentum. They are focused on executing their many long-term strategic initiatives that will position them for long-term revenue and earnings growth.

Positive Outlook

  • Organization built to capitalize on market conditions
  • Focus on executing long-term strategic initiatives
  • Positioned for long-term revenue growth
  • Positioned for long-term earnings growth
  • Rates increasing at an accelerated pace quarter on quarter while spreading to more classes of business, risk types and countries.

Revenue & Expenses

Visualization of income flow from segment revenue to net income